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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
4101
Net Worth Advisory Group
Net Worth Advisory Group
Utah
$9.8M +$9.5M 7 2.9% New
4102
Lantern Wealth Advisors
Lantern Wealth Advisors
New York
$9.8M -$60.8K 4 6.76% Reduced
4103
Fortitude Family Office
Fortitude Family Office
Arizona
$9.7M +$3.59M 16 3.86% Increased
4104
Delos Wealth Advisors
Delos Wealth Advisors
Texas
$9.7M +$1.91M 8 8.49% Increased
4105
Advent International
Advent International
Massachusetts
$9.7M +$9.35M 1 0.21% New
4106
Cahaba Wealth Management
Cahaba Wealth Management
Georgia
$9.7M +$63.3K 5 0.8% Increased
4107
Cook Wealth
Cook Wealth
North Carolina
$9.7M -$90.2K 5 4.88% Reduced
4108
Elmwood Wealth Management
Elmwood Wealth Management
California
$9.7M +$882K 4 4% Increased
4109
CMG Global Holdings
CMG Global Holdings
Texas
$9.7M -$216K 4 5.47% Reduced
4110
Marest Capital
Marest Capital
California
$9.7M -$29.3K 3 8.21% Reduced
4111
Wealthquest
Wealthquest
Ohio
$9.7M -$49.5K 6 0.85% Reduced
4112
Element Pointe Advisors
Element Pointe Advisors
Florida
$9.7M -$524K 6 2.35% Reduced
4113
Goldstein Advisors
Goldstein Advisors
Wisconsin
$9.6M +$849K 6 1.47% Increased
4114
Per Stirling Capital Management
Per Stirling Capital Management
Texas
$9.6M -$198K 6 1.34% Reduced
4115
Circumference Group
Circumference Group
Arkansas
$9.6M -$447K 2 9.98% Reduced
4116
Opes Wealth Management
Opes Wealth Management
California
$9.6M +$592K 7 1.84% Increased
4117
Strata Wealth Advisors
Strata Wealth Advisors
Texas
$9.6M -$21.8K 4 3.08% Reduced
4118
Peconic Partners
Peconic Partners
New York
$9.6M +$7.84M 2 0.4% Increased
4119
BWG
Boomfish Wealth Group
Georgia
$9.6M -$77.3K 4 5.86% Reduced
4120
Nordwand Advisors
Nordwand Advisors
Pennsylvania
$9.6M -$587K 6 2.56% Reduced
4121
Guild Investment Management
Guild Investment Management
California
$9.5M +$528K 5 10.49% Increased
4122
Old North State Trust
Old North State Trust
North Carolina
$9.5M +$916K 5 7.74% Increased
4123
ClearAlpha Technologies
ClearAlpha Technologies
Connecticut
$9.5M +$2.09M 3 2.65% Increased
4124
Deseret Mutual Benefit Administrators
Deseret Mutual Benefit Administrators
Utah
$9.5M -$445K 10 4.83% Reduced
4125
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group
Michigan
$9.48M +$36.4K 5 5.98% Increased