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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
Brasada Capital Management
Brasada Capital Management
Texas
$81M -$5.76M 5 13.69% Reduced
1852
Square Wave Capital
Square Wave Capital
New York
$80.6M +$76.9M 2 18.73% New
1853
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$80.5M -$696K 6 9.75% Reduced
1854
Symmetry Investments
Symmetry Investments
Jersey
$80.5M -$9.7M 7 6.98% Reduced
1855
SFE Investment Counsel
SFE Investment Counsel
California
$80.4M -$4.1M 5 12.32% Reduced
1856
CoreCap Advisors
CoreCap Advisors
Michigan
$80.4M -$624K 25 2.81% Reduced
1857
Melqart Asset Management
Melqart Asset Management
United Kingdom
$80.3M +$20.6M 5 7.91% Increased
1858
Premier Fund Managers
Premier Fund Managers
United Kingdom
$80.2M -$19.4M 4 4.62% Reduced
1859
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$80.1M +$2.84M 6 1.69% Increased
1860
Aspen Grove Capital
Aspen Grove Capital
Colorado
$80.1M -$1.06M 10 13.88% Reduced
1861
HCR Wealth Advisors
HCR Wealth Advisors
California
$79.9M +$813K 8 7.92% Increased
1862
Bender Robert & Associates
Bender Robert & Associates
California
$79.9M -$922K 5 16.61% Reduced
1863
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$79.8M -$5.77M 3 9.09% Reduced
1864
Zhang Financial
Zhang Financial
Michigan
$79.8M +$3.21M 6 2.98% Increased
1865
Apollon Financial
Apollon Financial
South Carolina
$79.8M +$2.67M 7 11.58% Increased
1866
Portside Wealth Group
Portside Wealth Group
Utah
$79.7M +$323K 12 10.72% Increased
1867
Advocacy Wealth Management Services
Advocacy Wealth Management Services
Georgia
$79.7M +$1.03M 5 3.34% Increased
1868
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$79.6M -$2.69M 8 3.2% Reduced
1869
SageView Advisory Group
SageView Advisory Group
California
$79.5M -$840K 26 2.69% Reduced
1870
Ally Financial
Ally Financial
Michigan
$79.5M +$21.9M 4 9.7% Increased
1871
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$79.2M +$1.49M 6 11.17% Increased
1872
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$79.2M -$8.13M 7 13.35% Reduced
1873
Vega Investment Solutions
Vega Investment Solutions
France
$79.1M +$77.2M 10 12.58% New
1874
Berger Financial Group
Berger Financial Group
Minnesota
$79.1M -$503K 7 4.57% Reduced
1875
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$79M -$604K 12 10.44% Reduced