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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
3001
LMG Wealth Partners
LMG Wealth Partners
Louisiana
$15.9M +$270K 5 4.84% Increased
3002
Quantitative Investment Management
Quantitative Investment Management
Virginia
$15.9M -$2.57M 2 2.44% Reduced
3003
RiverPark Advisors
RiverPark Advisors
New York
$15.9M -$35.7K 4 14.3% Reduced
3004
1900 Wealth Management
1900 Wealth Management
Texas
$15.9M +$4.67M 7 1.58% Increased
3005
LAM
Lountzis Asset Management
Pennsylvania
$15.9M +$970K 6 8.86% Increased
3006
Boundary Creek Advisors
Boundary Creek Advisors
New York
$15.8M +$888K 1 0.65% Increased
3007
Revolve Wealth Partners
Revolve Wealth Partners
New Jersey
$15.8M +$815K 6 3.64% Increased
3008
Isthmus Partners
Isthmus Partners
Wisconsin
$15.8M -$14.7K 3 2.28% Reduced
3009
Beck Capital Management
Beck Capital Management
Texas
$15.8M +$183K 3 6.09% Increased
3010
MKP Capital Management
MKP Capital Management
New York
$15.8M +$16.5M 1 1.22% New
3011
Legacy CG
Legacy CG
Texas
$15.7M -$7.21K 3 7.32% Reduced
3012
Prairie Sky Financial Group
Prairie Sky Financial Group
Illinois
$15.7M +$348K 4 11.06% Increased
3013
Geneva Partners
Geneva Partners
Wisconsin
$15.7M +$1.41M 3 10.42% Increased
3014
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$15.7M -$6.37M 3 1.73% Reduced
3015
DMKJ
David M. Knott Jr
$15.7M $0 6 5.99% Maintained
3016
Tectonic Advisors
Tectonic Advisors
Texas
$15.7M +$150K 5 1.47% Increased
3017
Reliant Investment Management
Reliant Investment Management
Tennessee
$15.7M +$8.75M 5 9.12% Increased
3018
Austin Private Wealth
Austin Private Wealth
Texas
$15.6M +$624K 6 2.26% Increased
3019
Pinnacle Bancorp
Pinnacle Bancorp
Nebraska
$15.6M -$941K 11 5.56% Reduced
3020
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$15.6M +$590K 7 7.08% Increased
3021
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$15.6M +$36.5K 15 1.88% Increased
3022
Blueprint Investment Partners
Blueprint Investment Partners
North Carolina
$15.6M +$1.58M 6 5.02% Increased
3023
Edgestream Partners
Edgestream Partners
New Jersey
$15.6M -$783K 12 1.24% Reduced
3024
Ironwood Financial
Ironwood Financial
Arizona
$15.6M -$73.7K 6 4.19% Reduced
3025
Houlihan Financial Resource Group
Houlihan Financial Resource Group
Virginia
$15.6M -$176M 6 8.35% Reduced