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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
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas)
Kansas
$70.5M +$3.15M 8 7.58% Increased
1802
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$70.5M +$4.32M 9 2.85% Increased
1803
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$70.1M +$10.6M 6 23.23% Increased
1804
Alley Investment Management Company
Alley Investment Management Company
Illinois
$70M -$431K 4 8.48% Reduced
1805
Oakworth Capital
Oakworth Capital
Alabama
$70M +$3.19M 12 4.51% Increased
1806
Princeton Capital Management
Princeton Capital Management
New Jersey
$69.8M -$3.98M 6 20.73% Reduced
1807
Farmers Trust Company
Farmers Trust Company
Ohio
$69.8M -$3.5M 9 13.03% Reduced
1808
Brasada Capital Management
Brasada Capital Management
Texas
$69.5M +$968K 5 11.82% Increased
1809
Stokes Family Office
Stokes Family Office
Louisiana
$69.5M +$1.81M 6 7.29% Increased
1810
RBF Capital
RBF Capital
California
$69.4M +$16.5M 11 3.3% Increased
1811
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$69.4M +$264K 10 5.68% Increased
1812
Regal Partners
Regal Partners
Australia
$69.4M +$35.1M 2 5.86% Increased
1813
Optas LLC
Optas LLC
Texas
$69.2M +$1.69M 11 13.15% Increased
1814
Seaview Investment Managers
Seaview Investment Managers
Florida
$69.2M -$13.2K 7 14.66% Reduced
1815
Bell Bank
Bell Bank
North Dakota
$68.9M -$1.1M 7 3.21% Reduced
1816
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$68.9M -$1.92M 6 12.05% Reduced
1817
Sompo Asset Management
Sompo Asset Management
Japan
$68.9M +$535K 7 11.97% Increased
1818
Buckley Wealth Management
Buckley Wealth Management
Nevada
$68.9M -$1.34M 5 20.61% Reduced
1819
CRA Financial Services
CRA Financial Services
New Jersey
$68.9M +$16.2K 6 10.53% Increased
1820
TC
Torno Capital
Massachusetts
$68.7M +$22.9M 1 7.24% Increased
1821
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$68.7M -$947K 6 25.63% Reduced
1822
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$68.7M +$1.96M 6 1.72% Increased
1823
Apriem Advisors
Apriem Advisors
California
$68.6M -$1.4M 6 7.29% Reduced
1824
Edgar Lomax Company
Edgar Lomax Company
Virginia
$68.5M -$962K 1 4.33% Reduced
1825
Rice Partnership
Rice Partnership
Hawaii
$68.3M +$1.28M 5 11.87% Increased