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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
Peak Asset Management
Peak Asset Management
Colorado
$83.9M -$2.51M 8 14.29% Reduced
1827
Maestria Partners
Maestria Partners
Georgia
$83.9M $0 4 24.58% Maintained
1828
Perryman Financial Advisory
Perryman Financial Advisory
Texas
$83.9M +$82.5M 6 12.31% New
1829
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$83.7M -$4.76M 6 5.8% Reduced
1830
Colonial Trust
Colonial Trust
South Carolina
$83.6M +$63.7K 18 11.14% Increased
1831
Owl Creek Asset Management
Owl Creek Asset Management
New York
$83.5M +$24.4M 3 2.52% Increased
1832
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$83.4M +$5.55M 7 7.98% Increased
1833
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$83.3M +$181K 6 28.02% Increased
1834
Toth Financial Advisory
Toth Financial Advisory
Virginia
$83.2M -$3.56M 17 9.03% Reduced
1835
BPIA
Broad Peak Investment Advisers
Singapore
$83.2M +$88.4M 2 14.91% Increased
1836
WPI
Walter Public Investments
Canada
$83.1M -$9.8M 3 14.7% Reduced
1837
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$83M -$1.93M 7 13.35% Reduced
1838
Capital Group Investment Management
Capital Group Investment Management
Singapore
$83M +$1.66M 8 13.48% Increased
1839
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$82.9M +$83.7M 2 10.46% New
1840
ShawSpring Partners
ShawSpring Partners
Massachusetts
$82.8M +$88.7M 2 15.58% New
1841
Meiji Yasuda America
Meiji Yasuda America
New York
$82.3M +$80.9M 3 18.9% New
1842
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$82.2M +$2.49M 26 6.14% Increased
1843
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$81.8M +$825K 11 4.26% Increased
1844
East Coast Asset Management
East Coast Asset Management
Massachusetts
$81.7M -$1000K 5 24.03% Reduced
1845
Portfolio Design Labs
Portfolio Design Labs
California
$81.6M +$1.51M 7 13.46% Increased
1846
Marble Wealth
Marble Wealth
Alabama
$81.6M +$79.7M 6 11.33% New
1847
Princeton Capital Management
Princeton Capital Management
New Jersey
$81.3M -$336K 5 20.96% Reduced
1848
Buckley Wealth Management
Buckley Wealth Management
Nevada
$81.2M -$173K 5 21.53% Reduced
1849
Costello Asset Management
Costello Asset Management
Pennsylvania
$81.2M -$850K 15 26.84% Reduced
1850
Bell Bank
Bell Bank
North Dakota
$81.1M -$1.96M 7 3.47% Reduced