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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
3601
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$7.11M $0 2 3.67% Maintained
3602
AFP
Advus Financial Partners
Florida
$7.11M +$6.73M 5 3.92% New
3603
Phoenix Wealth Advisors
Phoenix Wealth Advisors
North Carolina
$7.1M -$1.47M 9 5.3% Reduced
3604
Traphagen Investment Advisors
Traphagen Investment Advisors
New Jersey
$7.1M +$275K 7 1.27% Increased
3605
Berkeley Capital Partners
Berkeley Capital Partners
Georgia
$7.1M +$45.1K 4 3.27% Increased
3606
Delta Capital Management
Delta Capital Management
New Jersey
$7.09M +$3.58K 3 4.41% Increased
3607
Mayar Capital
Mayar Capital
United Kingdom
$7.09M $0 1 7.65% Maintained
3608
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors
Wisconsin
$7.07M +$180K 4 3.48% Increased
3609
EPIQ Partners
EPIQ Partners
Minnesota
$7.07M -$308K 4 3.26% Reduced
3610
TFC Financial Management
TFC Financial Management
Massachusetts
$7.07M -$100K 12 2.34% Reduced
3611
Nottingham Advisors
Nottingham Advisors
New York
$7.06M -$587K 5 0.7% Reduced
3612
Pointe Capital Management
Pointe Capital Management
Michigan
$7.06M -$59.3K 5 4.9% Reduced
3613
AFS
Aft Forsyth & Sober
Florida
$7.05M +$429K 3 2.65% Increased
3614
Verity Asset Management
Verity Asset Management
North Carolina
$7.04M -$748K 5 4.56% Reduced
3615
ICW Investment Advisors
ICW Investment Advisors
Arizona
$7.02M +$55.5K 4 4.53% Increased
3616
Prentice Wealth Management
Prentice Wealth Management
New York
$7M +$50.5K 9 3.38% Increased
3617
Covenant Partners
Covenant Partners
Tennessee
$6.99M -$1.03M 4 2.75% Reduced
3618
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$6.98M +$40.5K 4 3.17% Increased
3619
Investors Research Corp
Investors Research Corp
Georgia
$6.95M +$197K 14 2.35% Increased
3620
Peoples Bank (Ohio)
Peoples Bank (Ohio)
Ohio
$6.95M -$151K 5 3.7% Reduced
3621
BDWCC
B&D White Capital Company
Texas
$6.89M -$3.97M 4 2.65% Reduced
3622
Crestone Asset Management
Crestone Asset Management
Colorado
$6.89M +$1.16M 5 1.51% Increased
3623
WEO
William E. Oberndorf
$6.88M -$3.02M 1 5.37% Reduced
3624
JI
Jeereddi Investments
California
$6.87M +$716K 5 6.12% Increased
3625
NEWAS
N.E.W. Advisory Services
Wisconsin
$6.87M +$196K 4 1.12% Increased