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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
3376
Integrated Capital Management (Michigan)
Integrated Capital Management (Michigan)
Michigan
$21.2M -$426K 4 8.96% Reduced
3377
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management
California
$21.2M +$5.37M 9 2.96% Increased
3378
Peninsula Asset Management
Peninsula Asset Management
Florida
$21.2M +$3.38M 5 10.84% Increased
3379
Consilium Wealth Advisory
Consilium Wealth Advisory
Texas
$21.2M +$2.4M 5 7.23% Increased
3380
CMP
Christine Messmer PC
Pennsylvania
$21.2M -$24K 4 13.55% Reduced
3381
Ballast Advisors
Ballast Advisors
Minnesota
$21.2M +$753K 9 6.16% Increased
3382
Retirement Planning Company of New England
Retirement Planning Company of New England
Rhode Island
$21.1M -$106K 7 8.6% Reduced
3383
Lodestar Private Asset Management
Lodestar Private Asset Management
California
$21.1M +$1.5M 8 2.08% Increased
3384
Abel Hall LLC
Abel Hall LLC
Louisiana
$21.1M -$2.2M 12 4.5% Reduced
3385
Bank OZK
Bank OZK
Arkansas
$21.1M +$240K 6 7.44% Increased
3386
Heathbridge Capital Management
Heathbridge Capital Management
Ontario, Canada
$21.1M -$188K 2 7.66% Reduced
3387
Chapman Investment Management
Chapman Investment Management
California
$21.1M +$4.49K 2 17.39% Increased
3388
GS Investments
GS Investments
Minnesota
$21.1M +$1.37K 7 12.07% Increased
3389
Greykasell Wealth Strategies
Greykasell Wealth Strategies
California
$21.1M -$598K 9 8.49% Reduced
3390
Rock Point Advisors
Rock Point Advisors
Vermont
$21.1M -$2.15M 5 5.7% Reduced
3391
FAG
Fortitude Advisory Group
Washington
$21M -$515K 7 9.47% Reduced
3392
Davidson Kahn Capital Management
Davidson Kahn Capital Management
California
$21M -$818K 4 11.21% Reduced
3393
Guerra Pan Advisors
Guerra Pan Advisors
New Jersey
$21M -$234K 6 13% Reduced
3394
American Trust Investment Advisors
American Trust Investment Advisors
New Hampshire
$21M -$338K 4 11.61% Reduced
3395
Arsenal Capital Advisors
Arsenal Capital Advisors
Pennsylvania
$21M -$176K 5 15.26% Reduced
3396
MFC
Mechanics Financial Corp
Ohio
$21M -$160K 9 8.81% Reduced
3397
BCWM LLC
BCWM LLC
Kansas
$21M +$5.34M 2 5.96% Increased
3398
CVA
Central Valley Advisors
California
$21M +$2.15M 6 5.73% Increased
3399
Wealth Analytics Partners
Wealth Analytics Partners
California
$21M -$20.4K 3 8.54% Reduced
3400
Foster Group
Foster Group
Iowa
$21M +$651K 7 0.62% Increased