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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
2901
BW
Biegel & Waller
Maryland
$896K +$855K 2 0.63% New
2902
MFS
Madrona Financial Services
Washington
$892K +$12.1K 1 0.99% Increased
2903
EM
Emancipation Management
New York
$887K -$812K 2 1.45% Reduced
2904
MIC
MU Investments Company
Japan
$887K -$4.48M 6 0.66% Reduced
2905
MGAM
McGowan Group Asset Management
Texas
$886K +$9.74K 2 0.18% Increased
2906
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$882K -$61.8K 2 0.1% Reduced
2907
SSA
South Street Advisors
New York
$878K -$12K 2 0.31% Reduced
2908
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$877K -$15.2K 2 0.51% Reduced
2909
TFO
Tarbox Family Office
California
$873K -$16.2K 9 0.5% Reduced
2910
HP
Hartree Partners
New York
$868K +$870K 3 1.78% New
2911
RPA
Rock Point Advisors
Vermont
$868K -$31.4K 2 0.45% Reduced
2912
PIM
Partner Investment Management
California
$861K -$1.11M 1 1.14% Reduced
2913
VFP
Verus Financial Partners
Virginia
$861K -$34.4K 2 0.37% Reduced
2914
AGI
Athena Global Investors
Virginia
$860K $0 1 2.09% Maintained
2915
SA
SRH Advisors
Kansas
$851K $0 5 4.23% Maintained
2916
FFW
Fusion Family Wealth
New York
$847K +$817K 8 0.5% New
2917
TCM
Tuttle Capital Management
Connecticut
$841K +$117K 2 0.85% Increased
2918
KIC
Keating Investment Counselors
Florida
$840K -$210K 2 0.4% Reduced
2919
KFS
Kissinger Financial Services
Maryland
$828K -$126K 3 0.87% Reduced
2920
SFS
Summit Financial Strategies
Ohio
$827K +$265K 2 0.57% Increased
2921
HP
HT Partners
Connecticut
$826K $0 3 0.44% Maintained
2922
LIA
LBMC Investment Advisors
Tennessee
$815K -$27.5K 2 0.15% Reduced
2923
CFS
Commonwealth Financial Services
West Virginia
$814K -$2.01K 3 0.8% Reduced
2924
TFCP
Twin Focus Capital Partners
Massachusetts
$809K +$817K 2 0.53% New
2925
GAM
Gould Asset Management
California
$806K -$550K 1 0.41% Reduced