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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
3051
Sara-Bay Financial
Sara-Bay Financial
Florida
$30.8M +$204K 5 9.21% Increased
3052
Studio Investment Management
Studio Investment Management
Illinois
$30.8M -$488K 5 5.63% Reduced
3053
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
$30.8M +$29.4M 18 10.73% Increased
3054
Stolper & Co
Stolper & Co
Oklahoma
$30.7M +$49.4K 4 9.05% Increased
3055
Liberty Wealth Management
Liberty Wealth Management
California
$30.7M +$572K 6 3.96% Increased
3056
Mathes Company
Mathes Company
New York
$30.7M -$1.12M 4 10.95% Reduced
3057
Oxford Financial Group
Oxford Financial Group
Indiana
$30.7M -$4.37M 6 1.69% Reduced
3058
ISFAN
Investor's Fiduciary Advisor Network
Washington
$30.7M +$1.28M 6 6.58% Increased
3059
McDonald Partners
McDonald Partners
Ohio
$30.7M -$4.48M 6 9.66% Reduced
3060
Synergy Financial Group
Synergy Financial Group
California
$30.7M -$106K 6 21.55% Reduced
3061
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas)
Kansas
$30.6M -$491K 9 3.3% Reduced
3062
Atala Financial
Atala Financial
California
$30.6M -$965K 6 19.54% Reduced
3063
Prestige Wealth Management Group
Prestige Wealth Management Group
New Jersey
$30.6M -$3.95M 19 5.84% Reduced
3064
Hazlett, Burt & Watson
Hazlett, Burt & Watson
West Virginia
$30.5M +$2.21M 16 9.75% Increased
3065
Integrated Investment Consultants
Integrated Investment Consultants
Michigan
$30.5M -$459K 6 5.99% Reduced
3066
Fiduciary Family Office
Fiduciary Family Office
Florida
$30.5M -$1.18M 6 8.77% Reduced
3067
Oliver Luxxe Assets
Oliver Luxxe Assets
New Jersey
$30.5M -$1.09M 4 4.65% Reduced
3068
TAP
Tounjian Advisory Partners
Florida
$30.5M -$716K 4 10.33% Reduced
3069
ROI Financial Advisors
ROI Financial Advisors
Oregon
$30.5M +$252K 6 17.51% Increased
3070
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$30.5M -$130K 3 10.52% Reduced
3071
Tred Avon Family Wealth
Tred Avon Family Wealth
Maryland
$30.4M +$3.39M 6 9.89% Increased
3072
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$30.4M -$1.26M 7 14.18% Reduced
3073
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors
Ohio
$30.4M +$1.94M 6 4.11% Increased
3074
Naman Capital
Naman Capital
Brazil
$30.4M -$4.71M 3 8.54% Reduced
3075
Sweeney & Michel
Sweeney & Michel
California
$30.4M +$139K 5 8.96% Increased