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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
5051
WCM
Windham Capital Management
Massachusetts
$649K $0 1 0.15% Maintained
5052
LFA
Legend Financial Advisors
Pennsylvania
$648K -$1.53M 1 0.67% Reduced
5053
MFGP
Marshall Financial Group (Pennsylvania)
Pennsylvania
$647K $0 1 0.29% Maintained
5054
EWM
Endowment Wealth Management
Wisconsin
$646K +$92K 1 0.78% Increased
5055
EPWM
Essex Private Wealth Management
Massachusetts
$641K +$179K 2 2.4% Increased
5056
JRFS
James Reed Financial Services
Ohio
$638K $0 1 0.88% Maintained
5057
WIM
Warwick Investment Management
Texas
$635K +$813 2 0.31% Increased
5058
APC
Asset Planning Corporation
Tennessee
$630K +$13.8K 1 0.55% Increased
5059
AC
Avant Capital
Louisiana
$628K +$101K 2 0.81% Increased
5060
FSWA
Financial Synergies Wealth Advisors
Texas
$619K +$482K 11 0.1% Increased
5061
BA
Bivin & Associates
Oklahoma
$617K -$65.1K 6 0.66% Reduced
5062
CWR
Chico Wealth RIA
California
$614K +$102K 2 0.5% Increased
5063
TIM
Triad Investment Management
California
$606K $0 2 0.9% Maintained
5064
GWM
Grand Wealth Management
Michigan
$600K -$27.1K 1 0.31% Reduced
5065
WFO
Wealthgate Family Office
Colorado
$595K +$318K 2 1.47% Increased
5066
APW
Axim Planning & Wealth
Ohio
$594K +$571K 4 0.46% New
5067
CWM
Cahill Wealth Management
Michigan
$592K -$127K 1 0.5% Reduced
5068
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$584K $0 1 0% Maintained
5069
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$583K $0 2 0.09% Maintained
5070
KCM
Kennicott Capital Management
California
$579K +$279K 2 0.44% Increased
5071
BTIM
BancFirst Trust & Investment Management
Oklahoma
$577K -$77.9K 1 0.45% Reduced
5072
DeepCurrents Investment Group
DeepCurrents Investment Group
New York
$572K +$532K 2 0.02% Increased
5073
FF
Ford Foundation
New York
$568K -$613K 1 3.42% Reduced
5074
MRI
Mad River Investors
Massachusetts
$568K $0 1 0.44% Maintained
5075
CI
CPR Investments
Michigan
$566K -$1.4M 1 0.85% Reduced