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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
2126
Winch Advisory Services
Winch Advisory Services
Wisconsin
$62.9M -$3.07M 10 13.91% Reduced
2127
Asio Capital
Asio Capital
Kentucky
$62.8M +$1.66M 5 8.86% Increased
2128
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$62.6M -$2.81M 5 10.53% Reduced
2129
Concord Investment Counsel
Concord Investment Counsel
California
$62.6M -$1M 6 20.33% Reduced
2130
Oak Grove Capital
Oak Grove Capital
New Hampshire
$62.6M +$2.75M 6 7.41% Increased
2131
BWCP LP
BWCP LP
Texas
$62.6M -$4.72M 2 10.38% Reduced
2132
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$62.5M -$1.45M 7 3.78% Reduced
2133
MAM
Morse Asset Management
Connecticut
$62.5M -$2.59M 12 12.49% Reduced
2134
Private Management Group
Private Management Group
California
$62.5M -$7.74M 7 1.82% Reduced
2135
FIM
FWL Investment Management
Texas
$62.4M -$5.84M 11 15.02% Reduced
2136
America First Investment Advisors
America First Investment Advisors
Nebraska
$62.4M -$8.54M 4 11.36% Reduced
2137
TT International Asset Management
TT International Asset Management
United Kingdom
$62.3M -$84.3M 1 13.15% Reduced
2138
First Western Trust Bank
First Western Trust Bank
Colorado
$62.2M +$4.36M 6 3.06% Increased
2139
Stanley Capital Management
Stanley Capital Management
Texas
$62.2M +$4.52M 4 10.39% Increased
2140
Palumbo Wealth Management
Palumbo Wealth Management
New York
$62.1M +$17.9M 10 15.33% Increased
2141
STS
SG Trading Solutions
Utah
$62.1M +$61.4M 5 14.42% New
2142
XTX Topco
XTX Topco
Cayman Islands
$61.9M +$26.3M 34 1.62% Increased
2143
Advisornet Financial
Advisornet Financial
Minnesota
$61.9M -$245 24 3.29% Reduced
2144
Waterloo Capital
Waterloo Capital
Texas
$61.8M +$911K 8 4.45% Increased
2145
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$61.8M +$17.4M 10 4.14% Increased
2146
KLCM
KG&L Capital Management
Louisiana
$61.7M +$5.87M 7 15.3% Increased
2147
Consilio Wealth Advisors
Consilio Wealth Advisors
Washington
$61.7M +$4.94M 7 18.05% Increased
2148
MYDA Advisors
MYDA Advisors
New York
$61.7M +$8.01M 6 11.74% Increased
2149
Strategy Asset Managers
Strategy Asset Managers
California
$61.6M +$3.32M 6 10.12% Increased
2150
Golden State Equity Partners
Golden State Equity Partners
California
$61.5M +$3.7M 8 9.93% Increased