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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
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
$30.9M $0 2 0.13% Maintained
2602
Long Walk Management
Long Walk Management
Connecticut
$30.9M +$974K 1 14.61% Increased
2603
Advisory Research
Advisory Research
Illinois
$30.9M +$5.42M 4 5.82% Increased
2604
LTS One Management
LTS One Management
New York
$30.9M -$23.8M 1 8.81% Reduced
2605
Tranquility Partners
Tranquility Partners
Tennessee
$30.9M +$247K 5 11.88% Increased
2606
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$30.8M +$1.25M 8 3.29% Increased
2607
Mathes Company
Mathes Company
New York
$30.7M -$34.4K 5 11.14% Reduced
2608
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$30.7M +$19.5K 6 7.44% Increased
2609
Deepwater Asset Management
Deepwater Asset Management
Minnesota
$30.7M +$13.8M 3 11.14% Increased
2610
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$30.7M +$1.89M 6 1.3% Increased
2611
WA
WP Advisors
California
$30.6M +$2.48M 6 9.79% Increased
2612
Essex Savings Bank
Essex Savings Bank
Connecticut
$30.6M -$666K 6 8.25% Reduced
2613
Alta Fox Capital Management
Alta Fox Capital Management
Texas
$30.6M $0 3 19.46% Maintained
2614
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$30.6M -$42.7M 1 3.05% Reduced
2615
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$30.6M -$10.4M 6 4.4% Reduced
2616
Augustine Asset Management
Augustine Asset Management
Florida
$30.6M +$22.8K 4 11.8% Increased
2617
Fairfield Financial Advisors
Fairfield Financial Advisors
Massachusetts
$30.6M +$28.7M 6 8.99% New
2618
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$30.5M -$361K 6 4.47% Reduced
2619
Modern Wealth Management
Modern Wealth Management
Kansas
$30.5M +$3.99M 7 2.25% Increased
2620
Nadler Financial Group
Nadler Financial Group
Illinois
$30.5M -$153K 6 3.58% Reduced
2621
Gilliland Jeter Wealth Management
Gilliland Jeter Wealth Management
Arkansas
$30.4M -$190K 13 10.25% Reduced
2622
HBW Advisory Services
HBW Advisory Services
California
$30.4M +$710K 7 5.05% Increased
2623
TWP
Tyche Wealth Partners
Texas
$30.4M +$140K 6 7.4% Increased
2624
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$30.4M +$28M 2 1.77% Increased
2625
SeaTown Holdings
SeaTown Holdings
Singapore
$30.4M -$11.6M 2 22.01% Reduced