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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
2151
Canal Insurance Company
Canal Insurance Company
South Carolina
$31.9M $0 3 9.15% Maintained
2152
Advisornet Financial
Advisornet Financial
Minnesota
$31.9M -$4.69M 27 2.9% Reduced
2153
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$31.9M +$131K 7 6.31% Increased
2154
MJP
Michael J. Puzo
$31.9M +$141K 4 10.82% Increased
2155
9258 Wealth Management
9258 Wealth Management
Ohio
$31.8M -$141K 7 6.19% Reduced
2156
Draper Asset Management
Draper Asset Management
New York
$31.8M -$1.64M 5 33.72% Reduced
2157
Litman Gregory Wealth Management
Litman Gregory Wealth Management
California
$31.8M +$31.6M 4 3.28% Increased
2158
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$31.7M +$16.1M 3 8.74% Increased
2159
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$31.7M +$7.01M 7 1.54% Increased
2160
AA
Ancient Art
Texas
$31.6M -$2.68M 2 6.79% Reduced
2161
Claro Advisors
Claro Advisors
Massachusetts
$31.6M +$731K 7 7.9% Increased
2162
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$31.6M +$17.2M 6 0.71% Increased
2163
Keel Point
Keel Point
Alabama
$31.5M -$432K 7 4.32% Reduced
2164
CC
Codex Capital
New York
$31.5M -$793K 6 20.32% Reduced
2165
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$31.5M +$564K 7 7.62% Increased
2166
Clearstead Trust
Clearstead Trust
Maine
$31.5M +$2.16M 8 10.35% Increased
2167
Alaska Permanent Fund
Alaska Permanent Fund
Alaska
$31.4M +$3.97M 6 0.59% Increased
2168
Strategy Asset Managers
Strategy Asset Managers
California
$31.3M -$1.87M 5 8.2% Reduced
2169
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$31.3M -$40.5K 9 8.41% Reduced
2170
Private Capital Advisors
Private Capital Advisors
Connecticut
$31.3M +$651K 4 4.83% Increased
2171
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$31.3M -$2.09M 5 15.97% Reduced
2172
Financial Insights
Financial Insights
Washington
$31.3M +$354K 5 11.16% Increased
2173
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$31.2M $0 1 6.21% Maintained
2174
SOA Wealth Advisors
SOA Wealth Advisors
New York
$31.2M -$23.4K 13 7.75% Reduced
2175
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$31.2M +$3.19M 5 0.75% Increased