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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
2701
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$14.9M -$5.99M 4 19.15% Reduced
2702
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$14.9M +$45.7K 10 8.72% Increased
2703
Martin & Co
Martin & Co
Tennessee
$14.9M +$298K 4 4.43% Increased
2704
HIC
Harbor Island Capital
Massachusetts
$14.9M -$851K 2 10.43% Reduced
2705
Inherent Group
Inherent Group
New York
$14.9M +$17M 3 1.63% New
2706
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$14.9M -$6.12M 3 3.62% Reduced
2707
Chase Investment Counsel
Chase Investment Counsel
Virginia
$14.9M -$4.64M 2 9.42% Reduced
2708
Nightview Capital
Nightview Capital
Texas
$14.9M +$3.51M 3 2.92% Increased
2709
Curtis Advisory Group
Curtis Advisory Group
California
$14.9M +$43.9K 3 6.11% Increased
2710
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$14.9M +$182K 5 7.49% Increased
2711
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$14.9M +$294K 22 4.75% Increased
2712
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$14.8M +$1.13M 12 4.45% Increased
2713
Lafayette Investments
Lafayette Investments
Maryland
$14.8M +$560K 4 4.57% Increased
2714
AIP
Alapocas Investment Partners
Massachusetts
$14.8M +$256K 3 14.86% Increased
2715
Winslow Asset Management
Winslow Asset Management
Ohio
$14.8M -$103K 4 3.86% Reduced
2716
Greystone Financial Group
Greystone Financial Group
Michigan
$14.8M +$4.69M 3 5.02% Increased
2717
Darwin Wealth Management
Darwin Wealth Management
Florida
$14.8M -$992K 5 3.7% Reduced
2718
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$14.8M -$219K 4 12.47% Reduced
2719
NWK Group
NWK Group
California
$14.8M -$570K 4 11.42% Reduced
2720
Buttonwood Financial Advisors
Buttonwood Financial Advisors
Maryland
$14.7M +$360K 3 13.28% Increased
2721
Marathon Capital Management
Marathon Capital Management
Maryland
$14.7M +$2.31M 6 4.21% Increased
2722
EFG Asset Management
EFG Asset Management
Oregon
$14.7M -$639K 4 3.4% Reduced
2723
Childress Capital Advisors
Childress Capital Advisors
Texas
$14.7M +$314K 6 5.74% Increased
2724
Beacon Financial Group
Beacon Financial Group
Texas
$14.6M -$93.8K 7 2.27% Reduced
2725
Empowered Funds
Empowered Funds
Pennsylvania
$14.6M +$6.27M 8 1.42% Increased