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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
1676
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$57.5M +$8.05M 7 12.5% Increased
1677
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$57.4M -$2.03M 7 5.23% Reduced
1678
Farther Finance Advisors
Farther Finance Advisors
California
$57.3M +$23.9M 25 4.12% Increased
1679
CF
Clarity Financial
Texas
$57.2M +$6.7M 5 9.91% Increased
1680
Summit Financial
Summit Financial
New Jersey
$57.2M +$3.57M 8 3.74% Increased
1681
Shufro Rose & Co
Shufro Rose & Co
New York
$57.2M -$340K 7 5.43% Reduced
1682
Blackstone Inc
Blackstone Inc
New York
$57.1M -$29.6M 2 0.26% Reduced
1683
Stockman Wealth Management
Stockman Wealth Management
Montana
$57.1M -$502K 6 11.4% Reduced
1684
Dragoneer Investment Group
Dragoneer Investment Group
California
$57.1M $0 1 1.24% Maintained
1685
River Road Asset Management
River Road Asset Management
Kentucky
$57M -$27M 3 0.79% Reduced
1686
Bensler
Bensler
Washington
$57M +$2.5M 4 9.45% Increased
1687
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$56.9M +$3.38M 8 7.04% Increased
1688
MIM
Marco Investment Management
Georgia
$56.9M +$2.85M 7 5.83% Increased
1689
Cypress Capital Group
Cypress Capital Group
Florida
$56.8M -$230K 7 7.39% Reduced
1690
Toth Financial Advisory
Toth Financial Advisory
Virginia
$56.8M +$1.93M 16 7.7% Increased
1691
Power Corp of Canada
Power Corp of Canada
Canada
$56.8M -$8.61M 4 5.88% Reduced
1692
Valicenti Advisory Services
Valicenti Advisory Services
New York
$56.8M -$6.98M 5 17.25% Reduced
1693
River Global Investors
River Global Investors
United Kingdom
$56.7M +$5.75M 10 10.75% Increased
1694
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$56.7M +$23.7M 11 10.03% Increased
1695
LA
Lynch & Associates
Indiana
$56.7M +$179K 4 13.77% Increased
1696
Mather Group
Mather Group
Illinois
$56.6M +$6.83M 8 0.89% Increased
1697
Arcadia Investment Management
Arcadia Investment Management
Michigan
$56.6M +$952K 9 10.81% Increased
1698
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$56.5M -$19.4M 5 11.5% Reduced
1699
Perennial Advisors
Perennial Advisors
New York
$56.5M -$758K 5 13.88% Reduced
1700
Forum Financial Management
Forum Financial Management
Illinois
$56.5M +$2.13M 11 1.06% Increased