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 |
Brasada Capital Management
Houston,
Texas
| $68.5M | +$1.93M | 4 | 11.95% | Increased |
|
| 1702 |
Matthew Goff Investment Advisor
Houston,
Texas
| $68.5M | -$9.22M | 5 | 13.97% | Reduced |
|
| 1703 |
Portside Wealth Group
Provo,
Utah
| $68.4M | -$3.79M | 8 | 13.05% | Reduced |
|
| 1704 |
Csenge Advisory Group
Clearwater,
Florida
| $68.4M | +$562K | 8 | 3.88% | Increased |
|
| 1705 |
Avior Wealth Management
Omaha,
Nebraska
| $68.4M | -$7.34M | 20 | 2.94% | Reduced |
|
| 1706 |
UG Investment Advisers
Taipei,
Taiwan
| $68.3M | -$32M | 2 | 23.17% | Reduced |
|
| 1707 |
Core Alternative Capital
Peachtree Corners,
Georgia
| $68.3M | -$3.98M | 9 | 13.65% | Reduced |
|
| 1708 |
RFG Advisory
Birmingham,
Alabama
| $68.2M | +$8.36M | 9 | 2.22% | Increased |
|
| 1709 |
EFG Asset Management (Americas)
Miami,
Florida
| $68.1M | +$18.9M | 6 | 13.35% | Increased |
|
| 1710 |
Concourse Financial Group Securities
Birmingham,
Alabama
| $68.1M | +$359K | 20 | 4.26% | Increased |
|
| 1711 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
| $68M | -$552K | 6 | 13.2% | Reduced |
|
| 1712 |
Holderness Investments Company
Greensboro,
North Carolina
| $67.9M | +$194K | 6 | 16.01% | Increased |
|
| 1713 |
Regal Investment Advisors
Kentwood,
Michigan
| $67.8M | +$1.29M | 6 | 4.43% | Increased |
|
| 1714 |
GA
GFS Advisors
Houston,
Texas
| $67.5M | -$50.5M | 4 | 10.88% | Reduced |
|
| 1715 |
BBR Partners
New York
| $67.5M | -$5.45M | 7 | 5.53% | Reduced |
|
| 1716 |
Redpoint Management
Woodside,
California
| $67.5M | $0 | 1 | 10.72% | Maintained |
|
| 1717 |
Berger Financial Group
Plymouth,
Minnesota
| $67.5M | -$15.8K | 8 | 5.38% | Reduced |
|
| 1718 |
SFMG Wealth Advisors
Plano,
Texas
| $67.4M | -$911K | 6 | 5.86% | Reduced |
|
| 1719 |
Altrafin AG
Zurich,
| $67.3M | +$2.38M | 4 | 24.88% | Increased |
|
| 1720 |
Phraction Management
Colchester,
Connecticut
| $67.3M | -$69.6K | 5 | 24.58% | Reduced |
|
| 1721 |
Davis Rea
Toronto,
Ontario, Canada
| $67.2M | -$1.86M | 5 | 33.6% | Reduced |
|
| 1722 |
CreativeOne Wealth
Overland Park,
Kansas
| $67.2M | -$9.24M | 10 | 3.4% | Reduced |
|
| 1723 |
Oakworth Capital
Birmingham,
Alabama
| $67.1M | +$126K | 10 | 4.91% | Increased |
|
| 1724 |
Toth Financial Advisory
Leesburg,
Virginia
| $67.1M | -$430K | 14 | 8.53% | Reduced |
|
| 1725 |
Taikang Asset Management (HK)
Hong Kong
| $67M | -$11.5M | 5 | 10.41% | Reduced |
|