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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
III
Independent Investors Inc
New York
$18.9M -$1.14M 5 5.5% Reduced
2302
TAA
TB Alternative Assets
Cayman Islands
$18.9M -$1.99M 1 4.03% Reduced
2303
Sargent Investment Group
Sargent Investment Group
Maryland
$18.9M -$7.97M 7 6.87% Reduced
2304
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$18.9M +$342K 5 13.64% Increased
2305
Amica Retiree Medical Trust
Amica Retiree Medical Trust
Rhode Island
$18.8M +$259K 4 14.56% Increased
2306
Platform Technology Partners
Platform Technology Partners
New York
$18.7M +$881K 8 11.48% Increased
2307
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$18.7M -$1.89M 4 6.43% Reduced
2308
Darwin Wealth Management
Darwin Wealth Management
Florida
$18.7M +$2.09M 7 4.04% Increased
2309
Golden State Wealth Management
Golden State Wealth Management
California
$18.7M -$6.08M 9 6.24% Reduced
2310
AlphaCrest Capital Management
AlphaCrest Capital Management
New York
$18.7M +$9.11M 14 2.03% Increased
2311
Andesa Financial Management
Andesa Financial Management
Pennsylvania
$18.7M +$7.44M 7 7.71% Increased
2312
Northstar Wealth Partners
Northstar Wealth Partners
Connecticut
$18.6M -$3.73M 7 8.69% Reduced
2313
DRW Securities
DRW Securities
Illinois
$18.6M +$7.77M 5 1.02% Increased
2314
AIA International
AIA International
Hong Kong
$18.6M $0 1 56.18% Maintained
2315
WCM
Wunderlich Capital Managemnt
Tennessee
$18.6M -$55.7K 6 11.48% Reduced
2316
Lunia Capital
Lunia Capital
Texas
$18.6M -$3.89M 3 8.13% Reduced
2317
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$18.6M +$4.27M 2 26.98% Increased
2318
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$18.6M -$580K 1 8.56% Reduced
2319
Goodman Financial
Goodman Financial
Texas
$18.5M -$403K 2 8.64% Reduced
2320
Paradigm Financial Advisors
Paradigm Financial Advisors
Missouri
$18.5M -$811K 6 5.25% Reduced
2321
ETI
Enterprise Trust & Investment
California
$18.5M -$2.04M 8 10.35% Reduced
2322
1776 Wealth
1776 Wealth
Georgia
$18.4M -$263K 5 13.36% Reduced
2323
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$18.4M +$873K 3 3.56% Increased
2324
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$18.4M +$472K 5 4.13% Increased
2325
American Money Management
American Money Management
California
$18.4M -$1.05M 4 8.32% Reduced