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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
4301
Sachetta
Sachetta
Massachusetts
$7.44M $0 19 3.53% Maintained
4302
AFG Fiduciary Services
AFG Fiduciary Services
Massachusetts
$7.43M -$753K 3 5.49% Reduced
4303
Taylor Financial Group
Taylor Financial Group
Virginia
$7.42M -$79.5K 5 5.65% Reduced
4304
Proquility Private Wealth Partners
Proquility Private Wealth Partners
Nevada
$7.42M -$109K 3 2.54% Reduced
4305
Covestor
Covestor
United Kingdom
$7.42M +$1.34M 24 4.71% Increased
4306
CIS
Custom Index Systems
New York
$7.4M +$371K 5 4.21% Increased
4307
Copperleaf Capital
Copperleaf Capital
North Carolina
$7.4M -$58.5K 3 6.4% Reduced
4308
Integris Wealth Management
Integris Wealth Management
California
$7.38M -$233K 5 2.04% Reduced
4309
BetterWealth
BetterWealth
California
$7.38M -$101K 4 2.4% Reduced
4310
Alexander Randolph Advisory
Alexander Randolph Advisory
Virginia
$7.38M -$33.4K 2 6.46% Reduced
4311
Unique Wealth
Unique Wealth
Florida
$7.37M +$1.31M 4 2.08% Increased
4312
Hara Capital
Hara Capital
Washington
$7.37M -$127K 5 4.42% Reduced
4313
New Covenant Trust Company
New Covenant Trust Company
Indiana
$7.36M +$6.96M 9 7.35% New
4314
IAM Advisory
IAM Advisory
Pennsylvania
$7.35M +$140K 6 2.01% Increased
4315
Watershed Private Wealth
Watershed Private Wealth
Illinois
$7.35M +$106K 4 3.25% Increased
4316
Levy Wealth Management Group
Levy Wealth Management Group
Pennsylvania
$7.32M $0 5 2.05% Maintained
4317
Cypress Capital
Cypress Capital
Tennessee
$7.32M -$425K 5 2% Reduced
4318
BAM
Bosun Asset Management
Illinois
$7.32M +$1.37M 5 4.17% Increased
4319
Martin Capital Partners
Martin Capital Partners
Oregon
$7.31M -$205K 1 2.8% Reduced
4320
HBC Financial Services
HBC Financial Services
Washington
$7.31M -$151K 4 4.96% Reduced
4321
M3 Advisory Group
M3 Advisory Group
Massachusetts
$7.29M +$1.47M 5 6.61% Increased
4322
Spectrum Strategic Capital Management
Spectrum Strategic Capital Management
Oregon
$7.28M +$1.5M 4 5.55% Increased
4323
WealthCollab
WealthCollab
Washington
$7.27M +$70.6K 15 5.36% Increased
4324
Silvia McColl Wealth Management
Silvia McColl Wealth Management
California
$7.26M +$312K 5 6.23% Increased
4325
KS
Karpas Strategies
Connecticut
$7.26M -$862K 4 2.26% Reduced