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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
1851
TIFF Advisory Services
TIFF Advisory Services
Pennsylvania
$32.6M +$32.1M 2 13.5% Increased
1852
Lakehouse Capital
Lakehouse Capital
Australia
$32.6M +$7.37M 4 35.7% Increased
1853
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$32.6M +$4.38M 3 28.84% Increased
1854
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$32.5M +$1.29M 8 2.35% Increased
1855
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$32.5M -$746K 8 7.86% Reduced
1856
Sycomore Asset Management
Sycomore Asset Management
France
$32.4M +$2.6M 4 9.15% Increased
1857
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$32.4M -$556K 6 5.96% Reduced
1858
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$32.4M -$1.43M 7 10.3% Reduced
1859
Mather Group
Mather Group
Illinois
$32.3M +$1.07M 6 0.7% Increased
1860
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$32.3M +$11.1M 5 14.9% Increased
1861
Act Two Investors
Act Two Investors
California
$32.3M +$7.16K 3 32.68% Increased
1862
XML Financial
XML Financial
Maryland
$32.3M +$25.4M 6 4.48% Increased
1863
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$32.3M -$1.65M 7 7.77% Reduced
1864
GDS Wealth Management
GDS Wealth Management
Texas
$32.2M +$5.15M 5 7.18% Increased
1865
Clearline Capital
Clearline Capital
New York
$32.2M +$408K 3 3.85% Increased
1866
Romano Brothers & Co
Romano Brothers & Co
Illinois
$32.2M +$36.7M 7 5.19% New
1867
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$32.2M -$1.17M 5 4.81% Reduced
1868
Circle Wealth Management
Circle Wealth Management
New Jersey
$32M -$277K 8 5.28% Reduced
1869
Physicians Financial Services
Physicians Financial Services
North Carolina
$32M -$640K 7 15.46% Reduced
1870
WealthSource Partners
WealthSource Partners
California
$32M -$1.39M 7 2.37% Reduced
1871
Stewart & Patten Company
Stewart & Patten Company
California
$32M +$580K 6 6.16% Increased
1872
Bensler
Bensler
Washington
$32M +$1.23M 4 7.62% Increased
1873
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$32M -$16M 5 11.3% Reduced
1874
Boundary Creek Advisors
Boundary Creek Advisors
New York
$31.9M +$7.95M 2 0.9% Increased
1875
Whitener Capital Management
Whitener Capital Management
North Carolina
$31.9M -$602K 8 15.06% Reduced