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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2301
St. Clair Advisors
St. Clair Advisors
Ohio
$31.9M -$470K 5 10.99% Reduced
2302
Brady Family Wealth
Brady Family Wealth
Missouri
$31.9M +$1.27M 4 10.91% Increased
2303
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$31.8M +$2.06M 6 12.39% Increased
2304
Frisch Financial Group
Frisch Financial Group
New York
$31.7M -$720K 6 11.97% Reduced
2305
White Pine Investment Company
White Pine Investment Company
Michigan
$31.7M -$671K 3 10.23% Reduced
2306
Weiss Asset Management
Weiss Asset Management
Massachusetts
$31.7M -$31.5M 7 1.51% Reduced
2307
BIMC
Benson Investment Management Company
Virginia
$31.7M +$4.67M 5 16.2% Increased
2308
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah)
Utah
$31.7M +$2.54M 6 10.63% Increased
2309
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$31.7M -$1.94M 4 12.76% Reduced
2310
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$31.6M -$462K 4 13.05% Reduced
2311
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$31.6M -$2.05M 12 18.51% Reduced
2312
Aspen Grove Capital
Aspen Grove Capital
Colorado
$31.5M +$550K 8 9.61% Increased
2313
APSI
Asset Planning Services Inc
Louisiana
$31.5M -$417K 3 19.18% Reduced
2314
CCM
Conway Capital Management
California
$31.5M -$102K 4 20.36% Reduced
2315
Stanley Capital Management
Stanley Capital Management
Texas
$31.5M +$1.96M 4 7.76% Increased
2316
CIC Wealth
CIC Wealth
Maryland
$31.4M +$303K 7 9.96% Increased
2317
Taika Capital
Taika Capital
Florida
$31.4M +$646K 4 17.99% Increased
2318
LGT Fund Management
LGT Fund Management
Liechtenstein
$31.4M -$4.6M 6 13.47% Reduced
2319
Mendel Money Management
Mendel Money Management
Illinois
$31.4M -$116K 7 15.08% Reduced
2320
Cardiff Park Advisors
Cardiff Park Advisors
California
$31.4M -$447K 5 3.47% Reduced
2321
Greater Midwest Financial Group
Greater Midwest Financial Group
Minnesota
$31.3M +$29.7M 5 21.3% New
2322
MA
Menlo Advisors
California
$31.3M -$434K 3 19.25% Reduced
2323
Ables Iannone Moore & Associates
Ables Iannone Moore & Associates
Georgia
$31.3M +$29.3M 11 23.86% New
2324
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
$31.2M +$25.8M 2 0.09% New
2325
Rings Capital Management
Rings Capital Management
Illinois
$31.2M $0 1 18.94% Maintained