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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
GDS Wealth Management
GDS Wealth Management
Texas
$62.1M +$3.8M 6 6.82% Increased
1802
Money Concepts Capital
Money Concepts Capital
Florida
$61.9M +$533K 9 5.2% Increased
1803
CRA Financial Services
CRA Financial Services
New Jersey
$61.8M -$1.12M 6 12.47% Reduced
1804
WPI
Walter Public Investments
Canada
$61.8M -$201K 2 11.82% Reduced
1805
First Western Trust Bank
First Western Trust Bank
Colorado
$61.6M -$7.23M 6 2.93% Reduced
1806
Solidarity Wealth
Solidarity Wealth
Utah
$61.5M -$1.27M 4 18.65% Reduced
1807
Kadensa Capital
Kadensa Capital
Hong Kong
$61.5M -$23.5M 3 14.49% Reduced
1808
Makena Capital Management
Makena Capital Management
California
$61.4M +$1.55M 3 14.24% Increased
1809
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$61.4M -$459K 4 16.44% Reduced
1810
Optas LLC
Optas LLC
Texas
$61.4M +$1.62M 7 15.81% Increased
1811
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$61.4M $0 6 18.87% Maintained
1812
Eventide Asset Management
Eventide Asset Management
Massachusetts
$61.4M +$3.54M 3 1.05% Increased
1813
RBF Capital
RBF Capital
California
$61.3M -$3.63M 10 3.53% Reduced
1814
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$61.3M +$2.51M 6 5.46% Increased
1815
Element Capital Management
Element Capital Management
New York
$61.3M +$39.8M 6 4.76% Increased
1816
Syon Capital
Syon Capital
California
$61.3M +$1.71M 7 5.63% Increased
1817
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$61.2M -$712K 6 3.32% Reduced
1818
M
MOTCO
Texas
$61.2M -$156K 8 3.61% Reduced
1819
Marietta Wealth Management
Marietta Wealth Management
Georgia
$61.1M +$12.4M 5 9.53% Increased
1820
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$61.1M +$2.2M 3 5.46% Increased
1821
CT
Chicago Trust
Illinois
$61.1M +$3.19M 8 12.39% Increased
1822
Campbell Capital Management
Campbell Capital Management
Florida
$61.1M +$3.58M 3 26.25% Increased
1823
Hutchinson Capital Management
Hutchinson Capital Management
California
$61M +$122K 5 12.47% Increased
1824
Brown Shipley & Co
Brown Shipley & Co
United Kingdom
$60.9M -$26.9M 6 27.43% Reduced
1825
EdenTree Asset Management
EdenTree Asset Management
United Kingdom
$60.9M -$4.25M 3 19.31% Reduced