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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
801
Brookfield Corp
Brookfield Corp
Ontario, Canada
$212M $0 1 1.21% Maintained
802
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$212M +$4.49M 13 16.64% Increased
803
Dakota Wealth Management
Dakota Wealth Management
Florida
$212M +$12.5M 9 8.22% Increased
804
Meag Munich Ergo
Meag Munich Ergo
Germany
$210M -$25.2M 6 7.95% Reduced
805
Empirical Finance
Empirical Finance
Pennsylvania
$209M +$1.17M 9 14.56% Increased
806
HB Wealth Management
HB Wealth Management
Georgia
$209M +$3.42M 14 3% Increased
807
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$209M +$956K 3 28.17% Increased
808
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$208M -$3.36M 3 21.55% Reduced
809
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$208M -$2.4M 17 10.83% Reduced
810
SFG
Sather Financial Group
Texas
$208M -$950K 4 15.37% Reduced
811
Longbow Finance
Longbow Finance
Switzerland
$208M +$21.8M 4 21.09% Increased
812
Avala Global
Avala Global
New York
$208M -$114M 3 16.02% Reduced
813
Group One Trading
Group One Trading
Illinois
$208M +$14.3M 18 0.55% Increased
814
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$207M +$11.7M 6 16.98% Increased
815
GW & Wade
GW & Wade
Massachusetts
$207M +$15.9M 7 6.73% Increased
816
Logan Capital Management
Logan Capital Management
Pennsylvania
$207M -$5.78M 8 9.65% Reduced
817
Parallel Advisors
Parallel Advisors
California
$207M -$2.12M 30 6.13% Reduced
818
Aureus Asset Management
Aureus Asset Management
Massachusetts
$206M -$513K 5 15.09% Reduced
819
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$206M +$10.5M 11 6.15% Increased
820
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$204M -$12.4M 6 23.99% Reduced
821
Wedbush Securities
Wedbush Securities
California
$204M +$6.22M 11 9.02% Increased
822
Spire Wealth Management
Spire Wealth Management
Virginia
$203M +$13M 23 6.7% Increased
823
First Horizon Advisors
First Horizon Advisors
Tennessee
$203M -$6.41M 21 6.7% Reduced
824
Armistice Capital
Armistice Capital
New York
$202M -$6.41M 4 2.76% Reduced
825
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$202M -$1.67M 11 12.56% Reduced