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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
1226
BFS
Bard Financial Services
Connecticut
$95.2M +$1.13M 8 7.75% Increased
1227
Belpointe Asset Management
Belpointe Asset Management
Nevada
$95.1M +$7.76M 11 5.76% Increased
1228
Valiant Capital Management
Valiant Capital Management
California
$94.9M -$2.81M 2 10.88% Reduced
1229
Geneos Wealth Management
Geneos Wealth Management
Colorado
$94.6M -$867K 29 4.06% Reduced
1230
First American Trust
First American Trust
California
$94.4M +$4.4M 5 13.03% Increased
1231
Vigilant Capital Management
Vigilant Capital Management
Maine
$94.3M -$249K 10 7.2% Reduced
1232
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$94.2M -$25.2M 5 8.28% Reduced
1233
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$94.2M +$9.23M 12 11.45% Increased
1234
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$93.7M -$15.7M 2 9.32% Reduced
1235
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$93.6M +$4.48M 7 7.64% Increased
1236
DDD Partners
DDD Partners
Washington
$93.3M -$11.4M 6 12.77% Reduced
1237
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$93.2M +$7.1M 20 4.16% Increased
1238
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$93.1M +$11.8M 3 17.64% Increased
1239
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$93M +$1.38M 6 6.25% Increased
1240
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$92.9M -$1.13M 5 18.08% Reduced
1241
IBM Retirement Fund
IBM Retirement Fund
New York
$92.8M -$4.2M 14 13.07% Reduced
1242
Mission Wealth Management
Mission Wealth Management
California
$92.7M +$252K 11 4.28% Increased
1243
AL
Arnhold LLC
New York
$91.9M +$23M 10 10.33% Increased
1244
Stack Financial Management
Stack Financial Management
Montana
$91.8M +$1.55M 1 7.38% Increased
1245
Metis Global Partners
Metis Global Partners
California
$91.3M +$38.8M 11 10.96% Increased
1246
Forte Capital
Forte Capital
New York
$91.3M -$170K 9 11.55% Reduced
1247
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$91.3M -$43.9M 4 19.17% Reduced
1248
Grosvenor Holdings
Grosvenor Holdings
Illinois
$91.3M +$28.6M 1 17.81% Increased
1249
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$91.2M -$1.46M 6 8.53% Reduced
1250
Callahan Advisors
Callahan Advisors
Texas
$91.2M +$2M 5 10.41% Increased