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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
1901
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$51.5M -$5.07M 8 7.76% Reduced
1902
AC
AMS Capital
Brazil
$51.4M +$1.2M 4 14.09% Increased
1903
Legacy Advisors
Legacy Advisors
Pennsylvania
$51.3M -$848K 7 6.49% Reduced
1904
Asset Dedication LLC
Asset Dedication LLC
California
$51.3M +$2.56M 18 3.83% Increased
1905
MAM
Morse Asset Management
Connecticut
$51.3M -$725K 4 13.1% Reduced
1906
Norden Group
Norden Group
Utah
$51.3M +$11.1M 8 10.41% Increased
1907
Premier Fund Managers
Premier Fund Managers
United Kingdom
$51.2M +$6.19M 5 2.03% Increased
1908
Avantax Planning Partners
Avantax Planning Partners
Iowa
$51.2M +$8.82M 7 1.66% Increased
1909
Romano Brothers & Co
Romano Brothers & Co
Illinois
$51.2M -$380K 6 7.01% Reduced
1910
FDx Advisors
FDx Advisors
Illinois
$51.1M -$34M 8 7.76% Reduced
1911
Strategic Global Advisors
Strategic Global Advisors
California
$51.1M +$8.22M 4 11.04% Increased
1912
Colonial Trust
Colonial Trust
South Carolina
$51M -$416K 15 9.55% Reduced
1913
Elk River Wealth Management
Elk River Wealth Management
Colorado
$51M -$4.4M 4 10.38% Reduced
1914
McIlrath & Eck
McIlrath & Eck
Washington
$51M +$614K 15 8.08% Increased
1915
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$50.9M +$2.13M 6 9.21% Increased
1916
GeoWealth Management
GeoWealth Management
Illinois
$50.8M +$16.7M 9 1.97% Increased
1917
Turiya Advisors Asia
Turiya Advisors Asia
Hong Kong
$50.8M +$43.6M 1 14.28% New
1918
Bison Wealth
Bison Wealth
Georgia
$50.8M +$166K 7 8.25% Increased
1919
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$50.7M +$9.6M 6 7.91% Increased
1920
Kirkoswald Asset Management
Kirkoswald Asset Management
New York
$50.7M +$46.9M 1 83.04% New
1921
MIG Capital
MIG Capital
California
$50.6M +$17.6M 2 7.03% Increased
1922
Gifford Fong Associates
Gifford Fong Associates
California
$50.6M -$28.4M 6 13.94% Reduced
1923
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$50.5M +$2.74M 8 12.78% Increased
1924
Realta Investment Advisors
Realta Investment Advisors
Delaware
$50.5M -$3.18M 11 10.41% Reduced
1925
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$50.4M +$1.02M 6 21.44% Increased