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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
2501
RHDIC
R.H. Dinel Investment Counsel
California
$19.7M +$976K 2 14.86% Increased
2502
Penbrook Management
Penbrook Management
New York
$19.7M -$101K 6 15.1% Reduced
2503
Greystone Financial Group
Greystone Financial Group
Michigan
$19.7M +$3.05M 3 4.96% Increased
2504
Allred Capital Management
Allred Capital Management
Texas
$19.7M -$300K 6 10.42% Reduced
2505
Ascent Wealth Partners
Ascent Wealth Partners
New York
$19.7M +$311K 4 3.95% Increased
2506
Riverview Capital Advisers
Riverview Capital Advisers
Massachusetts
$19.7M +$2.77M 3 8.46% Increased
2507
Union Heritage Capital
Union Heritage Capital
Michigan
$19.6M -$992K 3 11.93% Reduced
2508
Vise Technologies
Vise Technologies
New York
$19.6M +$2.52M 8 5.17% Increased
2509
RA
Rovida Advisors
Florida
$19.6M -$470K 3 7.65% Reduced
2510
WA1
Wimmer Associates 1
California
$19.6M -$790K 5 12.53% Reduced
2511
Lynch Asset Management
Lynch Asset Management
Pennsylvania
$19.6M +$1.44M 5 14.05% Increased
2512
Legato Capital Management
Legato Capital Management
California
$19.6M -$23.3K 9 3.56% Reduced
2513
Verde Servicos Internacionais
Verde Servicos Internacionais
Brazil
$19.6M +$2.27M 1 6.21% Increased
2514
Blue Edge Capital
Blue Edge Capital
Virginia
$19.6M +$215K 6 4.23% Increased
2515
Miramar Capital
Miramar Capital
Illinois
$19.6M -$551K 5 5.03% Reduced
2516
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.5M +$1.32M 8 3.43% Increased
2517
JT Stratford LLC
JT Stratford LLC
Georgia
$19.5M +$758K 5 5.62% Increased
2518
WBH Advisory
WBH Advisory
Maryland
$19.5M +$17.7M 6 2.43% New
2519
SXL
Summit X LLC
Missouri
$19.5M +$2.95M 7 5.03% Increased
2520
Westmount Partners
Westmount Partners
California
$19.5M +$353K 6 9% Increased
2521
F/M Investments
F/M Investments
District of Columbia
$19.4M +$7.12M 5 19.61% Increased
2522
Beech Hill Advisors
Beech Hill Advisors
New York
$19.4M -$72.5K 6 9.78% Reduced
2523
HA
Hamel Associates
New Jersey
$19.4M +$141K 5 6.72% Increased
2524
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$19.4M -$39.5M 3 0.83% Reduced
2525
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$19.4M -$427K 23 10.29% Reduced