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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
2601
Creative Financial Designs
Creative Financial Designs
Indiana
$16.6M +$661K 16 3.54% Increased
2602
Sirios Capital Management
Sirios Capital Management
Massachusetts
$16.5M +$1.71M 1 1.29% Increased
2603
Martin & Co
Martin & Co
Tennessee
$16.5M +$318K 5 4.22% Increased
2604
Independent Solutions Wealth Management
Independent Solutions Wealth Management
New York
$16.5M +$984K 8 5.15% Increased
2605
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$16.5M +$1.76M 20 2.93% Increased
2606
Viridian RIA
Viridian RIA
Washington
$16.5M +$2.2M 5 4.57% Increased
2607
Delphi Financial Group
Delphi Financial Group
Delaware
$16.4M +$17M 4 5.78% New
2608
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$16.4M -$701K 7 5.05% Reduced
2609
BE
Bonness Enterprises
District of Columbia
$16.4M -$172K 4 9.15% Reduced
2610
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$16.4M +$15.8M 15 6.9% New
2611
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$16.4M -$4.78M 13 1.94% Reduced
2612
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$16.3M +$15.2M 2 3.28% New
2613
HCM
Hall Capital Management
Rhode Island
$16.3M +$232K 4 11.8% Increased
2614
FP
Financial Perspectives
Minnesota
$16.3M +$2.99M 14 9.28% Increased
2615
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$16.3M +$50.6K 10 3.04% Increased
2616
AAA
Adams Asset Advisors
Texas
$16.3M +$583K 4 4.46% Increased
2617
Peloton Wealth Strategists
Peloton Wealth Strategists
Indiana
$16.3M -$540K 4 8.08% Reduced
2618
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$16.3M -$749K 4 7.98% Reduced
2619
NFC Investments
NFC Investments
Tennessee
$16.3M +$85K 2 4.73% Increased
2620
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$16.3M +$1.13M 9 8.21% Increased
2621
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$16.3M -$503K 4 12.47% Reduced
2622
Avalon Capital Management
Avalon Capital Management
California
$16.2M +$612K 4 15.31% Increased
2623
Core Alternative Capital
Core Alternative Capital
Georgia
$16.2M +$608K 4 4.85% Increased
2624
KSCM
Kamunting Street Capital Management
Florida
$16.2M +$4.51M 2 8.46% Increased
2625
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$16.2M +$556K 15 2.27% Increased