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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
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$48.6M +$4.69M 5 9.14% Increased
1852
MKC
M. Kraus & Co
Vermont
$48.5M +$956K 5 15.79% Increased
1853
Fogel Capital Management
Fogel Capital Management
Florida
$48.5M +$43.4M 2 37% New
1854
Constitution Capital
Constitution Capital
Connecticut
$48.4M +$6.78M 3 29.21% Increased
1855
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$48.4M -$41.1M 3 2.8% Reduced
1856
KAS
Kemnay Advisory Services
New York
$48.3M +$499K 5 11.72% Increased
1857
Solidarity Wealth
Solidarity Wealth
Utah
$48.2M +$153K 5 17.4% Increased
1858
Blue Grotto Capital
Blue Grotto Capital
Georgia
$48.2M -$13.4M 3 10.56% Reduced
1859
RFG Advisory
RFG Advisory
Alabama
$48.1M +$1.28M 8 1.87% Increased
1860
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$48.1M +$9.32M 3 14% Increased
1861
M
MOTCO
Texas
$47.9M -$1.99M 10 3.07% Reduced
1862
Leo Wealth LLC
Leo Wealth LLC
Texas
$47.9M +$44.3M 7 4.97% New
1863
Syon Capital
Syon Capital
California
$47.9M +$8.46M 7 4.91% Increased
1864
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$47.9M -$7.93M 3 5.98% Reduced
1865
Albar Capital
Albar Capital
United Kingdom
$47.8M +$5.91M 1 10.24% Increased
1866
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$47.8M -$598K 6 14.77% Reduced
1867
Brown Shipley & Co
Brown Shipley & Co
United Kingdom
$47.7M +$915K 6 23.64% Increased
1868
Realta Investment Advisors
Realta Investment Advisors
Delaware
$47.7M +$773K 9 10.76% Increased
1869
Condor Capital Management
Condor Capital Management
New Jersey
$47.5M -$553K 4 5.1% Reduced
1870
CWM
Cornerstone Wealth Management
Missouri
$47.5M -$1.23M 9 4.09% Reduced
1871
Hollencrest Capital Management
Hollencrest Capital Management
California
$47.5M +$1.26M 16 4.49% Increased
1872
Honeycomb Asset Management
Honeycomb Asset Management
New York
$47.4M -$55.3M 3 11.38% Reduced
1873
Waverly Advisors
Waverly Advisors
Alabama
$47.4M +$3.79M 8 1.78% Increased
1874
Cubic Asset Management
Cubic Asset Management
Massachusetts
$47.3M -$842K 5 12.16% Reduced
1875
MAM
Morse Asset Management
Connecticut
$47.3M -$1.42M 5 13.92% Reduced