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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
4601
Fortress Investment Group
Fortress Investment Group
New York
$8.34M +$6.87M 3 1.18% Increased
4602
Permit Capital
Permit Capital
Pennsylvania
$8.34M $0 1 2.7% Maintained
4603
Thomas Story & Son
Thomas Story & Son
Indiana
$8.34M +$434K 3 3.2% Increased
4604
Taylor Frigon Capital Management
Taylor Frigon Capital Management
Arizona
$8.33M +$204K 3 4.43% Increased
4605
Essential Partners
Essential Partners
California
$8.33M +$7.18M 23 3.33% New
4606
TA
TrueWealth Advisors
Alabama
$8.32M +$372K 7 2.46% Increased
4607
Hunting Hill Global Capital
Hunting Hill Global Capital
New York
$8.32M +$1.68M 1 2.27% Increased
4608
Creekside Partners
Creekside Partners
California
$8.3M -$112K 6 3.94% Reduced
4609
AFG Fiduciary Services
AFG Fiduciary Services
Massachusetts
$8.3M -$753K 3 5.3% Reduced
4610
BayBridge Capital Group
BayBridge Capital Group
California
$8.3M +$219K 4 5.33% Increased
4611
Lagoda Investment Management
Lagoda Investment Management
New York
$8.26M -$2.11M 3 4.68% Reduced
4612
Balentine LLC
Balentine LLC
Georgia
$8.26M +$777K 6 0.32% Increased
4613
Numerai
Numerai
California
$8.25M +$576K 5 1.19% Increased
4614
Bernardo Wealth Planning
Bernardo Wealth Planning
Pennsylvania
$8.25M +$262K 6 1.79% Increased
4615
Precision Wealth Strategies
Precision Wealth Strategies
Missouri
$8.25M +$2.84M 5 2.68% Increased
4616
Capital Square
Capital Square
Tennessee
$8.24M +$232K 5 4.39% Increased
4617
Talisman Wealth Advisors
Talisman Wealth Advisors
New Jersey
$8.22M +$320K 6 7.51% Increased
4618
Otter Creek Advisors
Otter Creek Advisors
Florida
$8.22M -$5.14M 3 5.82% Reduced
4619
Traub Capital Management
Traub Capital Management
Massachusetts
$8.21M +$7.35M 14 7.6% New
4620
Aquamarine Zurich
Aquamarine Zurich
Switzerland
$8.21M $0 2 2.65% Maintained
4621
Promus Capital
Promus Capital
Illinois
$8.21M +$757K 7 5.33% Increased
4622
Centennial Wealth Advisory
Centennial Wealth Advisory
Michigan
$8.2M +$208K 4 2.61% Increased
4623
AAA
Adams Asset Advisors
Texas
$8.19M -$816K 2 1.15% Reduced
4624
RC
Reik & Co
New York
$8.18M +$175K 2 2.04% Increased
4625
OneAscent Family Office
OneAscent Family Office
Alabama
$8.18M -$3.66M 7 7.73% Reduced