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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
2076
Team Hewins
Team Hewins
California
$34.1M +$35.1M 4 7.83% New
2077
SCM
Soros Capital Management
New York
$34.1M +$24.4M 2 14.28% Increased
2078
Alpha Capital Management
Alpha Capital Management
Texas
$34.1M +$1.38M 6 7.97% Increased
2079
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$34M -$916K 8 9.96% Reduced
2080
Syon Capital
Syon Capital
California
$34M +$35.2M 5 4.24% New
2081
Lakehouse Capital
Lakehouse Capital
Australia
$33.9M -$1.48M 3 30.61% Reduced
2082
Kiltearn Partners
Kiltearn Partners
United Kingdom
$33.9M -$17.8M 1 2.68% Reduced
2083
Executive Wealth Management
Executive Wealth Management
Michigan
$33.8M +$893K 6 3.5% Increased
2084
IAM
Innovis Asset Management
Illinois
$33.8M +$4.75M 7 13.01% Increased
2085
Iowa State Bank
Iowa State Bank
Iowa
$33.7M -$794K 5 8.75% Reduced
2086
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$33.7M -$932K 2 14.98% Reduced
2087
Wealth Alliance
Wealth Alliance
New York
$33.7M -$1.22M 8 5.31% Reduced
2088
Segment Wealth Management
Segment Wealth Management
Texas
$33.6M +$2.38M 8 3.42% Increased
2089
Infusive Asset Management
Infusive Asset Management
New York
$33.6M +$10.5M 2 21.72% Increased
2090
FPFS
First Personal Financial Services
North Carolina
$33.6M -$755K 7 8.73% Reduced
2091
Valmark Advisers
Valmark Advisers
Ohio
$33.5M +$906K 9 0.69% Increased
2092
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$33.4M +$1.87M 7 11.02% Increased
2093
Field & Main Bank
Field & Main Bank
Kentucky
$33.4M +$13.4M 7 15.62% Increased
2094
Angeles Wealth Management
Angeles Wealth Management
California
$33.4M +$2.52M 6 4.71% Increased
2095
Heartland Advisors
Heartland Advisors
Wisconsin
$33.3M +$8.02M 3 1.87% Increased
2096
AQR Arbitrage
AQR Arbitrage
Connecticut
$33.3M +$3.19M 2 1.5% Increased
2097
Berkshire Bank
Berkshire Bank
Massachusetts
$33.2M -$134K 6 9.56% Reduced
2098
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$33.2M +$5.07M 7 5.89% Increased
2099
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$33.2M +$571K 3 11.21% Increased
2100
GWSG
GPS Wealth Strategies Group
Colorado
$33.2M +$492K 20 6.37% Increased