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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
2301
Klingman & Associates
Klingman & Associates
New York
$53.4M +$1.44M 6 2.27% Increased
2302
SCP
Stamos Capital Partners
California
$53.4M -$754K 5 8.18% Reduced
2303
FWM
Focused Wealth Management
New York
$53.4M +$4.64M 11 4.64% Increased
2304
BFF
Byrne Financial Freedom
Massachusetts
$53.4M +$232K 6 20.83% Increased
2305
CFD
Creative Financial Designs
Indiana
$53.3M +$3.03M 23 2.54% Increased
2306
JSL
JT Stratford LLC
Georgia
$53.3M +$5.61M 7 5.85% Increased
2307
SCM
Suvretta Capital Management
New York
$53.3M -$10.1M 4 0.97% Reduced
2308
NL
NVWM LLC
Pennsylvania
$53.3M +$2.97M 12 10.74% Increased
2309
TGAM
TBH Global Asset Management
Tennessee
$53.2M -$803K 8 9.75% Reduced
2310
TAM
Talos Asset Management
New York
$53.2M +$29.2M 3 7.56% Increased
2311
AO
Advisor OS
Illinois
$53.2M +$57.5K 11 3.55% Increased
2312
Alphadyne Asset Management
Alphadyne Asset Management
New York
$53.1M -$69.1M 8 0.51% Reduced
2313
UWM
Udine Wealth Management
Florida
$53.1M +$2.44M 4 21.87% Increased
2314
IP
Interval Partners
New York
$53.1M -$20.1M 1 1.37% Reduced
2315
CL
CIM LLC
New York
$53.1M -$9.84M 5 6.86% Reduced
2316
NG
NWK Group
California
$53M +$472K 6 16.36% Increased
2317
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M +$409K 7 2.98% Increased
2318
RGC
Roberts, Glore & Co
Illinois
$53M -$614K 6 13.09% Reduced
2319
BIM
Baldwin Investment Management
Pennsylvania
$53M +$11.3M 6 5.12% Increased
2320
RA
Riverstone Advisors
Texas
$52.9M +$1.23M 6 21.93% Increased
2321
PRA
Pine Ridge Advisers
New York
$52.9M +$2.57M 4 3.19% Increased
2322
BSC
Brown Shipley & Co
United Kingdom
$52.8M -$957K 5 27.36% Reduced
2323
KWM
Keebeck Wealth Management
Illinois
$52.8M +$6.3M 11 5.16% Increased
2324
1M
1248 Management
Missouri
$52.7M +$416K 7 20.61% Increased
2325
WIS
Wright Investors Service
Connecticut
$52.7M +$1.18M 8 14.4% Increased