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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
1601
Solidarity Wealth
Solidarity Wealth
Utah
$105M +$12.6M 4 21.57% Increased
1602
CFM Wealth Partners
CFM Wealth Partners
Texas
$105M -$2.17M 6 15.21% Reduced
1603
Optas LLC
Optas LLC
Texas
$105M +$5.7M 12 16.46% Increased
1604
KWMG
King Wealth Management Group
Florida
$105M +$2.65M 6 12.68% Increased
1605
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$105M +$867K 23 4.22% Increased
1606
AMCA
Arthur M. Cohen & Associates
Illinois
$105M +$34.3K 6 17.13% Increased
1607
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$105M +$1.89M 6 2.43% Increased
1608
IGYL
I.G.Y. Ltd
United Kingdom
$105M -$1.35M 1 44.57% Reduced
1609
Coalescence Partners Investment Management
Coalescence Partners Investment Management
New York
$105M +$12.8M 2 24.7% Increased
1610
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$105M +$98.7M 1 1.25% New
1611
StoneX Group
StoneX Group
New York
$105M -$5.6M 10 4.54% Reduced
1612
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$105M -$2.32M 2 30.55% Reduced
1613
Quarry LP
Quarry LP
New York
$105M +$46.4M 14 16.35% Increased
1614
Courier Capital
Courier Capital
New York
$105M -$4.66M 7 5.87% Reduced
1615
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$104M -$5.27M 7 7.39% Reduced
1616
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$104M +$4.27M 9 7.19% Increased
1617
Angeles Wealth Management
Angeles Wealth Management
California
$104M +$11.5M 10 5.75% Increased
1618
Y.D. More Investments
Y.D. More Investments
Israel
$104M +$7.49M 11 4.99% Increased
1619
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104M -$7.41M 12 3.9% Reduced
1620
Tremblant Capital Group
Tremblant Capital Group
Florida
$104M +$83.7M 3 2.65% Increased
1621
Shufro Rose & Co
Shufro Rose & Co
New York
$104M +$1.22M 7 7.03% Increased
1622
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$104M -$262M 4 0.05% Reduced
1623
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$104M -$2.7M 4 14.14% Reduced
1624
Great Lakes Retirement
Great Lakes Retirement
Ohio
$104M -$271K 8 10.79% Reduced
1625
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$104M -$1.21M 9 12.2% Reduced