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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
3126
Wealth Architects
Wealth Architects
California
$14.2M +$240K 8 2.41% Increased
3127
Greenline Partners
Greenline Partners
New York
$14.2M $0 3 2.67% Maintained
3128
Wealth Advisory Solutions
Wealth Advisory Solutions
Indiana
$14.2M -$267K 5 2.78% Reduced
3129
GWM
GSB Wealth Management
Connecticut
$14.2M +$538K 6 4.74% Increased
3130
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$14.2M -$1.6M 2 3.95% Reduced
3131
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14.1M +$3.29K 10 9.25% Increased
3132
West Oak Capital
West Oak Capital
California
$14.1M -$31.1K 8 7.01% Reduced
3133
EPG Wealth Management
EPG Wealth Management
Georgia
$14.1M +$360K 6 4.24% Increased
3134
Tilt Investment Management Holdings
Tilt Investment Management Holdings
New York
$14.1M $0 3 10.03% Maintained
3135
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$14M -$494K 6 10.94% Reduced
3136
Lavaca Capital
Lavaca Capital
Texas
$14M -$2.84M 4 4.71% Reduced
3137
Pine Haven Investment Counsel
Pine Haven Investment Counsel
Massachusetts
$14M -$140K 4 14.52% Reduced
3138
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$14M +$3.1M 3 6.43% Increased
3139
Members Trust
Members Trust
Florida
$14M -$189K 6 0.41% Reduced
3140
Otter Creek Advisors
Otter Creek Advisors
Florida
$13.9M +$11.4M 3 10.69% Increased
3141
Compass Ion Advisors
Compass Ion Advisors
Pennsylvania
$13.9M +$9.7M 6 2.39% Increased
3142
Bank of Stockton
Bank of Stockton
California
$13.9M +$451K 6 5.2% Increased
3143
Cape Ann Savings Bank
Cape Ann Savings Bank
Massachusetts
$13.9M -$151K 4 9.75% Reduced
3144
Beaton Management Company
Beaton Management Company
Massachusetts
$13.9M +$20.3K 7 9.02% Increased
3145
Gouws Capital LLC
Gouws Capital LLC
North Carolina
$13.9M +$29.4K 4 11.77% Increased
3146
Oak Family Advisors
Oak Family Advisors
Illinois
$13.9M +$3.28M 4 6.55% Increased
3147
Foster Group
Foster Group
Iowa
$13.9M +$845K 7 0.85% Increased
3148
Centric Wealth Management
Centric Wealth Management
Illinois
$13.8M +$3.05M 7 5.78% Increased
3149
Modus Advisors
Modus Advisors
Minnesota
$13.8M +$320K 3 6.03% Increased
3150
WEO
William E. Oberndorf
$13.8M -$1.25M 2 25.3% Reduced