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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
2701
Horan Capital Advisors
Horan Capital Advisors
Ohio
$28.6M -$308K 4 10.03% Reduced
2702
Finer Wealth Management
Finer Wealth Management
Massachusetts
$28.5M -$717K 4 18.41% Reduced
2703
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$28.5M -$6.54M 4 4.7% Reduced
2704
Sculati Wealth Management
Sculati Wealth Management
Michigan
$28.5M -$534K 7 12.16% Reduced
2705
Resolute Capital Asset Partners
Resolute Capital Asset Partners
Colorado
$28.5M +$9.26M 4 16.36% Increased
2706
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$28.4M +$139K 5 1.26% Increased
2707
Buttonwood Financial Advisors
Buttonwood Financial Advisors
Maryland
$28.4M -$1.95M 5 13.42% Reduced
2708
High Note Wealth
High Note Wealth
Minnesota
$28.4M +$922K 5 8.69% Increased
2709
TOBAM
TOBAM
France
$28.4M +$5.96M 9 4.45% Increased
2710
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$28.4M +$1.12M 11 2.06% Increased
2711
Portland Global Advisors
Portland Global Advisors
Maine
$28.3M +$271K 6 3.84% Increased
2712
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors
California
$28.3M -$1.53M 5 9.77% Reduced
2713
Insight Advisors
Insight Advisors
Pennsylvania
$28.3M +$35.7K 8 5.11% Increased
2714
Welch Capital Partners
Welch Capital Partners
New York
$28.3M -$2.79M 3 6.7% Reduced
2715
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth
Pennsylvania
$28.3M -$2.58K 6 2.9% Reduced
2716
Silverlake Wealth Management
Silverlake Wealth Management
Vermont
$28.3M +$3.19M 6 11.59% Increased
2717
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$28.3M +$2.87M 7 4.15% Increased
2718
OM
OV Management
Minnesota
$28.2M +$2.11M 7 19.73% Increased
2719
SP
Saranac Partners
$28.2M -$1.84M 7 16.77% Reduced
2720
Once Capital Management
Once Capital Management
New York
$28.2M +$886K 3 10.56% Increased
2721
Beck Capital Management
Beck Capital Management
Texas
$28.2M +$726K 4 7.76% Increased
2722
VDBMI
Van Den Berg Management I
Texas
$28.2M -$2.23M 4 8.36% Reduced
2723
First Heartland Consultants
First Heartland Consultants
Missouri
$28.1M +$1.82M 7 1.96% Increased
2724
HA
Hamel Associates
New Jersey
$28.1M -$227K 5 8.85% Reduced
2725
Klingman & Associates
Klingman & Associates
New York
$28.1M +$431K 6 1.9% Increased