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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
2101
Cooper Financial Group
Cooper Financial Group
California
$28.1M -$44.8K 7 7.57% Reduced
2102
BCA
Bray Capital Advisors
Florida
$28M +$126K 6 8.17% Increased
2103
Strategy Asset Managers
Strategy Asset Managers
California
$28M -$822K 5 6.82% Reduced
2104
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$28M -$463K 7 16.88% Reduced
2105
Financial Avengers
Financial Avengers
California
$28M +$196K 8 21.41% Increased
2106
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$28M +$311K 4 12.95% Increased
2107
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$27.9M +$1.01M 6 8.76% Increased
2108
TAM
Telemark Asset Management
Massachusetts
$27.9M +$6.72M 2 4.15% Increased
2109
RFG Advisory
RFG Advisory
Alabama
$27.9M +$618K 8 1.37% Increased
2110
Pine Ridge Advisers
Pine Ridge Advisers
New York
$27.9M $0 3 5.82% Maintained
2111
SKBA Capital Management
SKBA Capital Management
California
$27.8M +$837K 3 5.19% Increased
2112
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$27.8M +$25.1M 2 9.83% New
2113
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$27.8M +$306K 5 7.05% Increased
2114
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$27.8M +$12.7M 5 11.83% Increased
2115
Jackson Square Capital
Jackson Square Capital
California
$27.8M +$7.14M 6 12.43% Increased
2116
Donor Advised Charitable Giving
Donor Advised Charitable Giving
California
$27.8M $0 3 2.55% Maintained
2117
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$27.7M +$3.14M 6 1.18% Increased
2118
JGP Wealth Management
JGP Wealth Management
Oregon
$27.6M +$950K 6 4.85% Increased
2119
PFG Investments
PFG Investments
New York
$27.6M +$25.5M 9 5.62% New
2120
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$27.6M +$1.04M 8 2.99% Increased
2121
Holowesko Partners
Holowesko Partners
Bahamas
$27.6M +$1.38M 2 14.47% Increased
2122
Good Life Advisors
Good Life Advisors
Pennsylvania
$27.5M -$232K 7 3.52% Reduced
2123
BDO Wealth Advisors
BDO Wealth Advisors
Florida
$27.4M -$910K 20 3.36% Reduced
2124
MJP
Michael J. Puzo
$27.4M +$1.31M 3 9.14% Increased
2125
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$27.4M +$1.11M 6 7.39% Increased