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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
2851
Angeles Investment Advisors
Angeles Investment Advisors
California
$10.2M -$2.03M 5 1.45% Reduced
2852
Ellis Investment Partners
Ellis Investment Partners
Pennsylvania
$10.2M -$700K 10 3.83% Reduced
2853
Northwest Capital Management
Northwest Capital Management
Oregon
$10.2M +$311K 2 8.96% Increased
2854
Cape Ann Savings Bank
Cape Ann Savings Bank
Massachusetts
$10.2M +$9.26M 4 8.65% New
2855
6 Meridian
6 Meridian
Kansas
$10.2M -$20.7M 3 1.08% Reduced
2856
Penn Capital Management
Penn Capital Management
Pennsylvania
$10.2M +$551K 2 1.33% Increased
2857
Davidson Trust Company
Davidson Trust Company
Washington
$10.1M +$156K 6 9.84% Increased
2858
Trust Company
Trust Company
Kansas
$10.1M +$34.2K 9 9.62% Increased
2859
Brendel Financial Advisors
Brendel Financial Advisors
New Hampshire
$10.1M +$1.83M 5 8.72% Increased
2860
Diamant Asset Management
Diamant Asset Management
Connecticut
$10.1M -$9.44K 3 10.63% Reduced
2861
Exeter Financial
Exeter Financial
Arizona
$10.1M -$1.23M 4 8.39% Reduced
2862
Pettee Investors
Pettee Investors
Connecticut
$10.1M +$499K 5 6.24% Increased
2863
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$10.1M +$796K 17 3.85% Increased
2864
Private Ocean
Private Ocean
California
$10.1M -$603K 10 2.47% Reduced
2865
Winslow Asset Management
Winslow Asset Management
Ohio
$10.1M -$119K 3 2.71% Reduced
2866
Prestige Wealth Management Group
Prestige Wealth Management Group
New Jersey
$10M -$310K 12 3.54% Reduced
2867
WealthStone
WealthStone
Ohio
$10M +$7.05M 6 4.78% Increased
2868
Bank of Marin
Bank of Marin
California
$10M +$416K 6 11.43% Increased
2869
Plancorp LLC
Plancorp LLC
Missouri
$10M -$188K 6 3.02% Reduced
2870
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$10M +$318 6 7.16% Increased
2871
Progeny 3 Inc
Progeny 3 Inc
Washington
$10M +$1.08M 3 6.78% Increased
2872
Kalos Management
Kalos Management
Georgia
$10M +$632K 6 4.2% Increased
2873
SCA
Strategic Capital Advisers
Colorado
$10M -$920K 4 10.02% Reduced
2874
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$9.9M -$5.91M 7 2.53% Reduced
2875
Lagoda Investment Management
Lagoda Investment Management
New York
$9.9M +$678K 3 8.27% Increased