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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
4201
Global Endowment Management
Global Endowment Management
North Carolina
$11.1M -$267K 4 1.48% Reduced
4202
Soundwatch Capital
Soundwatch Capital
Connecticut
$11.1M +$10.8M 4 1.88% Increased
4203
Del-Sette Capital Management
Del-Sette Capital Management
New York
$11.1M +$3.73M 5 7.69% Increased
4204
IF
Integrity Financial
Wyoming
$11.1M +$621K 6 5.62% Increased
4205
Sunflower Bank
Sunflower Bank
Texas
$11.1M +$58.3K 7 2.79% Increased
4206
Sequent Planning
Sequent Planning
Nebraska
$11M +$224K 3 3.5% Increased
4207
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$11M $0 2 8.1% Maintained
4208
Syntax Research
Syntax Research
Florida
$11M +$79.8K 7 7.84% Increased
4209
LSP Investment Advisors
LSP Investment Advisors
New York
$11M $0 3 7.91% Maintained
4210
RF&L Wealth Management
RF&L Wealth Management
Massachusetts
$11M $0 3 7.1% Maintained
4211
SCP Investment
SCP Investment
California
$11M $0 1 8.84% Maintained
4212
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management
Oregon
$11M -$143K 5 10.41% Reduced
4213
LifeSteps Financial
LifeSteps Financial
California
$11M +$308K 6 7.55% Increased
4214
Fjell Capital
Fjell Capital
North Dakota
$11M +$36.6K 4 10.18% Increased
4215
Abel Hall LLC
Abel Hall LLC
Louisiana
$11M +$1.21M 6 5.07% Increased
4216
Centennial Bank
Centennial Bank
Arkansas
$11M -$104K 8 4.6% Reduced
4217
KCM
KRS Capital Management
Michigan
$11M +$289K 8 7.33% Increased
4218
LWM Advisory Services
LWM Advisory Services
Florida
$11M -$432K 5 7.56% Reduced
4219
FRM
Fox Run Management
Connecticut
$10.9M -$1.66M 11 1.82% Reduced
4220
Seneschal Advisors
Seneschal Advisors
Washington
$10.9M -$878K 4 8.63% Reduced
4221
Plotkin Financial Advisors
Plotkin Financial Advisors
Maryland
$10.9M -$28.5K 7 6.03% Reduced
4222
Lynx Capital Group
Lynx Capital Group
Ohio
$10.9M +$1.18M 4 5.28% Increased
4223
Fortune Financial Advisors
Fortune Financial Advisors
Kansas
$10.9M +$136K 5 8.79% Increased
4224
New Wave Wealth Advisors
New Wave Wealth Advisors
Arkansas
$10.9M -$2.54M 6 4.64% Reduced
4225
TPWM
Twelve Points Wealth Management
Massachusetts
$10.9M +$322K 6 2.94% Increased