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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
3176
SCA
Stuart Chaussee & Associates
California
$157K -$66.3K 3 0.12% Reduced
3177
MWPCG
Measured Wealth Private Client Group
New Hampshire
$136K +$134K 1 0.19% New
3178
CIR
Clear Investment Research
Georgia
$115K $0 1 0.08% Maintained
3179
AWMS
Advocacy Wealth Management Services
Georgia
$114K -$130K 5 0.05% Reduced
3180
FFW
Fusion Family Wealth
New York
$113K -$832K 7 0.04% Reduced
3181
PS
Portfolio Solutions
Michigan
$111K -$365K 4 0.01% Reduced
3182
DAL
David A. Lorber
$109K +$103K 1 1.25% New
3183
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$105K $0 1 0% Maintained
3184
ES
Equitec Specialists
Illinois
$96K +$98.2K 1 0.01% New
3185
AWA
Artemis Wealth Advisors
New York
$91.5K $0 3 0.08% Maintained
3186
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$85K $0 1 0% Maintained
3187
DPA
Delphi Private Advisors
California
$80K $0 5 0.23% Maintained
3188
LGWM
Litman Gregory Wealth Management
California
$80K +$80.1K 1 0.04% New
3189
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$74K -$145K 1 0% Reduced
3190
Sageworth Trust
Sageworth Trust
Pennsylvania
$58K -$164K 1 0.01% Reduced
3191
MPA
Marvin & Palmer Associates
Delaware
$38K -$9.84M 1 0.05% Reduced
3192
IAS
INR Advisory Services
Pennsylvania
$36K -$10K 2 0.01% Reduced
3193
IWMA
Ironwood Wealth Management (Arizona)
Arizona
$36K +$35.6K 4 0.03% New
3194
RIM
Ranger Investment Management
Texas
$33K $0 2 0% Maintained
3195
PCC
Park Circle Company
Maryland
$30K -$5.92K 1 0.02% Reduced
3196
GIC
GFI Investment Counsel
Ontario, Canada
$28K $0 3 0.02% Maintained
3197
ABFS
Appropriate Balance Financial Services
Washington
$18.6K +$245K 4 0.92% Increased
3198
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$17K $0 1 0.01% Maintained
3199
KBG
Kahn Brothers Group
New York
$7.25K -$477K 1 0% Reduced
3200
MIM
Macroview Investment Management
Maryland
$7K -$8K 2 0.03% Reduced