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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
1501
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$53.3M +$703K 5 19.95% Increased
1502
Gifford Fong Associates
Gifford Fong Associates
California
$53.3M -$24.2M 8 14.03% Reduced
1503
Thematics Asset Management
Thematics Asset Management
France
$53.2M +$10.4M 4 2.9% Increased
1504
Capco Asset Management
Capco Asset Management
Florida
$53.2M -$270K 2 13.91% Reduced
1505
Anchor Investment Management
Anchor Investment Management
South Carolina
$53.1M +$2.38M 17 7.22% Increased
1506
Adero Partners
Adero Partners
California
$52.9M -$3.3M 8 5.8% Reduced
1507
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$52.9M $0 1 14.22% Maintained
1508
Sabal Trust
Sabal Trust
Florida
$52.8M -$282K 6 3.68% Reduced
1509
JCM
JS Capital Management
New York
$52.6M -$32.9M 4 9.51% Reduced
1510
Bellecapital
Bellecapital
Switzerland
$52.6M +$2.03M 7 13.09% Increased
1511
DFPG Investments
DFPG Investments
Utah
$52.6M +$11.2M 9 5.65% Increased
1512
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$52.6M -$258K 4 17.75% Reduced
1513
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$52.5M +$100K 7 1.26% Increased
1514
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$52.3M -$47.3M 9 2.37% Reduced
1515
Mitchell Capital Management
Mitchell Capital Management
Kansas
$52.2M +$855K 3 12.96% Increased
1516
Trust Asset Management
Trust Asset Management
Texas
$52.2M +$710K 6 5.87% Increased
1517
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$52.1M -$1.67M 3 13.59% Reduced
1518
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$52M -$1.39M 5 5.77% Reduced
1519
Blue Fin Capital
Blue Fin Capital
Rhode Island
$51.8M -$55.4K 6 16.74% Reduced
1520
James Investment Research
James Investment Research
Ohio
$51.8M -$1.24M 9 6.86% Reduced
1521
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$51.7M -$11.4M 6 13.4% Reduced
1522
Annex Advisory Services
Annex Advisory Services
Wisconsin
$51.6M +$3.82M 7 2.77% Increased
1523
PTB
Pioneer Trust Bank
Oregon
$51.6M -$146K 6 15.18% Reduced
1524
Monetary Management Group
Monetary Management Group
Missouri
$51.6M -$88.5K 8 15.18% Reduced
1525
Shufro Rose & Co
Shufro Rose & Co
New York
$51.5M -$796K 7 4.76% Reduced