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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
2601
Affinity Wealth Management
Affinity Wealth Management
Delaware
$20.4M +$161K 3 4.05% Increased
2602
Great Diamond Partners
Great Diamond Partners
Maine
$20.4M +$215K 7 5.76% Increased
2603
Mendel Money Management
Mendel Money Management
Illinois
$20.4M -$990K 5 12.81% Reduced
2604
Tsai Capital
Tsai Capital
New York
$20.4M -$811K 3 18.7% Reduced
2605
Lafayette Investments
Lafayette Investments
Maryland
$20.3M +$3.44M 4 5.54% Increased
2606
Capital Insight Partners
Capital Insight Partners
Arizona
$20.3M +$366K 6 4.59% Increased
2607
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$20.3M +$300K 5 11.59% Increased
2608
Independent Solutions Wealth Management
Independent Solutions Wealth Management
New York
$20.3M +$1.33M 7 4.92% Increased
2609
FNBOMD
First National Bank of Mount Dora
Florida
$20.3M +$657K 3 6.66% Increased
2610
Good Life Advisors
Good Life Advisors
Pennsylvania
$20.2M +$20.9K 7 3.84% Increased
2611
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$20.2M +$372K 4 11.39% Increased
2612
FinTrust Capital Advisors
FinTrust Capital Advisors
South Carolina
$20.2M -$231K 13 5.3% Reduced
2613
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$20.2M +$4.9M 6 7.16% Increased
2614
JPC
Jabodon PT Co
Nevada
$20.2M -$21.1M 3 19.47% Reduced
2615
GCMG
Gyroscope Capital Management Group
Florida
$20.2M +$653K 6 7.09% Increased
2616
ARI
Applied Research Investments
Delaware
$20.1M -$526K 3 7.19% Reduced
2617
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$20.1M +$2.64M 2 3.81% Increased
2618
Malaga Cove Capital
Malaga Cove Capital
California
$20.1M +$1.29M 11 8.58% Increased
2619
Bluesphere Advisors
Bluesphere Advisors
Pennsylvania
$20.1M +$159K 6 17.81% Increased
2620
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$20.1M +$819K 4 9.89% Increased
2621
Old Port Advisors
Old Port Advisors
Maine
$20.1M +$527K 7 7.22% Increased
2622
Journey Advisory Group
Journey Advisory Group
Kentucky
$20M +$638K 5 6.36% Increased
2623
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$20M -$118M 5 2.61% Reduced
2624
Goodman Financial
Goodman Financial
Texas
$19.9M -$938K 3 6.11% Reduced
2625
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$19.9M $0 4 8.7% Maintained