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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
3551
GWI
Grace & White Inc
New York
$931K $0 1 0.24% Maintained
3552
HWA
HHM Wealth Advisors
Tennessee
$929K +$1.01M 2 0.68% New
3553
BF
Blankinship & Foster
California
$926K $0 2 0.62% Maintained
3554
CJA
C-J Advisory
California
$924K -$9K 4 0.68% Reduced
3555
Private Management Group
Private Management Group
California
$924K +$385K 2 0.05% Increased
3556
QC
QCM Cayman
Texas
$915K +$558K 2 3.74% Increased
3557
SFWC
Strategic Family Wealth Counselors
New Jersey
$909K +$986K 3 1.03% New
3558
TL
Tirschwell & Loewy
New York
$904K -$202K 1 0.14% Reduced
3559
AIA
Armor Investment Advisors
North Carolina
$899K +$44K 2 0.91% Increased
3560
FWCM
First Western Capital Management
California
$896K -$751K 3 8.14% Reduced
3561
TAM
Taylor Asset Management
Ontario, Canada
$895K -$961K 3 0.59% Reduced
3562
GSIS
Global Strategic Investment Solutions
Arizona
$892K +$947K 3 0.76% New
3563
LFGH
Lee Financial Group Hawaii
Hawaii
$892K -$6.25M 1 0.96% Reduced
3564
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$892K +$59.9K 2 0.27% Increased
3565
CP
Coho Partners
Pennsylvania
$886K -$628K 1 0.02% Reduced
3566
LPWM
Lake Point Wealth Management
Texas
$884K +$953K 10 0.33% New
3567
TWM
Tolleson Wealth Management
Texas
$873K +$963K 2 0.51% New
3568
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$870K -$274K 1 0.32% Reduced
3569
TCM
Towercrest Capital Management
Pennsylvania
$868K +$1.07K 2 0.28% Increased
3570
DP
Denver PWM
Colorado
$865K -$21.9K 2 0.62% Reduced
3571
PWA
Peterson Wealth Advisors
Utah
$865K -$41.6K 2 0.69% Reduced
3572
LFM
Lumina Fund Management
New York
$848K +$917K 1 0.57% New
3573
SDAM
Shulman DeMeo Asset Management
New York
$843K +$893K 3 0.47% New
3574
PFA
Pathway Financial Advisors
Vermont
$835K $0 1 0.47% Maintained
3575
RF
RHS Financial
California
$828K +$874K 2 1.2% New