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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
Buckley Wealth Management
Buckley Wealth Management
Nevada
$65.4M -$666K 5 20.03% Reduced
1852
L & S Advisors
L & S Advisors
California
$65.4M -$12.1M 8 7.17% Reduced
1853
Auxier Asset Management
Auxier Asset Management
Oregon
$65.4M -$1.15M 7 10.13% Reduced
1854
LFCM
Long Focus Capital Management
Puerto Rico
$65.3M +$11.5M 2 2.12% Increased
1855
Avalon Global Asset Management
Avalon Global Asset Management
California
$65.1M +$15.6M 5 15.6% Increased
1856
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$65.1M +$6.94M 8 12.24% Increased
1857
WPI
Walter Public Investments
Canada
$64.9M +$891K 2 11.61% Increased
1858
Two Creeks Capital Management
Two Creeks Capital Management
New York
$64.9M -$276K 1 3.96% Reduced
1859
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$64.8M +$2.45M 7 3.19% Increased
1860
Proem Advisors
Proem Advisors
Texas
$64.8M +$61.5M 7 17.26% New
1861
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$64.7M +$3.91M 6 3.79% Increased
1862
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$64.5M -$778K 6 8.84% Reduced
1863
JLB & Associates
JLB & Associates
Michigan
$64.4M -$2.37M 3 8.74% Reduced
1864
Meridiem Capital Partners
Meridiem Capital Partners
Texas
$64.4M +$59.6M 2 5.66% New
1865
Tremblant Capital Group
Tremblant Capital Group
Florida
$64.4M -$27.6M 2 6.67% Reduced
1866
BTG Pactual Asset Management US
BTG Pactual Asset Management US
New York
$64.3M +$4.61M 7 6.67% Increased
1867
Arjuna Capital
Arjuna Capital
North Carolina
$64.1M -$1.35M 7 17.06% Reduced
1868
One Capital Management
One Capital Management
California
$64.1M -$2.73M 5 2.12% Reduced
1869
Untitled Investments
Untitled Investments
New York
$63.9M +$1.36M 3 15.58% Increased
1870
CT
Chicago Trust
Illinois
$63.8M -$3.19M 8 11.29% Reduced
1871
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$63.7M -$1.06K 11 6.13% Reduced
1872
Towarzystwo Funduszy Inwestycyjnych PZU SA
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.7M +$8.52M 16 21.01% Increased
1873
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$63.7M +$1.27M 6 5.67% Increased
1874
GeoWealth Management
GeoWealth Management
Illinois
$63.6M -$1.08M 19 2.08% Reduced
1875
Absher Wealth Management
Absher Wealth Management
North Carolina
$63.4M -$1.64M 5 8.3% Reduced