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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
4501
OCPWS
One Charles Private Wealth Services
Massachusetts
$608K -$2.86M 2 5.77% Reduced
4502
AWA
ARQ Wealth Advisors
Arizona
$607K -$72.2K 1 0.38% Reduced
4503
TIM
Triad Investment Management
California
$604K +$110K 2 0.67% Increased
4504
DT
Daniels + Tansey
Delaware
$598K +$570K 2 0.25% New
4505
AAMC
Asset Allocation & Management Company
Illinois
$594K -$472K 1 0.38% Reduced
4506
JPG
Jordan Park Group
California
$591K +$575K 2 0.04% New
4507
MWC
MKD Wealth Coaches
Michigan
$591K +$478K 3 0.95% Increased
4508
IWP
IAG Wealth Partners
Wisconsin
$587K +$99.6K 7 0.24% Increased
4509
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$586K $0 2 0.01% Maintained
4510
NEGWA
New England Guild Wealth Advisors
Connecticut
$585K +$11.7K 2 0.35% Increased
4511
SFA
Seneca Financial Advisors
New York
$583K +$568K 2 0.44% New
4512
LCM
Landscape Capital Management
New Jersey
$583K $0 1 0.09% Maintained
4513
SWA
Sightline Wealth Advisors
Connecticut
$581K +$562K 1 0.57% New
4514
DTIM
Danda Trouve Investment Management
Kansas
$575K -$62.8K 5 0.7% Reduced
4515
BP
BCK Partners
New York
$573K +$557K 2 0.5% New
4516
MFGP
Marshall Financial Group (Pennsylvania)
Pennsylvania
$560K -$13.1K 1 0.27% Reduced
4517
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$558K +$539K 1 0.25% New
4518
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$558K -$540K 2 0.08% Reduced
4519
HWA
Hillcrest Wealth Advisors
New Jersey
$557K -$331K 1 0.37% Reduced
4520
TWP
Total Wealth Planning
Ohio
$557K +$33.2K 2 0.26% Increased
4521
PC
Peavine Capital
Nevada
$554K $0 1 0.14% Maintained
4522
GG
Gleason Group
Kentucky
$546K +$32.3K 6 0.26% Increased
4523
JMG Financial Group
JMG Financial Group
Illinois
$545K -$67.9K 2 0.04% Reduced
4524
AOG
Alpha Omega Group
Virginia
$537K +$523K 2 0.52% New
4525
TWP
TFO Wealth Partners
Ohio
$534K -$365K 2 0.17% Reduced