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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
2626
Blodgett Wealth Advisors
Blodgett Wealth Advisors
California
$23.3M +$23.1M 6 18.09% New
2627
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$23.3M -$7.25M 13 5.53% Reduced
2628
CCP
Cunning Capital Partners
North Carolina
$23.3M $0 3 12.67% Maintained
2629
Sentinel Trust
Sentinel Trust
Texas
$23.2M +$6.86M 8 2.84% Increased
2630
Symmetry Investments
Symmetry Investments
Jersey
$23.2M -$40.6M 3 7.22% Reduced
2631
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$23.2M +$1.92M 5 4.4% Increased
2632
Little House Capital
Little House Capital
Massachusetts
$23.2M +$704K 6 12.28% Increased
2633
MS
Madden Securities
Texas
$23.2M +$873K 3 10.88% Increased
2634
TOBAM
TOBAM
France
$23.2M -$21.7M 9 1.04% Reduced
2635
Caerus Investment Advisors
Caerus Investment Advisors
Texas
$23.2M +$23.1M 4 25.08% New
2636
Aries Wealth Management
Aries Wealth Management
Maine
$23.1M +$223K 7 8.8% Increased
2637
Prestige Wealth Management Group
Prestige Wealth Management Group
New Jersey
$23.1M +$237K 19 5.52% Increased
2638
Resource Management
Resource Management
Louisiana
$23.1M +$607K 7 2.38% Increased
2639
Balentine LLC
Balentine LLC
Georgia
$23.1M +$8.01M 8 0.81% Increased
2640
CNBTD
Citizens National Bank Trust Department
Mississippi
$23.1M -$14.9M 8 8.76% Reduced
2641
LPARFS
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$23.1M -$493K 7 13.2% Reduced
2642
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$23.1M -$442K 4 13.38% Reduced
2643
BFAM Partners
BFAM Partners
Hong Kong
$23.1M +$5.02M 1 3.57% Increased
2644
Toronado Partners
Toronado Partners
California
$23.1M +$11.1M 1 7.34% Increased
2645
EGA
E&G Advisors
Texas
$23.1M -$202K 8 5.75% Reduced
2646
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$23M -$295K 3 3.01% Reduced
2647
Sculati Wealth Management
Sculati Wealth Management
Michigan
$23M +$134K 6 11.1% Increased
2648
AFC
AFT Forsyth & Company
Florida
$23M -$372K 6 11.78% Reduced
2649
IAS
Investment Advisory Services
Texas
$22.9M +$23K 5 12.5% Increased
2650
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$22.9M -$1.18M 5 5.62% Reduced