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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
1551
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$87.1M -$3.91M 5 7.8% Reduced
1552
EULAV Asset Management
EULAV Asset Management
Florida
$86.9M -$1.32M 4 2.09% Reduced
1553
DFO
Duquesne Family Office
New York
$86.6M +$62.1M 2 2.33% Increased
1554
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$86.5M +$4.56M 4 22.35% Increased
1555
FourThought Financial Partners
FourThought Financial Partners
Florida
$86.4M +$5.85M 8 8.97% Increased
1556
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$86.3M +$96.8M 10 2.28% New
1557
Belpointe Asset Management
Belpointe Asset Management
Nevada
$86.3M +$1.65M 11 5.2% Increased
1558
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$86.2M -$3.6M 9 4.13% Reduced
1559
Hodges Capital Management
Hodges Capital Management
Texas
$86.2M +$7.53M 6 5.16% Increased
1560
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$86.1M -$1.92M 10 9% Reduced
1561
Mirabaud & Cie
Mirabaud & Cie
Switzerland
$86M -$6.58M 4 27.6% Reduced
1562
Rothschild Capital Partners
Rothschild Capital Partners
New York
$86M -$2.2M 6 20.85% Reduced
1563
Graypoint LLC
Graypoint LLC
New York
$85.8M +$2.05M 10 5.19% Increased
1564
Sora Investors
Sora Investors
Pennsylvania
$85.8M +$51.7M 3 9.52% Increased
1565
HughesLittle Investment Management
HughesLittle Investment Management
$85.7M $0 2 16.23% Maintained
1566
Claar Advisors
Claar Advisors
New York
$85.6M -$2.8M 4 27.71% Reduced
1567
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$85.6M -$1.71M 8 6.88% Reduced
1568
Cinctive Capital Management
Cinctive Capital Management
New York
$85.6M +$27.5M 7 4.36% Increased
1569
Courier Capital
Courier Capital
New York
$85.5M -$3.16M 6 5.9% Reduced
1570
Harbour Investments
Harbour Investments
Wisconsin
$85.4M +$3.39M 28 2.45% Increased
1571
Foster & Motley
Foster & Motley
Ohio
$85.4M -$996K 8 5.56% Reduced
1572
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$85.3M -$3.65M 10 6.53% Reduced
1573
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$85.2M +$18.5M 3 10.31% Increased
1574
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$85.1M -$72.4M 12 0.55% Reduced
1575
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$85.1M +$67K 6 3.4% Increased