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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
3951
RWRC
R.W. Roge & Company
New York
$841K +$777K 1 0.84% New
3952
MAM
Marotta Asset Management
Virginia
$840K +$713K 2 0.26% New
3953
FP
Factorial Partners
New York
$833K +$389K 1 0.73% Increased
3954
UIA
UBP Investment Advisors
Switzerland
$832K +$44.1K 3 0.65% Increased
3955
TPW
Tiller Private Wealth
Pennsylvania
$831K +$220K 2 0.67% Increased
3956
HWM
HighMark Wealth Management
Minnesota
$827K +$780K 6 0.88% New
3957
NIM
NXG Investment Management
Texas
$827K +$366K 2 0.04% Increased
3958
BDF
Black Diamond Financial
Maryland
$822K +$261K 3 0.6% Increased
3959
CCM
Colorado Capital Management
Colorado
$822K +$9.84K 2 0.59% Increased
3960
JWM
Janiczek Wealth Management
Colorado
$812K +$54.6K 6 0.37% Increased
3961
AWC
Abundance Wealth Counselors
Pennsylvania
$811K +$735 2 0.23% Increased
3962
RC
RBO & Co
California
$810K $0 1 0.18% Maintained
3963
TFA
TPG Financial Advisors
Oregon
$807K +$21.6K 2 0.67% Increased
3964
CPR
CSU Producer Resources
Ohio
$804K $0 1 2.74% Maintained
3965
SC
Soundwatch Capital
Connecticut
$803K +$764K 3 0.36% New
3966
SFC
SYM Financial Corp
Indiana
$801K +$66.7K 1 0.53% Increased
3967
CFG
CKW Financial Group
Hawaii
$792K +$520 8 0.15% Increased
3968
CJA
C-J Advisory
California
$776K -$330K 1 0.46% Reduced
3969
ACM
Ategra Capital Management
Virginia
$760K $0 2 0.64% Maintained
3970
BC
Barnett & Company
Tennessee
$754K +$373K 7 0.46% Increased
3971
LFG
LifePlan Financial Group
Ohio
$749K +$13.8K 10 0.33% Increased
3972
MIM
Monashee Investment Management
Massachusetts
$746K -$1.1M 1 0.69% Reduced
3973
GM
GeoWealth Management
Illinois
$745K -$2.59M 3 0.4% Reduced
3974
SWM
Sequoia Wealth Management
Illinois
$735K -$330K 1 5.7% Reduced
3975
CFC
Coyle Financial Counsel
Illinois
$730K +$465K 2 0.68% Increased