← All themes

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
Banco BTG Pactual
Banco BTG Pactual
Brazil
$68.3M +$19.8M 5 13.89% Increased
1827
Segment Wealth Management
Segment Wealth Management
Texas
$68.2M -$32.2K 7 4.33% Reduced
1828
SF
Symphony Financial
Texas
$68.2M +$50.1M 7 8.94% Increased
1829
TAA
TB Alternative Assets
Cayman Islands
$68M +$7.64M 3 12.6% Increased
1830
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$68M +$26.1M 5 8.94% Increased
1831
WM
WS Management
Florida
$68M -$5.94M 2 9.41% Reduced
1832
SC
Saybrook Capital
North Carolina
$67.9M +$2.35M 3 19.19% Increased
1833
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$67.9M +$5.23M 6 4.42% Increased
1834
Cadinha & Co
Cadinha & Co
Hawaii
$67.8M +$12.8M 4 11.24% Increased
1835
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$67.8M +$4.28M 12 6.92% Increased
1836
Nelson Capital Management
Nelson Capital Management
California
$67.7M +$386K 6 8.95% Increased
1837
TT International Asset Management
TT International Asset Management
United Kingdom
$67.3M +$8.34M 1 12.82% Increased
1838
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$67.2M +$546K 10 11.44% Increased
1839
Arax Advisory Partners
Arax Advisory Partners
Colorado
$67.1M +$7.13M 25 3.08% Increased
1840
Physicians Financial Services
Physicians Financial Services
North Carolina
$66.7M -$1.07M 6 19.86% Reduced
1841
Berger Financial Group
Berger Financial Group
Minnesota
$66.6M -$4.78M 7 4.3% Reduced
1842
Capital Planning Advisors
Capital Planning Advisors
California
$66.6M -$1.18M 6 9.77% Reduced
1843
TAM
Telemark Asset Management
Massachusetts
$66.6M +$6.79M 4 6.04% Increased
1844
Leo Wealth LLC
Leo Wealth LLC
Texas
$66.6M +$20.5M 7 5.18% Increased
1845
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$66.5M -$139K 4 6.39% Reduced
1846
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$66.5M -$1.66M 6 5.84% Reduced
1847
Institute for Wealth Management
Institute for Wealth Management
Colorado
$66.4M -$2.07M 10 7.4% Reduced
1848
Avalon Capital Management
Avalon Capital Management
California
$66.2M -$7.65M 5 17.77% Reduced
1849
CoreCap Advisors
CoreCap Advisors
Michigan
$66M -$2.19M 25 2.66% Reduced
1850
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$65.9M +$2.61M 3 13.34% Increased