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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
6901
KIC
Keating Investment Counselors
Florida
$456K -$349K 2 0.11% Reduced
6902
PP
Prosperity Planning
Missouri
$452K +$487K 2 0.11% New
6903
AWMA
Arbor Wealth Management (Arizona)
Arizona
$451K -$386K 1 0.44% Reduced
6904
CWA
Cornerstone Wealth Advisors
Minnesota
$449K -$83.2K 2 0.1% Reduced
6905
ACM
ADAR1 Capital Management
Texas
$449K $0 1 0.03% Maintained
6906
PFS
Professional Financial Solutions
Virginia
$448K -$73.6K 1 0.4% Reduced
6907
KWM
Kanen Wealth Management
Florida
$444K +$469K 1 0.16% New
6908
FOFP
Fee-Only Financial Planning
South Carolina
$436K +$7.95K 1 0.26% Increased
6909
HWMT
Heritage Wealth Management (Texas)
Texas
$432K +$22.6K 1 0.18% Increased
6910
FFS
Forge Financial Services
Oklahoma
$432K -$661 1 0.04% Reduced
6911
MVF
Markin Volterra Fund
New York
$429K -$778K 2 0.66% Reduced
6912
LGM
Lykos Global Management
Connecticut
$429K -$19.7M 1 1.41% Reduced
6913
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$423K -$366K 4 0.53% Reduced
6914
YMRC
Yorktown Management & Research Company
Virginia
$420K +$309K 1 0.35% New
6915
PFS
Paller Financial Services
Colorado
$419K +$942 1 0.35% Increased
6916
MS
Mizuho Securities
Japan
$413K +$36.8K 4 5.37% Increased
6917
GWS
Glassman Wealth Services
Virginia
$411K $0 1 0.06% Maintained
6918
LEFP
Leading Edge Financial Planning
Tennessee
$406K +$39.6K 1 0.09% Increased
6919
LFWA
LBJ Family Wealth Advisors
Texas
$406K $0 1 0.24% Maintained
6920
TR
Tepp RIA
New Jersey
$401K -$1.09M 1 0.31% Reduced
6921
SCM
Semanteon Capital Management
Massachusetts
$401K +$489K 2 5.38% New
6922
AAG
Avalon Advisory Group
Pennsylvania
$398K -$213K 1 0.16% Reduced
6923
TFA
TrustWell Financial Advisors
Florida
$397K -$8.37K 1 0.37% Reduced
6924
BAM
BTS Asset Management
Massachusetts
$397K +$39K 1 1.53% Increased
6925
BWS
BFI Wealth Solutions
Texas
$396K $0 1 0.38% Maintained