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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
ECM
EagleClaw Capital Management
Massachusetts
$52.1M -$59.7K 6 7.78% Reduced
2102
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$52M +$2.46M 7 2.12% Increased
2103
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$51.9M -$1.41M 6 8.54% Reduced
2104
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$51.8M -$25.1M 6 4.33% Reduced
2105
SHFA
SS&H Financial Advisors
Michigan
$51.7M -$3.08M 6 17.26% Reduced
2106
Stenger Family Office
Stenger Family Office
Illinois
$51.7M +$43M 5 13.29% New
2107
Cypress Asset Management
Cypress Asset Management
Texas
$51.7M -$4.67M 5 12.44% Reduced
2108
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$51.7M +$215K 5 7.14% Increased
2109
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$51.6M -$55.3K 5 15.93% Reduced
2110
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$51.5M +$1.91M 7 2.86% Increased
2111
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$51.5M -$6.72M 3 9.13% Reduced
2112
Inscription Capital
Inscription Capital
Texas
$51.5M -$2M 11 7.43% Reduced
2113
MONECO Advisors
MONECO Advisors
Connecticut
$51.5M -$4.62M 7 4.79% Reduced
2114
Point72 (DIFC)
Point72 (DIFC)
United Arab Emirates
$51.4M +$17.2M 8 1.95% Increased
2115
HH
HWG Holdings
Texas
$51.4M +$5.45M 3 15.03% Increased
2116
ARGA Investment Management
ARGA Investment Management
Connecticut
$51.4M -$2.05M 1 1.4% Reduced
2117
Financial Avengers
Financial Avengers
California
$51.3M -$478K 7 23.82% Reduced
2118
Benin Management Corp
Benin Management Corp
Connecticut
$51.3M +$136K 7 13.39% Increased
2119
WPA
Wealth Preservation Advisors
Tennessee
$51M -$302K 11 31.44% Reduced
2120
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group
Minnesota
$51M +$3.07M 5 6.99% Increased
2121
Quent Capital
Quent Capital
New York
$50.8M +$4.52M 8 4.91% Increased
2122
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$50.8M +$2.53M 8 6.64% Increased
2123
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors
Washington
$50.8M +$2.77M 8 4.61% Increased
2124
SBCM
Schwerin Boyle Capital Management
Massachusetts
$50.8M -$4.95M 2 5.66% Reduced
2125
BFSG LLC
BFSG LLC
California
$50.8M -$980K 9 5.68% Reduced