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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
2051
Aquatic Capital Management
Aquatic Capital Management
Illinois
$29.9M +$1.91M 10 1.85% Increased
2052
Wealth Alliance
Wealth Alliance
New York
$29.9M +$2.48M 7 4.85% Increased
2053
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$29.9M +$889K 6 7.9% Increased
2054
Hedeker Wealth
Hedeker Wealth
Illinois
$29.9M -$1.33M 5 10.62% Reduced
2055
CQS (US)
CQS (US)
New York
$29.8M +$20M 1 3.71% Increased
2056
Cypress Asset Management
Cypress Asset Management
Texas
$29.8M -$754K 4 10.31% Reduced
2057
Knuff & Co
Knuff & Co
California
$29.8M +$250K 7 11.79% Increased
2058
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$29.8M -$836K 6 5.33% Reduced
2059
Avantax Planning Partners
Avantax Planning Partners
Iowa
$29.8M -$797K 7 1.21% Reduced
2060
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$29.7M +$1.25M 5 7.2% Increased
2061
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$29.6M +$14.4M 2 3.32% Increased
2062
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$29.5M -$6.31M 4 15.65% Reduced
2063
Great Lakes Retirement
Great Lakes Retirement
Ohio
$29.5M +$4.94M 3 5.56% Increased
2064
FC
Franchise Capital
Cayman Islands
$29.5M +$12.5M 1 7.69% Increased
2065
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$29.5M +$336K 7 4.36% Increased
2066
Atwood & Palmer
Atwood & Palmer
Missouri
$29.5M -$962K 8 2.77% Reduced
2067
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$29.5M +$25K 2 8.46% Increased
2068
Chemung Canal Trust
Chemung Canal Trust
New York
$29.4M -$837K 4 6.77% Reduced
2069
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$29.3M -$119K 5 6.33% Reduced
2070
Oxler Private Wealth
Oxler Private Wealth
New York
$29.3M -$59K 5 14.45% Reduced
2071
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$29.3M +$4M 6 6.68% Increased
2072
Berkshire Bank
Berkshire Bank
Massachusetts
$29.2M -$549K 6 8.66% Reduced
2073
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$29.1M +$195K 7 4.51% Increased
2074
TP
Thunderbird Partners
United Kingdom
$29.1M -$29.2M 1 7.3% Reduced
2075
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$29.1M +$5.03M 6 0.76% Increased