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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
Larson Financial Group
Larson Financial Group
Missouri
$145M +$19.5M 29 4.62% Increased
1227
Soma Equity Partners
Soma Equity Partners
California
$145M +$66.9M 2 10.67% Increased
1228
NM
NWI Management
New York
$144M +$19M 5 8.21% Increased
1229
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$144M +$66.3M 6 3.33% Increased
1230
ACM
Aljian Capital Management
Nevada
$144M +$97.4K 9 29.67% Increased
1231
ARS Investment Partners
ARS Investment Partners
New York
$144M +$22.9M 5 7.5% Increased
1232
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$144M -$883K 8 9.06% Reduced
1233
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$144M +$6.13M 12 10.23% Increased
1234
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$144M +$12M 7 8.22% Increased
1235
First American Trust
First American Trust
California
$144M -$95.7K 6 9.66% Reduced
1236
Clare Market Investments
Clare Market Investments
Texas
$143M +$156M 6 29.96% New
1237
GW Henssler & Associates
GW Henssler & Associates
Georgia
$143M +$1.96M 6 6.74% Increased
1238
Harbour Investments
Harbour Investments
Wisconsin
$143M +$46.5M 29 2.21% Increased
1239
Alua Capital Management
Alua Capital Management
New York
$143M -$43.2M 1 12.59% Reduced
1240
YCG LLC
YCG LLC
Texas
$143M -$23.6M 3 12.91% Reduced
1241
Centaurus Financial
Centaurus Financial
California
$142M -$4.67M 15 6.77% Reduced
1242
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$142M +$4.74M 11 10.82% Increased
1243
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$142M +$45.5M 6 14.06% Increased
1244
SP Asset Management
SP Asset Management
California
$142M -$1.96M 8 12.53% Reduced
1245
Mark Asset Management
Mark Asset Management
New York
$142M -$59M 4 12.9% Reduced
1246
Pine Valley Investments
Pine Valley Investments
New Jersey
$141M -$2.28M 11 6.49% Reduced
1247
Middleton & Co
Middleton & Co
Massachusetts
$141M -$6.12M 6 16.12% Reduced
1248
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC
Michigan
$141M +$154M 11 12.34% New
1249
MWA
Miller Wealth Advisors
Colorado
$140M -$1.46M 5 53.73% Reduced
1250
TM
Tikvah Management
North Carolina
$139M $0 3 43.13% Maintained