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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
4526
SFMG
Sage Financial Management Group
Virginia
$531K +$517K 2 0.42% New
4527
CIM
Cambria Investment Management
California
$527K -$25.2K 1 0.18% Reduced
4528
NEPPG
New England Professional Planning Group
Rhode Island
$526K -$221K 1 0.37% Reduced
4529
CIR
Clear Investment Research
Georgia
$519K +$119K 7 0.94% Increased
4530
KWP
Keystone Wealth Partners
Arizona
$514K +$500K 2 0.41% New
4531
JMF
Johnson Midwest Financial
Iowa
$510K +$492K 6 0.49% New
4532
TAL
TIG Advisors LLC
New York
$507K +$490K 1 0.03% New
4533
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$505K $0 1 0.01% Maintained
4534
CC
Caxton Corporation
New Jersey
$500K +$482K 2 0.31% New
4535
MAP
Milestone Advisory Partners
North Carolina
$497K -$17K 2 0.28% Reduced
4536
OC
Oppenheimer & Close
New York
$490K $0 1 0.53% Maintained
4537
RFP
Roth Financial Partners
Texas
$485K +$466K 1 0.48% New
4538
BSWM
Boston Standard Wealth Management
Massachusetts
$480K -$8.82K 1 0.18% Reduced
4539
OFG
Omega Financial Group
California
$477K +$202K 2 0.26% Increased
4540
MWM
MBE Wealth Management
Wisconsin
$474K +$21.1K 1 0.32% Increased
4541
DP
Divergent Planning
Maryland
$470K +$457K 2 0.45% New
4542
G
GenTrust
Florida
$469K -$77.2M 1 0.04% Reduced
4543
PWC
PYA Waltman Capital
Tennessee
$457K -$135K 1 0.27% Reduced
4544
AWM
Avondale Wealth Management
Texas
$455K +$11.2K 3 0.53% Increased
4545
HAM
Hammer Asset Management
California
$453K +$18.4K 1 2.19% Increased
4546
FPC
Falcon Point Capital
California
$442K -$563K 2 3.72% Reduced
4547
EMG
Ellington Management Group
Connecticut
$440K +$426K 1 0.11% New
4548
GG
GenWealth Group
New Jersey
$440K $0 1 0.15% Maintained
4549
IA
Inspire Advisors
Idaho
$437K +$410K 9 0.16% New
4550
TAM
Tucker Asset Management
Colorado
$433K +$412K 7 0.26% New