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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
3326
Wayfinding Financial
Wayfinding Financial
Washington
$21.9M -$430K 5 9.52% Reduced
3327
William John Sempolinski
William John Sempolinski
Massachusetts
$21.9M -$2.74M 8 11.01% Reduced
3328
AFS
Aft Forsyth & Sober
Florida
$21.9M +$1.33M 5 6.69% Increased
3329
SFM LLC
SFM LLC
New Hampshire
$21.9M -$277K 4 13.23% Reduced
3330
Vista Capital Partners
Vista Capital Partners
Oregon
$21.9M +$2.04M 6 2.2% Increased
3331
Eagle Strategies
Eagle Strategies
New York
$21.9M +$2.1M 8 2.61% Increased
3332
Members Trust
Members Trust
Florida
$21.8M -$352K 6 0.73% Reduced
3333
Evergreen Private Wealth
Evergreen Private Wealth
Colorado
$21.8M -$14.3K 4 8.82% Reduced
3334
PW Nova Financial Services
PW Nova Financial Services
Pennsylvania
$21.8M +$9.6M 6 5.47% Increased
3335
General Partner Inc
General Partner Inc
Pennsylvania
$21.8M -$1.62M 6 13.29% Reduced
3336
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$21.8M -$590K 6 15.78% Reduced
3337
Talos Asset Management
Talos Asset Management
New York
$21.8M +$19M 1 3.72% New
3338
Tortuga Wealth Management
Tortuga Wealth Management
California
$21.7M +$4.21M 6 20.33% Increased
3339
Gilbert & Cook
Gilbert & Cook
Iowa
$21.7M -$17.3K 5 2.8% Reduced
3340
Blue Square Asset Management
Blue Square Asset Management
New York
$21.7M +$1.42M 5 10.31% Increased
3341
Robertson Opportunity Capital
Robertson Opportunity Capital
Texas
$21.7M $0 1 8.35% Maintained
3342
Boltwood Capital Management
Boltwood Capital Management
California
$21.7M +$917K 6 5.53% Increased
3343
Diversified Management
Diversified Management
Wisconsin
$21.7M +$4.47M 6 3.71% Increased
3344
ARGA Investment Management
ARGA Investment Management
Connecticut
$21.7M -$679K 1 0.71% Reduced
3345
XXI Wealth LLC
XXI Wealth LLC
Illinois
$21.7M +$118K 7 12.27% Increased
3346
Monument Capital Management
Monument Capital Management
Virginia
$21.6M +$505K 6 5.42% Increased
3347
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners
North Carolina
$21.6M +$646K 7 5.06% Increased
3348
Highland Peak Capital
Highland Peak Capital
Connecticut
$21.6M +$20.1M 1 5.79% New
3349
Night Squared
Night Squared
New York
$21.6M +$13.1M 2 3.17% Increased
3350
Compass Ion Advisors
Compass Ion Advisors
Pennsylvania
$21.5M -$224K 6 2.05% Reduced