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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
1801
Sendero Wealth Management
Sendero Wealth Management
Texas
$38.4M +$4.82M 5 11.76% Increased
1802
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.4M +$778K 14 8.12% Increased
1803
Krilogy Financial
Krilogy Financial
Missouri
$38.3M +$1.63M 7 3.22% Increased
1804
Waycross Partners
Waycross Partners
Kentucky
$38.2M +$4.51M 4 11.11% Increased
1805
South Street Advisors
South Street Advisors
New York
$38.2M +$113K 4 7.84% Increased
1806
SWS
SYSTM Wealth Solutions
Illinois
$38.2M -$6.15M 7 5.88% Reduced
1807
Trifecta Capital Advisors
Trifecta Capital Advisors
Illinois
$38.1M +$919K 11 13.43% Increased
1808
Regal Investment Advisors
Regal Investment Advisors
Michigan
$38.1M +$147K 9 3.37% Increased
1809
MGM
Miura Global Management
New York
$38.1M +$4.74M 2 22.14% Increased
1810
GJCM
Grand Jean Capital Management
California
$38.1M +$770K 5 14.66% Increased
1811
Alley Investment Management Company
Alley Investment Management Company
Illinois
$38.1M +$1.14M 4 6.35% Increased
1812
Manchester Capital Management
Manchester Capital Management
Vermont
$38.1M +$3.26M 16 4.98% Increased
1813
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$38M +$445K 11 1.63% Increased
1814
XML Financial
XML Financial
Maryland
$37.9M -$307K 6 4.62% Reduced
1815
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$37.9M +$1.51M 8 11.36% Increased
1816
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$37.9M -$31.3M 3 0.83% Reduced
1817
Governors Lane
Governors Lane
New York
$37.9M -$29.6M 2 4.8% Reduced
1818
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$37.9M -$222K 6 4.78% Reduced
1819
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$37.8M -$873K 12 12.04% Reduced
1820
Farley Capital
Farley Capital
New York
$37.8M +$1.04M 4 43.59% Increased
1821
United Bank (Virginia)
United Bank (Virginia)
Virginia
$37.8M -$192K 5 4.83% Reduced
1822
Toronado Partners
Toronado Partners
California
$37.8M -$3.2M 1 13.81% Reduced
1823
Avior Wealth Management
Avior Wealth Management
Nebraska
$37.8M +$3.53M 20 2.59% Increased
1824
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$37.7M +$34.7M 1 2.14% Increased
1825
Symmetry Partners
Symmetry Partners
Connecticut
$37.7M -$1.39M 9 2.08% Reduced