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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
TI-Trust
TI-Trust
Illinois
$6.7M -$11.3K 4 4.79% Reduced
4502
SAMT
Select Asset Management & Trust
Pennsylvania
$6.69M +$1.13M 4 2.46% Increased
4503
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group
Georgia
$6.69M +$2.9M 6 1.66% Increased
4504
Trevian Wealth Management
Trevian Wealth Management
Massachusetts
$6.69M +$2.7M 4 5.48% Increased
4505
BayBridge Capital Group
BayBridge Capital Group
California
$6.69M +$1.26M 3 4.82% Increased
4506
Seed Wealth Management
Seed Wealth Management
Illinois
$6.68M $0 6 5.35% Maintained
4507
Outlook Wealth Advisors
Outlook Wealth Advisors
Texas
$6.67M +$36.7K 4 1.92% Increased
4508
PAR Capital Management
PAR Capital Management
Massachusetts
$6.67M +$63.1K 1 0.19% Increased
4509
ASI
Advisory Services & Investments
Oregon
$6.67M -$113 3 4.54% Reduced
4510
Coston McIsaac & Partners
Coston McIsaac & Partners
Maine
$6.67M +$387K 9 1.88% Increased
4511
OTL
Oak Thistle LLC
New York
$6.66M +$4.3M 7 2.17% Increased
4512
ACAS LLC
ACAS LLC
California
$6.65M +$77K 4 5.49% Increased
4513
Geometric Wealth Advisors
Geometric Wealth Advisors
District of Columbia
$6.65M -$128K 5 1.23% Reduced
4514
Phillips Wealth Planners
Phillips Wealth Planners
Mississippi
$6.64M +$579K 6 6.37% Increased
4515
Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning
California
$6.64M +$250K 5 2.12% Increased
4516
Alterna Wealth Management
Alterna Wealth Management
Texas
$6.64M -$1.19M 5 5.96% Reduced
4517
Hi-Line Capital Management
Hi-Line Capital Management
South Dakota
$6.64M -$1.11M 1 3.26% Reduced
4518
Islay Capital Management
Islay Capital Management
Texas
$6.63M -$18.2K 7 4.45% Reduced
4519
Motive Wealth Advisors
Motive Wealth Advisors
Michigan
$6.63M $0 5 3.98% Maintained
4520
Bernardo Wealth Planning
Bernardo Wealth Planning
Pennsylvania
$6.63M +$803K 5 1.61% Increased
4521
Permanens Capital
Permanens Capital
New York
$6.63M +$740K 3 1.35% Increased
4522
Fielder Capital Group
Fielder Capital Group
Tennessee
$6.59M +$142K 6 2.18% Increased
4523
TriaGen Wealth Management
TriaGen Wealth Management
California
$6.59M -$1.47M 6 2.21% Reduced
4524
Capital Square
Capital Square
Tennessee
$6.59M +$495K 4 4% Increased
4525
Riversedge Advisors
Riversedge Advisors
Delaware
$6.56M +$73.9K 5 1.49% Increased