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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
2376
TWM
Tradition Wealth Management
Minnesota
$50.7M +$1.42M 9 3.1% Increased
2377
AL
Advaya LLP
United Kingdom
$50.7M +$5.77M 1 33.41% Increased
2378
MAM
Mystic Asset Management
Rhode Island
$50.7M -$1.58M 9 10.84% Reduced
2379
KA
Kozak & Associates
Colorado
$50.7M +$7.24M 11 8.8% Increased
2380
WAM
Wilson Asset Management
Australia
$50.5M -$2.19M 3 13.88% Reduced
2381
CCAM
Codex Capital Asset Management
Texas
$50.5M -$380K 4 17.49% Reduced
2382
CFA
Churchill Financial Advisors
Kentucky
$50.5M -$966K 5 9.73% Reduced
2383
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$50.5M -$57M 8 1.38% Reduced
2384
SIC
Sigma Investment Counselors
Michigan
$50.4M -$3.83M 6 2.46% Reduced
2385
ZI
ZEGA Investments
Florida
$50.3M +$5.25M 6 5.17% Increased
2386
PBC
Pavion Blue Capital
California
$50.1M +$354K 5 20.17% Increased
2387
RFN
RDA Financial Network
Iowa
$50.1M +$295K 8 10.92% Increased
2388
GSP
Grafton Street Partners
Florida
$50.1M -$3.73M 2 27.65% Reduced
2389
CWM
Cabot Wealth Management
Massachusetts
$50M -$2.81M 5 5.09% Reduced
2390
ECM
Empirical Capital Management
Tennessee
$49.9M -$14.6M 2 13.65% Reduced
2391
MP
Maestria Partners
Georgia
$49.8M -$10.5M 2 17.33% Reduced
2392
ACM
Alpha Capital Management
Texas
$49.8M -$4.76M 9 6.46% Reduced
2393
MCM
Makena Capital Management
California
$49.7M -$28.2M 2 5.23% Reduced
2394
CL
CVFG LLC
Indiana
$49.7M -$2M 6 5.22% Reduced
2395
HR
Hardy Reed
Mississippi
$49.7M -$871K 5 3.19% Reduced
2396
SP
Saranac Partners
$49.6M +$4.12M 6 14.49% Increased
2397
MTIC
Missouri Trust & Investment Company
Missouri
$49.6M -$850K 6 13.48% Reduced
2398
CCFM
Clear Creek Financial Management
Washington
$49.6M +$2.3M 12 3.19% Increased
2399
VC
Voss Capital
Texas
$49.6M +$29.6M 1 2.3% New
2400
CG
CFO4Life Group
Texas
$49.5M +$268K 6 6.67% Increased