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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
5001
OIM
Opus Investment Management
Massachusetts
$1.7M $0 1 0.61% Maintained
5002
W
WorthPointe
California
$1.7M +$1.03M 4 1.03% Increased
5003
DCBT
Dakota Community Bank & Trust
North Dakota
$1.7M -$118K 4 10.01% Reduced
5004
SF
Safeguard Financial
Wisconsin
$1.7M +$394K 13 0.82% Increased
5005
MA
MAS Advisors
Florida
$1.69M +$68.5K 3 2.36% Increased
5006
LAM
LifePro Asset Management
California
$1.69M +$628K 4 1.3% Increased
5007
HIA
HTG Investment Advisors
Connecticut
$1.68M +$149K 3 1.39% Increased
5008
OFS
Oldfather Financial Services
Nebraska
$1.68M +$212K 3 0.82% Increased
5009
Helen Stephens Group
Helen Stephens Group
Texas
$1.67M +$34.8K 1 0.85% Increased
5010
MRWM
ML&R Wealth Management
Texas
$1.67M +$17K 2 0.37% Increased
5011
BM
Bridger Management
New York
$1.66M $0 1 0.55% Maintained
5012
DFA
DHJJ Financial Advisors
Illinois
$1.66M +$559K 5 0.86% Increased
5013
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$1.66M +$25.9K 3 1.12% Increased
5014
SCM
Sebold Capital Management
Illinois
$1.65M -$265K 2 1.32% Reduced
5015
ORAM
One River Asset Management
Connecticut
$1.65M -$5.86M 2 0.19% Reduced
5016
PF
Parker Financial
Washington
$1.64M +$335K 2 1.19% Increased
5017
SC
Schoolcraft Capital
Colorado
$1.64M +$1.28M 4 0.45% Increased
5018
CFG
CMC Financial Group
Georgia
$1.64M -$243K 1 3.12% Reduced
5019
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$1.64M $0 4 1.1% Maintained
5020
O'Brien Wealth Partners
O'Brien Wealth Partners
Massachusetts
$1.63M -$74K 5 0.48% Reduced
5021
DSCM
Del-Sette Capital Management
New York
$1.62M -$2.19K 3 1.54% Reduced
5022
BWM
Biltmore Wealth Management
Arizona
$1.62M -$12.4K 4 0.69% Reduced
5023
DWA
Delap Wealth Advisory
Oregon
$1.61M -$832K 3 1.58% Reduced
5024
CFS
CGC Financial Services
Oregon
$1.6M +$1.46M 12 1.04% New
5025
MA Private Wealth
MA Private Wealth
California
$1.6M +$256K 2 0.37% Increased