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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
Richards, Merrill & Peterson
Richards, Merrill & Peterson
Washington
$27.1M +$26.3M 12 14.13% New
2902
KMWM
Keudell/Morrison Wealth Management
Oregon
$27M +$150K 6 7.04% Increased
2903
KM
KP Management
Minnesota
$27M -$715K 4 8.46% Reduced
2904
DRD
Dennis R. Delaney
$27M +$390K 3 14.21% Increased
2905
AssuredPartners Investment Advisors
AssuredPartners Investment Advisors
Florida
$27M +$26.1M 7 5.26% New
2906
Fairvoy Private Wealth
Fairvoy Private Wealth
Alabama
$27M +$26.1M 6 7.17% New
2907
JPL Wealth Management
JPL Wealth Management
Colorado
$26.9M +$26.1M 6 7.72% New
2908
Greenfield Savings Bank
Greenfield Savings Bank
Massachusetts
$26.9M -$71.8K 6 12.91% Reduced
2909
Ardent Capital Management
Ardent Capital Management
Ohio
$26.9M -$35.8K 4 12.24% Reduced
2910
Infusive Asset Management
Infusive Asset Management
New York
$26.9M -$12.2M 3 11.99% Reduced
2911
NewSquare Capital
NewSquare Capital
Pennsylvania
$26.9M +$6.77M 11 2.15% Increased
2912
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$26.9M -$177K 6 6.17% Reduced
2913
Impact Asset Management
Impact Asset Management
$26.9M -$8.78M 5 10.63% Reduced
2914
SkyOak Wealth
SkyOak Wealth
Michigan
$26.9M +$150K 6 5.75% Increased
2915
Financial Security Advisor
Financial Security Advisor
Virginia
$26.9M +$314K 7 6.83% Increased
2916
Hillman Capital Management
Hillman Capital Management
Maryland
$26.9M -$1.09M 4 9.98% Reduced
2917
AB
Atlas Brown
Kentucky
$26.8M +$406K 7 9.17% Increased
2918
Fourpath Capital Management
Fourpath Capital Management
Oklahoma
$26.8M -$862K 6 4.96% Reduced
2919
P. Schoenfeld Asset Management (PSAM)
P. Schoenfeld Asset Management (PSAM)
New York
$26.7M -$8.27M 1 6.97% Reduced
2920
Broadwater Capital
Broadwater Capital
Massachusetts
$26.7M -$98.7K 8 20.42% Reduced
2921
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$26.6M -$7.94M 4 9.42% Reduced
2922
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$26.6M +$1.09M 6 11.82% Increased
2923
Evermay Wealth Management
Evermay Wealth Management
Virginia
$26.6M -$526K 11 4.03% Reduced
2924
Neumann Capital Management
Neumann Capital Management
California
$26.5M -$162K 4 8.81% Reduced
2925
Abundance Wealth Counselors
Abundance Wealth Counselors
Pennsylvania
$26.5M +$679K 6 5.77% Increased