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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
Naples Global Advisors
Naples Global Advisors
Florida
$59.9M +$2.49M 7 5.57% Increased
1802
SC
Saybrook Capital
North Carolina
$59.9M -$4.71M 3 16.92% Reduced
1803
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$59.9M +$787K 6 4.95% Increased
1804
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$59.8M -$4.77M 6 11.71% Reduced
1805
Bender Robert & Associates
Bender Robert & Associates
California
$59.8M +$59.4M 5 12.69% New
1806
Strategic Global Advisors
Strategic Global Advisors
California
$59.7M +$782K 5 11.78% Increased
1807
Colonial Trust
Colonial Trust
South Carolina
$59.7M +$2.87M 16 9.21% Increased
1808
Optas LLC
Optas LLC
Texas
$59.7M +$2.16M 6 13.72% Increased
1809
Sendero Wealth Management
Sendero Wealth Management
Texas
$59.6M -$967K 5 9.4% Reduced
1810
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$59.6M +$919K 9 7.99% Increased
1811
Campbell Capital Management
Campbell Capital Management
Florida
$59.5M +$2.33M 3 23.58% Increased
1812
EdenTree Asset Management
EdenTree Asset Management
United Kingdom
$59.4M +$2.27M 3 17.21% Increased
1813
Leo Wealth LLC
Leo Wealth LLC
Texas
$59.3M +$1.1M 7 5.42% Increased
1814
CRA Financial Services
CRA Financial Services
New Jersey
$59.3M +$273K 6 10.87% Increased
1815
Untitled Investments
Untitled Investments
New York
$59.3M -$3.29M 3 13.13% Reduced
1816
Marietta Wealth Management
Marietta Wealth Management
Georgia
$59.2M +$1.59M 5 8.6% Increased
1817
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$59.1M +$2.04M 4 19.88% Increased
1818
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$59M +$684K 7 3.59% Increased
1819
Cooper Investors
Cooper Investors
Australia
$59M -$7.76M 3 8.77% Reduced
1820
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$59M +$516K 5 9.57% Increased
1821
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$58.8M -$513K 6 17.37% Reduced
1822
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$58.8M +$1.98M 6 5.38% Increased
1823
MIG Capital
MIG Capital
California
$58.8M $0 2 7.13% Maintained
1824
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$58.8M +$1.14M 6 4.42% Increased
1825
Sargent Investment Group
Sargent Investment Group
Maryland
$58.8M +$1.87M 7 10.56% Increased