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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
2501
TFA
Transamerica Financial Advisors
Florida
$45.1M +$1.68M 23 3.82% Increased
2502
CW
Channel Wealth
California
$45.1M +$3.86M 6 10.1% Increased
2503
LRIC
Long Road Investment Counsel
Michigan
$45.1M -$98.4K 4 16.6% Reduced
2504
PWS
Proactive Wealth Strategies
Georgia
$45M +$2.21M 9 7.23% Increased
2505
Needham Investment Management
Needham Investment Management
New York
$45M +$2.67M 5 1.35% Increased
2506
FFA
Founders Financial Alliance
North Carolina
$44.9M +$2.92M 12 5.95% Increased
2507
BCPWM
Bradley & Co Private Wealth Management
Florida
$44.9M +$262K 7 21.38% Increased
2508
HC
Hourglass Capital
Texas
$44.8M +$297K 6 8.82% Increased
2509
CCIA
Cherry Creek Investment Advisors
Colorado
$44.8M -$2.38M 9 17.65% Reduced
2510
SC
Scholtz & Company
Connecticut
$44.8M -$2.68M 3 22.36% Reduced
2511
PCG
PFC Capital Group
California
$44.7M -$166K 5 17.2% Reduced
2512
BWA
Basecamp Wealth Advisors
Washington
$44.7M -$328K 19 8.32% Reduced
2513
SGI
Summit Global Investments
Utah
$44.7M -$10.6M 6 2.44% Reduced
2514
BFW
Brady Family Wealth
Missouri
$44.7M -$766K 5 12.9% Reduced
2515
NIP
Nicholas Investment Partners
California
$44.6M -$1.31M 6 2.22% Reduced
2516
BMWM
Brown Miller Wealth Management
Virginia
$44.6M +$214K 7 11.22% Increased
2517
TP
TenCore Partners
New York
$44.6M -$748K 3 34.7% Reduced
2518
PI
Parkside Investments
Illinois
$44.5M -$281K 4 4.93% Reduced
2519
CIC
Cutler Investment Counsel
Oregon
$44.5M -$286K 5 4.19% Reduced
2520
HCA
Harbour Capital Advisors
Virginia
$44.5M -$919K 7 8.1% Reduced
2521
MAMA
Myriad Asset Management Advisors
Florida
$44.4M +$4.81M 3 10.48% Increased
2522
HW
HORAN Wealth
Ohio
$44.4M -$18.5M 5 5.55% Reduced
2523
DAC
Dividend Assets Capital
South Carolina
$44.4M -$1.76M 6 8.59% Reduced
2524
TW
Titan Wealth
$44.3M +$5.71M 5 16.45% Increased
2525
IP
Ignite Planners
California
$44.2M +$856K 9 6.07% Increased