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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
2101
WealthSource Partners
WealthSource Partners
California
$33.1M -$3.28M 7 2.18% Reduced
2102
Keel Point
Keel Point
Alabama
$33M +$3.21M 7 4.41% Increased
2103
Consolidated Investment Group
Consolidated Investment Group
Colorado
$33M -$994K 4 5.91% Reduced
2104
L.J. Altfest & Co
L.J. Altfest & Co
New York
$33M +$1.1M 8 4.96% Increased
2105
Canal Insurance Company
Canal Insurance Company
South Carolina
$33M -$3.13M 3 9.26% Reduced
2106
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
$33M -$231K 4 14.77% Reduced
2107
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$33M -$627K 3 11.29% Reduced
2108
Draper Asset Management
Draper Asset Management
New York
$33M +$314K 6 32.82% Increased
2109
Archford Capital Strategies
Archford Capital Strategies
Illinois
$32.9M +$432K 8 6.25% Increased
2110
LJHT
Laurie J. Hall Trustee
$32.9M +$72.6K 12 13.08% Increased
2111
Nilsine Partners
Nilsine Partners
Colorado
$32.9M +$183K 7 4.84% Increased
2112
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$32.9M -$162K 7 17.17% Reduced
2113
RFG Advisory
RFG Advisory
Alabama
$32.8M +$93.8K 8 1.46% Increased
2114
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$32.8M -$1.68M 6 7.85% Reduced
2115
CC
Codex Capital
New York
$32.8M -$4.93M 6 21.16% Reduced
2116
JGP Wealth Management
JGP Wealth Management
Oregon
$32.8M +$74.8K 6 5.37% Increased
2117
LGT Fund Management
LGT Fund Management
Liechtenstein
$32.8M -$4.14M 5 15.07% Reduced
2118
Scholtz & Company
Scholtz & Company
Connecticut
$32.7M -$1.36M 3 20.45% Reduced
2119
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$32.7M -$2.3M 6 5.55% Reduced
2120
Fernwood Investment Management
Fernwood Investment Management
Massachusetts
$32.6M +$2.58M 10 11.56% Increased
2121
Segment Wealth Management
Segment Wealth Management
Texas
$32.5M +$327K 7 3.34% Increased
2122
SOA Wealth Advisors
SOA Wealth Advisors
New York
$32.4M -$283K 13 7.59% Reduced
2123
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$32.4M -$55.8K 6 8.76% Reduced
2124
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$32.4M +$384K 8 9.38% Increased
2125
McDonough Capital Management
McDonough Capital Management
Florida
$32.4M +$365K 3 29.74% Increased