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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
1826
Icon Wealth Partners
Icon Wealth Partners
Texas
$43.6M -$10.4M 8 4.95% Reduced
1827
CF
Clarity Financial
Texas
$43.6M +$16.7M 5 7.32% Increased
1828
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$43.5M +$290K 8 7.83% Increased
1829
Redwood Investments
Redwood Investments
Massachusetts
$43.5M -$6.18M 4 5.88% Reduced
1830
First Interstate Bank
First Interstate Bank
Montana
$43.5M -$4.45M 6 3.75% Reduced
1831
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$43.4M +$485K 10 2% Increased
1832
Novo Holdings A/S
Novo Holdings A/S
Denmark
$43.4M $0 1 3.21% Maintained
1833
WPI
Walter Public Investments
Canada
$43.4M -$984K 2 10.29% Reduced
1834
M
MOTCO
Texas
$43.4M -$1.99M 10 2.97% Reduced
1835
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$43.3M -$758K 6 5.29% Reduced
1836
Hutchinson Capital Management
Hutchinson Capital Management
California
$43.2M -$546K 5 10.15% Reduced
1837
Mather Group
Mather Group
Illinois
$43.1M +$2.75M 7 0.77% Increased
1838
South Street Advisors
South Street Advisors
New York
$43.1M +$267K 4 8.67% Increased
1839
Grandeur Peak Global Advisors
Grandeur Peak Global Advisors
Utah
$43.1M +$4.88M 2 3.25% Increased
1840
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$43.1M +$2.37M 6 2.95% Increased
1841
Elk River Wealth Management
Elk River Wealth Management
Colorado
$43M +$326K 5 9.52% Increased
1842
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$43M -$704K 7 5.34% Reduced
1843
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.9M -$1.59M 12 9.07% Reduced
1844
ACM
Ariose Capital Management
Hong Kong
$42.9M +$30.4M 1 24.28% Increased
1845
Avalon Global Asset Management
Avalon Global Asset Management
California
$42.9M +$4.07M 5 16.79% Increased
1846
EEP
Edgehill Endowment Partners
Connecticut
$42.8M $0 1 7.88% Maintained
1847
Institute for Wealth Management
Institute for Wealth Management
Colorado
$42.8M -$151K 10 7.71% Reduced
1848
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$42.7M -$383K 6 10.6% Reduced
1849
PFG Advisors
PFG Advisors
Arizona
$42.7M -$25.6M 7 3.83% Reduced
1850
Optas LLC
Optas LLC
Texas
$42.5M -$90.6K 6 14.15% Reduced