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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
Mount Vernon Associates
Mount Vernon Associates
Maryland
$21.8M +$24.7K 5 19.97% Increased
2502
55I LLC
55I LLC
Massachusetts
$21.8M +$8.63M 7 0.65% Increased
2503
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$21.8M +$3.56M 5 2.23% Increased
2504
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors
California
$21.7M +$1.74M 6 7.54% Increased
2505
JGP Wealth Management
JGP Wealth Management
Oregon
$21.7M +$361K 5 4.7% Increased
2506
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$21.7M $0 4 9.56% Maintained
2507
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$21.7M +$767K 5 2.66% Increased
2508
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$21.7M +$6.95M 12 2.6% Increased
2509
EGA
E&G Advisors
Texas
$21.7M +$22.4M 8 5.89% New
2510
Hixon Zuercher
Hixon Zuercher
Ohio
$21.7M +$562K 5 12.69% Increased
2511
CIA
Citadel Investment Advisory
Ohio
$21.7M -$668 5 13.44% Reduced
2512
SWS Partners
SWS Partners
Ohio
$21.7M +$593K 7 13.43% Increased
2513
Nadler Financial Group
Nadler Financial Group
Illinois
$21.6M +$153K 5 3.53% Increased
2514
HBW Advisory Services
HBW Advisory Services
California
$21.6M +$2.26M 8 5.59% Increased
2515
Northside Capital Management
Northside Capital Management
Oregon
$21.6M +$3.42M 6 5.92% Increased
2516
CF
Clarity Financial
Texas
$21.6M +$4.39M 3 3.51% Increased
2517
Procyon Advisors
Procyon Advisors
Connecticut
$21.6M -$295K 7 5.49% Reduced
2518
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$21.6M +$2.1M 7 2.92% Increased
2519
Maven Securities
Maven Securities
Jersey
$21.5M -$5.64M 6 0.69% Reduced
2520
New England Asset Management
New England Asset Management
Connecticut
$21.5M +$445K 3 0.38% Increased
2521
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$21.4M -$1.19M 4 7.67% Reduced
2522
Marathon Capital Management
Marathon Capital Management
Maryland
$21.4M +$4.97M 7 4.86% Increased
2523
Evermay Wealth Management
Evermay Wealth Management
Virginia
$21.4M -$1.12M 12 4.15% Reduced
2524
Private Management Group
Private Management Group
California
$21.4M +$4.09M 5 0.89% Increased
2525
WCM
Woodson Capital Management
Connecticut
$21.4M -$13.6M 1 1.48% Reduced