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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
2551
FFH
Fairfax Financial Holdings
Ontario, Canada
$231K $0 1 0.02% Maintained
2552
TFCP
Twin Focus Capital Partners
Massachusetts
$227K +$217K 1 0.27% New
2553
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$223K -$4.75K 1 0.03% Reduced
2554
PFG
Piershale Financial Group
Illinois
$223K -$15K 2 0.26% Reduced
2555
PWAG
Polaris Wealth Advisory Group
California
$223K -$55.4K 4 0.05% Reduced
2556
Aspiriant LLC
Aspiriant LLC
California
$216K +$207K 1 0.03% New
2557
SIM
Sigma Investment Management
Oregon
$216K -$7.22K 1 0.15% Reduced
2558
WCM
Weatherstone Capital Management
Colorado
$214K +$200K 1 0.06% New
2559
MAS
Madden Advisory Services
Florida
$210K +$9.91K 5 0.11% Increased
2560
New York Life Investment Management
New York Life Investment Management
New York
$210K -$232K 1 0.04% Reduced
2561
GAM
Gould Asset Management
California
$208K +$191K 1 0.11% New
2562
MWP
Moller Wealth Partners
$208K +$199K 1 0.11% New
2563
SP
Steelhead Partners
Washington
$203K $0 1 0.02% Maintained
2564
AFS
Aft Forsyth & Sober
Florida
$169K $0 1 0.07% Maintained
2565
ACM
Antonetti Capital Management
Florida
$167K -$144K 3 0.15% Reduced
2566
SCM
Seamans Capital Management
Massachusetts
$158K +$145K 1 0.21% New
2567
Avior Wealth Management
Avior Wealth Management
Nebraska
$146K +$137K 3 0.12% New
2568
TFMS
Trust & Fiduciary Management Services
Massachusetts
$142K +$51.9K 2 0.08% Increased
2569
FA
Friess Associates
Delaware
$123K $0 1 0.01% Maintained
2570
FMA
FNY Managed Accounts
New York
$111K -$215K 1 0.29% Reduced
2571
MIM
Macroview Investment Management
Maryland
$103K +$30.8K 6 0.16% Increased
2572
CRCP
Copper Rock Capital Partners
Massachusetts
$84K -$133K 1 0.01% Reduced
2573
WCM
Wealthcare Capital Management
Virginia
$69K +$57.5K 5 0.01% Increased
2574
RC
Riversville Capital
Connecticut
$60K -$8.47M 3 0.14% Reduced
2575
HMS
Hanseatic Management Services
New Mexico
$44.9K -$1.79M 4 1.35% Reduced