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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
3901
Distillate Capital Partners
Distillate Capital Partners
Illinois
$11.5M -$16.7M 2 0.59% Reduced
3902
Coppell Advisory Solutions
Coppell Advisory Solutions
Texas
$11.5M -$20.1M 5 1.6% Reduced
3903
Two Sigma Securities
Two Sigma Securities
New York
$11.5M -$2.39M 12 1.75% Reduced
3904
Endurance Services Ltd
Endurance Services Ltd
New York
$11.5M $0 1 2.13% Maintained
3905
Flavin Financial Services
Flavin Financial Services
Florida
$11.5M +$377K 5 10.57% Increased
3906
FRM
Fox Run Management
Connecticut
$11.5M -$2.8M 13 1.78% Reduced
3907
MRA Advisory Group
MRA Advisory Group
New Jersey
$11.5M -$619K 6 6.13% Reduced
3908
BPIM
Brant Point Investment Management
New York
$11.5M -$141K 2 1.37% Reduced
3909
SF
Symphony Financial
Texas
$11.5M -$37.8M 5 6.8% Reduced
3910
Trueblood Wealth Management
Trueblood Wealth Management
Ohio
$11.5M +$444K 6 5.33% Increased
3911
Legacy Capital Group California
Legacy Capital Group California
California
$11.5M +$220K 9 4% Increased
3912
Charles Schwab Trust
Charles Schwab Trust
Nevada
$11.5M -$2.54M 6 0.96% Reduced
3913
Lion Street Advisors
Lion Street Advisors
Texas
$11.5M -$398K 6 3.64% Reduced
3914
Olistico Wealth
Olistico Wealth
Oklahoma
$11.5M +$825K 9 7.08% Increased
3915
FSB Premier Wealth Management
FSB Premier Wealth Management
Iowa
$11.5M +$888K 6 4.47% Increased
3916
Falcon Wealth Planning
Falcon Wealth Planning
California
$11.5M +$535K 5 1.27% Increased
3917
Breed's Hill Capital
Breed's Hill Capital
Massachusetts
$11.4M +$59.4K 5 6.17% Increased
3918
SSA
SSA Swiss Advisors
$11.4M +$13.1M 7 5.85% New
3919
Acorn Financial Advisory Services
Acorn Financial Advisory Services
Virginia
$11.4M -$2.35M 8 2.07% Reduced
3920
WJ Wealth Management
WJ Wealth Management
Arizona
$11.4M -$2.41M 3 4.04% Reduced
3921
Pilgrim Partners Asia
Pilgrim Partners Asia
Singapore
$11.4M -$1.33M 5 10.83% Reduced
3922
Catherine Avery Investment Management
Catherine Avery Investment Management
Florida
$11.4M -$1.45M 9 10.23% Reduced
3923
Gradient Capital Advisors
Gradient Capital Advisors
California
$11.4M -$238K 5 3.72% Reduced
3924
Old North State Wealth Management
Old North State Wealth Management
North Carolina
$11.4M +$900K 3 6.35% Increased
3925
Connective Capital Management
Connective Capital Management
California
$11.4M -$4M 3 10.51% Reduced