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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
1301
Belpointe Asset Management
Belpointe Asset Management
Nevada
$82.4M -$5.26M 14 5.62% Reduced
1302
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$82.2M -$1.15M 7 9.49% Reduced
1303
Washington Trust Bank
Washington Trust Bank
Washington
$82.1M +$1.55M 7 9.59% Increased
1304
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$82M -$2.94M 8 13.14% Reduced
1305
Stansberry Asset Management
Stansberry Asset Management
Texas
$81.7M +$4.3M 3 16.42% Increased
1306
Independent Financial Group
Independent Financial Group
California
$81.6M +$3.01M 14 8.34% Increased
1307
PAM
Premier Asset Management
Illinois
$81.4M -$2.36M 7 11.29% Reduced
1308
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$81.4M -$3.63M 10 11.57% Reduced
1309
Oxbow Advisors
Oxbow Advisors
Texas
$81.3M -$5.06M 8 8.27% Reduced
1310
CapWealth Advisors
CapWealth Advisors
Tennessee
$80.8M -$4.12M 3 8.85% Reduced
1311
Psagot Value Holdings
Psagot Value Holdings
Israel
$80.7M -$167M 12 13.9% Reduced
1312
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$80.4M -$316K 5 23.08% Reduced
1313
James Investment Research
James Investment Research
Ohio
$80.4M +$6.24M 11 7.47% Increased
1314
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$80.2M -$7.93M 4 10.43% Reduced
1315
Tiedemann Advisors
Tiedemann Advisors
New York
$80.2M -$201M 7 4.27% Reduced
1316
MayTech Global Investments
MayTech Global Investments
New York
$80.1M +$646K 5 16.6% Increased
1317
RBF Capital
RBF Capital
California
$80M -$2.99M 8 4.46% Reduced
1318
BCH
Berkshire Capital Holdings
California
$80M -$44.5M 7 10.74% Reduced
1319
Tufton Capital Management
Tufton Capital Management
Maryland
$79.8M +$531K 5 13.51% Increased
1320
ALPS Advisors
ALPS Advisors
Colorado
$79.8M +$499K 11 0.77% Increased
1321
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$79.6M -$2.98M 3 8.6% Reduced
1322
TimesSquare Capital Management
TimesSquare Capital Management
New York
$79.5M -$47M 4 0.69% Reduced
1323
Pitcairn
Pitcairn
Pennsylvania
$79.5M -$3.11M 14 5.49% Reduced
1324
JW Asset Management
JW Asset Management
Florida
$79.3M $0 1 23.92% Maintained
1325
Parsifal Capital Management
Parsifal Capital Management
Connecticut
$79.1M +$79.3M 1 5.4% New