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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
5226
OC
Oppenheimer & Close
New York
$663K $0 1 0.66% Maintained
5227
CI
Chartist Inc
California
$656K +$597K 1 0.65% New
5228
RPG
Resource Planning Group
Georgia
$653K -$216K 2 0.53% Reduced
5229
MBFW
Morton Brown Family Wealth
Pennsylvania
$652K +$35.3K 8 0.39% Increased
5230
SC
Schubert & Co
Texas
$651K +$92.2K 20 0.58% Increased
5231
TFP
TrueWealth Financial Partners
Washington
$650K +$370K 2 0.56% Increased
5232
HWA
Hillcrest Wealth Advisors
New Jersey
$646K +$63 2 0.38% Increased
5233
SC
Steph & Co
Wisconsin
$644K -$9.59K 5 0.4% Reduced
5234
TIM
Triad Investment Management
California
$643K +$195K 2 0.93% Increased
5235
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$641K -$194 2 0.21% Reduced
5236
ICA
Infrastructure Capital Advisors
New York
$640K +$278K 1 0.07% Increased
5237
GWM
Grand Wealth Management
Michigan
$636K -$4.59K 1 0.38% Reduced
5238
RW
Regimen Wealth
Georgia
$634K +$315K 1 0.27% Increased
5239
TCM
Tanaka Capital Management
New York
$632K $0 1 1.84% Maintained
5240
AWA
Aquire Wealth Advisors
Utah
$631K +$316K 2 0.28% Increased
5241
HCM
Hutner Capital Management
Vermont
$625K $0 1 0.38% Maintained
5242
AGM
Alpine Global Management
New York
$624K -$1.14M 1 0.24% Reduced
5243
Bellevue Group
Bellevue Group
Switzerland
$624K $0 1 0.01% Maintained
5244
FI
FIDELIS iM
Oregon
$623K -$107K 1 0.37% Reduced
5245
IWP
Insight Wealth Partners
Texas
$620K +$326K 2 0.14% Increased
5246
CCM
Carmel Capital Management
California
$618K $0 1 0.35% Maintained
5247
SHIM
Stone House Investment Management
Pennsylvania
$601K +$553K 9 0.2% New
5248
Kennedy Capital Management
Kennedy Capital Management
Missouri
$594K $0 1 0.02% Maintained
5249
HMS
Hanseatic Management Services
New Mexico
$593K +$549K 2 1.33% New
5250
HCRE
Hoya Capital Real Estate
Connecticut
$589K $0 1 15.18% Maintained