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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
1776
LCA
Legend Capital Advisors
New York
$88.9M +$95.8M 5 49.54% New
1777
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$88.8M -$383K 12 4.12% Reduced
1778
Cardinal Point Capital Management
Cardinal Point Capital Management
Ontario, Canada
$88.7M +$1.23M 6 5.8% Increased
1779
HS Management Partners
HS Management Partners
New York
$88.7M -$59.8M 3 18.93% Reduced
1780
Unio Capital
Unio Capital
New Jersey
$88.7M +$10.6M 4 16.68% Increased
1781
Robinhood Asset Management
Robinhood Asset Management
California
$88.6M +$90.5M 6 7.06% New
1782
Campbell Capital Management
Campbell Capital Management
Florida
$88.4M -$240K 4 29.93% Reduced
1783
Segment Wealth Management
Segment Wealth Management
Texas
$88.3M +$789K 8 5.12% Increased
1784
Holderness Investments Company
Holderness Investments Company
North Carolina
$87.8M -$1.58M 6 17.87% Reduced
1785
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$87.8M -$6.42M 4 11.68% Reduced
1786
Massar Capital Management
Massar Capital Management
Connecticut
$87.7M +$91.6M 8 9.41% Increased
1787
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$87.6M -$6.75M 6 12.71% Reduced
1788
Thompson Investment Management
Thompson Investment Management
Wisconsin
$87.5M -$4.89M 11 10.97% Reduced
1789
Manchester Capital Management
Manchester Capital Management
Vermont
$87.5M +$3.69M 21 11.9% Increased
1790
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$87.2M +$1.49M 7 3.8% Increased
1791
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$87.2M +$539K 6 7.04% Increased
1792
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$87.1M +$2.72M 8 11.73% Increased
1793
Private Capital Advisors
Private Capital Advisors
Connecticut
$87.1M -$2.21M 5 8.89% Reduced
1794
NBC Securities
NBC Securities
Alabama
$87.1M +$1.54M 22 6.53% Increased
1795
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$87M -$38.2M 5 10.69% Reduced
1796
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$86.9M +$816K 13 6.15% Increased
1797
M Holdings Securities
M Holdings Securities
Oregon
$86.9M +$67.3M 7 6.23% Increased
1798
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$86.8M +$2.63M 7 16.75% Increased
1799
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$86.8M -$1.21M 8 5.82% Reduced
1800
Sendero Wealth Management
Sendero Wealth Management
Texas
$86.7M -$2.29M 5 9.61% Reduced