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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
2801
Cisco Systems
Cisco Systems
California
$18.7M +$20.1M 1 7.16% New
2802
Morton Capital Management
Morton Capital Management
California
$18.7M -$259K 6 7.66% Reduced
2803
OPPTF
OPSEU Pension Plan Trust Fund
Ontario, Canada
$18.7M +$939K 9 4.44% Increased
2804
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors
New York
$18.7M +$862K 7 7.26% Increased
2805
Stableford Capital II
Stableford Capital II
Arizona
$18.6M +$442K 4 7.89% Increased
2806
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$18.6M +$375K 8 4.82% Increased
2807
RDA Financial Network
RDA Financial Network
Iowa
$18.6M +$1.22M 4 7.84% Increased
2808
CHA
Carmichael Hill & Associates
Maryland
$18.6M +$337K 15 8.54% Increased
2809
Solstein Capital
Solstein Capital
California
$18.5M +$7.85K 8 12.22% Increased
2810
Boyar Asset Management
Boyar Asset Management
New York
$18.5M +$568K 4 11.91% Increased
2811
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$18.5M -$1.5M 14 3.46% Reduced
2812
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$18.5M +$3.78M 20 4.7% Increased
2813
Prentiss Smith & Co
Prentiss Smith & Co
Vermont
$18.5M +$2.22M 5 11.12% Increased
2814
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors
Colorado
$18.5M +$44.3K 5 11.38% Increased
2815
Blue Owl Capital Holdings
Blue Owl Capital Holdings
New York
$18.5M +$2.83M 2 8.15% Increased
2816
Investment Management Associates
Investment Management Associates
Colorado
$18.5M -$515K 2 8.23% Reduced
2817
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$18.5M -$1.61M 10 13.87% Reduced
2818
Davis Rea
Davis Rea
Ontario, Canada
$18.5M +$19.2M 4 8.96% Increased
2819
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$18.5M +$787K 7 0.68% Increased
2820
SWS Partners
SWS Partners
Ohio
$18.5M -$1.1M 8 12.09% Reduced
2821
FORA Capital
FORA Capital
Florida
$18.5M -$5.56M 7 3.33% Reduced
2822
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$18.4M -$5.03M 3 8.31% Reduced
2823
Northstar Advisory Group
Northstar Advisory Group
New Jersey
$18.4M -$3.76M 6 11.86% Reduced
2824
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$18.4M -$383K 6 5.48% Reduced
2825
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$18.4M -$4.25M 4 8.53% Reduced