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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
4001
MAP
Milestone Advisory Partners
North Carolina
$642K +$208K 2 0.34% Increased
4002
EW
Element Wealth
Mississippi
$640K +$603K 2 0.66% New
4003
SWM
Southern Wealth Management
Texas
$639K +$583K 2 0.12% New
4004
CBOR
Community Bank of Raymore
Missouri
$634K +$1.47K 1 0.21% Increased
4005
CI
Chartist Inc
California
$634K -$120K 1 0.39% Reduced
4006
DSN
D. Scott Neal
Kentucky
$632K +$58K 2 0.31% Increased
4007
WCM
Windham Capital Management
Massachusetts
$631K $0 1 0.14% Maintained
4008
AWMG
Alliance Wealth Management Group
New Jersey
$630K -$95.1K 1 0.28% Reduced
4009
FMP
Financial Management Professionals
Texas
$628K -$5.5K 8 0.21% Reduced
4010
PFM
Peak Financial Management
Massachusetts
$626K +$294 2 0.27% Increased
4011
SWG
Summit Wealth Group
Vermont
$626K +$590K 2 0.59% New
4012
RCS
Retirement Capital Strategies
California
$623K $0 2 0.3% Maintained
4013
LWA
Lowe Wealth Advisors
Maryland
$617K +$5K 7 0.34% Increased
4014
ER
Enlightenment Research
Florida
$616K -$1.82M 2 2.89% Reduced
4015
WCM
Wealthcare Capital Management
Virginia
$614K +$216K 10 0.07% Increased
4016
SMM
Stadion Money Management
Georgia
$613K -$230K 1 0.02% Reduced
4017
JSAM
J. Safra Asset Management
New York
$609K +$584K 1 0.63% New
4018
HGWM
Harvest Group Wealth Management
Massachusetts
$608K -$42.7K 8 0.53% Reduced
4019
SPI
Santori & Peters Inc
Pennsylvania
$594K +$441 1 0.39% Increased
4020
SG
Strid Group
Pennsylvania
$590K +$4.41K 2 0.19% Increased
4021
WCWM
Wooster Corthell Wealth Management
Connecticut
$589K $0 1 0.24% Maintained
4022
ETS
ESL Trust Services
New York
$587K +$547K 1 0.27% New
4023
WA
Wealthstar Advisors
Texas
$587K -$35K 2 0.36% Reduced
4024
LL
LPWM LLC
Minnesota
$586K +$564K 2 0.54% New
4025
BA
Ballew Advisors
Mississippi
$579K -$6.5K 2 0.5% Reduced