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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
3326
LWM Advisory Services
LWM Advisory Services
Florida
$12.7M +$12.6M 6 15.76% New
3327
Liberty Wealth Management
Liberty Wealth Management
California
$12.7M -$508K 7 0.55% Reduced
3328
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors
Illinois
$12.7M +$13.6M 1 7.27% New
3329
BC
Breakline Capital
New York
$12.7M -$7.52M 2 17.06% Reduced
3330
Tradewinds LLC
Tradewinds LLC
North Carolina
$12.6M +$12.9M 4 14.93% New
3331
FA
Financial Advisors
Massachusetts
$12.6M +$681K 5 3.85% Increased
3332
PCM
Prime Capital Management
Hong Kong
$12.6M -$3M 1 4.46% Reduced
3333
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$12.6M +$9.22M 13 4.09% Increased
3334
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$12.6M +$3.22M 1 0.31% Increased
3335
Waypoint Capital Advisors
Waypoint Capital Advisors
Minnesota
$12.6M +$12.6M 5 8.66% New
3336
Beaton Management Company
Beaton Management Company
Massachusetts
$12.6M -$41.8K 6 7.52% Reduced
3337
First PREMIER Bank
First PREMIER Bank
South Dakota
$12.6M +$168K 9 3.26% Increased
3338
Taylor Hoffman Wealth Management
Taylor Hoffman Wealth Management
Virginia
$12.6M +$2.24M 6 4.79% Increased
3339
Cypress Wealth Services
Cypress Wealth Services
California
$12.6M -$346K 6 3.44% Reduced
3340
Spark Investment Management
Spark Investment Management
New York
$12.6M +$1.56M 2 9.02% Increased
3341
Privium Fund Management (UK)
Privium Fund Management (UK)
United Kingdom
$12.5M -$1.6M 3 9.89% Reduced
3342
Allegheny Financial Group
Allegheny Financial Group
Pennsylvania
$12.5M +$3.24M 6 5% Increased
3343
HA
Hamel Associates
New Jersey
$12.5M -$3.6M 3 4.49% Reduced
3344
Wealth Management Partners
Wealth Management Partners
Arizona
$12.5M +$4.45M 6 8.58% Increased
3345
LCM Capital Management
LCM Capital Management
Illinois
$12.5M +$345K 5 9.67% Increased
3346
Ionic Capital Management
Ionic Capital Management
New York
$12.5M +$5.38M 2 1.59% Increased
3347
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$12.5M -$803K 5 3.83% Reduced
3348
EAM
Eukles Asset Management
Ohio
$12.5M +$375K 11 6.03% Increased
3349
Total Clarity Wealth Management
Total Clarity Wealth Management
Illinois
$12.5M +$169K 19 5.66% Increased
3350
Strategic Vision Investment
Strategic Vision Investment
Hong Kong
$12.5M +$10.6M 2 21.11% Increased