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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
1701
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$38.2M -$929K 6 5.84% Reduced
1702
Conning Inc
Conning Inc
Connecticut
$38.2M -$3.3M 6 1.36% Reduced
1703
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$38.2M +$1.2M 8 6.34% Increased
1704
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$38.1M -$20.6M 4 6.99% Reduced
1705
J. Arnold Wealth Management
J. Arnold Wealth Management
Ohio
$38.1M +$2.41M 3 21.48% Increased
1706
Oribel Capital Management
Oribel Capital Management
New York
$38.1M +$41.7M 3 5.15% Increased
1707
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$38.1M -$1.26M 14 3.75% Reduced
1708
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$38M -$1.5M 4 9.62% Reduced
1709
Claret Asset Management
Claret Asset Management
Quebec, Canada
$38M +$309K 5 9.01% Increased
1710
WoodTrust Financial
WoodTrust Financial
Wisconsin
$38M +$370K 7 8.54% Increased
1711
Edgestream Partners
Edgestream Partners
New Jersey
$38M -$6.95M 8 2.94% Reduced
1712
MIM
Marco Investment Management
Georgia
$37.9M -$2.42M 7 4.8% Reduced
1713
Brightworth
Brightworth
Georgia
$37.8M +$2.89M 6 4.05% Increased
1714
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$37.7M +$346K 7 4.4% Increased
1715
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$37.7M +$9.19M 7 2.69% Increased
1716
Verde Servicos Internacionais
Verde Servicos Internacionais
Brazil
$37.7M -$55.8M 2 12.71% Reduced
1717
Dillon & Associates
Dillon & Associates
Michigan
$37.7M +$396K 4 8.75% Increased
1718
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$37.7M -$8.89M 2 13.43% Reduced
1719
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$37.6M -$155K 3 8% Reduced
1720
Saba Capital Management
Saba Capital Management
New York
$37.6M $0 2 0.42% Maintained
1721
First Western Trust Bank
First Western Trust Bank
Colorado
$37.6M +$103K 6 2.53% Increased
1722
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$37.6M +$18M 7 3.68% Increased
1723
Slow Capital
Slow Capital
California
$37.6M +$864K 9 8.12% Increased
1724
Covenant Asset Management
Covenant Asset Management
New Jersey
$37.6M -$226K 5 10.71% Reduced
1725
Hamilton Wealth
Hamilton Wealth
California
$37.5M +$2.02M 5 15.85% Increased