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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
4401
Milestone Asset Management Group
Milestone Asset Management Group
Connecticut
$13M +$1.14M 6 7.33% Increased
4402
PAR Capital Management
PAR Capital Management
Massachusetts
$13M +$57.7K 2 0.34% Increased
4403
Twin City Private Wealth
Twin City Private Wealth
North Carolina
$13M +$706K 5 9.81% Increased
4404
Keyvantage Wealth
Keyvantage Wealth
Pennsylvania
$13M -$429K 6 5.54% Reduced
4405
BWM
Bullock Wealth Management
Indiana
$12.9M -$309K 16 6.33% Reduced
4406
PWM
Pathway Wealth Management
Texas
$12.9M +$12.7M 4 11.79% New
4407
Leeward Investments
Leeward Investments
Massachusetts
$12.9M +$2.99M 1 0.65% Increased
4408
Sylvest Advisors
Sylvest Advisors
Texas
$12.9M +$38.3K 6 6.89% Increased
4409
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$12.9M -$3M 8 17.87% Reduced
4410
Lynx Capital Group
Lynx Capital Group
Ohio
$12.9M -$363K 4 5.91% Reduced
4411
Corrado Advisors
Corrado Advisors
New Jersey
$12.9M -$352K 4 6.45% Reduced
4412
WAM
Werlinich Asset Management
Connecticut
$12.9M -$238K 4 6.33% Reduced
4413
Steinberg Asset Management
Steinberg Asset Management
New York
$12.9M -$172K 2 9.56% Reduced
4414
Niles Investment Management
Niles Investment Management
Florida
$12.8M +$12.5M 2 9.78% New
4415
Verity Asset Management
Verity Asset Management
North Carolina
$12.8M -$10.9M 6 5.51% Reduced
4416
Schrum Private Wealth Management
Schrum Private Wealth Management
Florida
$12.8M +$48.5K 6 9.49% Increased
4417
Axon Capital
Axon Capital
New York
$12.8M +$12.7M 1 10.99% New
4418
RD Lewis Holdings
RD Lewis Holdings
Florida
$12.8M +$39.4K 4 10.96% Increased
4419
Boreal Capital Management
Boreal Capital Management
Florida
$12.8M +$424K 10 9.67% Increased
4420
Bluebird Wealth Management
Bluebird Wealth Management
Massachusetts
$12.8M +$13.2M 7 11.97% New
4421
Burton Enright Welch
Burton Enright Welch
California
$12.8M +$395K 6 1.8% Increased
4422
MCM
Monimus Capital Management
New Jersey
$12.8M +$11.3M 3 8.44% Increased
4423
Estate Planners Group
Estate Planners Group
Pennsylvania
$12.8M +$13.1M 10 5.54% New
4424
Distillate Capital Partners
Distillate Capital Partners
Illinois
$12.8M -$215K 2 0.66% Reduced
4425
Fourth Dimension Wealth
Fourth Dimension Wealth
Ohio
$12.8M -$54.4K 14 4.66% Reduced