← All themes

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
2201
Lakehouse Capital
Lakehouse Capital
Australia
$43M $0 3 30.11% Maintained
2202
NatWest Group
NatWest Group
United Kingdom
$43M -$5.92M 4 14.69% Reduced
2203
Consolidated Investment Group
Consolidated Investment Group
Colorado
$42.9M -$1.84M 4 6.66% Reduced
2204
Archford Capital Strategies
Archford Capital Strategies
Illinois
$42.9M +$370K 8 6.96% Increased
2205
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$42.9M +$370K 6 2.22% Increased
2206
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies
Nebraska
$42.9M +$854K 7 21.77% Increased
2207
Embree Financial Group
Embree Financial Group
Illinois
$42.9M -$106K 6 8.24% Reduced
2208
Permanent Capital Management
Permanent Capital Management
Illinois
$42.7M +$36.4M 5 8.93% New
2209
BG
BRX Global
New York
$42.7M -$13.2M 2 31.39% Reduced
2210
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$42.7M +$2.2M 7 3.47% Increased
2211
Abacus Planning Group
Abacus Planning Group
South Carolina
$42.5M +$1.31M 7 8.25% Increased
2212
MSA Advisors
MSA Advisors
California
$42.5M +$280K 3 12.18% Increased
2213
CastleKnight Management
CastleKnight Management
New York
$42.4M -$8.11M 13 2.1% Reduced
2214
Rockline Wealth Management
Rockline Wealth Management
New York
$42.3M +$5.13M 6 13.08% Increased
2215
L.M. Kohn & Company
L.M. Kohn & Company
Ohio
$42.2M -$478K 7 11.44% Reduced
2216
Blackhill Capital
Blackhill Capital
New Jersey
$42.2M $0 4 2.62% Maintained
2217
IBOK
Independence Bank of Kentucky
Kentucky
$42.2M +$5.18M 8 11.19% Increased
2218
JWCA
J.W. Coons Advisors
Ohio
$42.2M +$190K 7 10.2% Increased
2219
Security National Bank
Security National Bank
Nebraska
$42.2M +$4.53M 7 6.13% Increased
2220
Pavion Blue Capital
Pavion Blue Capital
California
$42.2M -$74.2K 5 20.77% Reduced
2221
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$42.2M +$1.81M 6 6.32% Increased
2222
NorthStar Asset Management (Massachusetts)
NorthStar Asset Management (Massachusetts)
Massachusetts
$42.1M -$1.9M 4 10.76% Reduced
2223
Concentric Wealth Management
Concentric Wealth Management
California
$42M +$94.5K 6 10.96% Increased
2224
ECM
EagleClaw Capital Management
Massachusetts
$42M -$179K 6 7.56% Reduced
2225
Larson Financial Group
Larson Financial Group
Missouri
$42M +$6.42M 25 2.86% Increased