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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
3301
Foster Group
Foster Group
Iowa
$25.7M +$1.79M 7 0.68% Increased
3302
LOM
LTS One Management
New York
$25.6M -$4.72M 2 10.22% Reduced
3303
FWP
Falcon Wealth Planning
California
$25.6M +$52.1K 6 1.62% Increased
3304
OWA
One Wealth Advisors
California
$25.6M -$16K 7 2.83% Reduced
3305
CWA
Consilium Wealth Advisory
Texas
$25.6M +$1.37M 5 7.6% Increased
3306
BKA
Brick & Kyle Associates
Pennsylvania
$25.6M $0 5 8.45% Maintained
3307
NFG
Northbridge Financial Group
Florida
$25.6M +$1.41M 8 9.81% Increased
3308
LD
Lipe & Dalton
New York
$25.6M -$647K 6 11.89% Reduced
3309
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$25.5M -$146M 7 0.41% Reduced
3310
LWM
Liberty Wealth Management
California
$25.5M $0 6 3.19% Maintained
3311
PCA
Peddock Capital Advisors
Massachusetts
$25.5M -$137K 6 5.1% Reduced
3312
CMF
Counterpoint Mutual Funds
California
$25.5M +$9.02M 8 2.52% Increased
3313
ALAM
Asahi Life Asset Management
Japan
$25.5M +$2.03M 8 14.42% Increased
3314
ZEP
Zeno Equity Partners
United Kingdom
$25.5M -$8.64M 1 9.48% Reduced
3315
RGC
Redwood Grove Capital
California
$25.5M -$3.43M 1 6.45% Reduced
3316
BE
Bonness Enterprises
District of Columbia
$25.5M -$202K 4 8.21% Reduced
3317
EAM
Exane Asset Management
France
$25.4M -$23.7M 2 9.19% Reduced
3318
HI
Harper Investing
California
$25.4M +$4.05M 6 8.58% Increased
3319
DI
Diligent Investors
California
$25.4M -$454K 10 5.66% Reduced
3320
I
INVST
Indiana
$25.4M +$606K 8 2.48% Increased
3321
ECP
Elwood Capital Partners
New York
$25.4M -$8.35M 3 12.51% Reduced
3322
BCM
Bretton Capital Management
California
$25.4M $0 2 20.24% Maintained
3323
KCG
Kinsale Capital Group
Virginia
$25.4M +$7.69M 2 3.36% Increased
3324
SCM
Steadview Capital Management
United Kingdom
$25.3M +$10M 2 7.62% Increased
3325
PWP
Ponta Wealth Partners
Florida
$25.3M +$3.44M 6 13.52% Increased