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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
2926
PC
Panoramic Capital
California
$32.7M +$5.98M 5 14.09% Increased
2927
HSM
H Squared Management
New York
$32.7M -$5.02M 2 20.96% Reduced
2928
JWM
JPL Wealth Management
Colorado
$32.7M -$330K 24 6.49% Reduced
2929
MVA
Mount Vernon Associates
Maryland
$32.7M -$1.73M 5 21.31% Reduced
2930
GSB
Greenfield Savings Bank
Massachusetts
$32.7M -$228K 6 12.4% Reduced
2931
EMB
Elefante Mark B
$32.7M +$2.34M 4 14.06% Increased
2932
SWM
SHP Wealth Management
Massachusetts
$32.7M +$1M 27 2.25% Increased
2933
MC
Miramontes Capital
California
$32.7M +$715K 6 10.16% Increased
2934
CIM
Contravisory Investment Management
Massachusetts
$32.7M -$8.83M 10 5.77% Reduced
2935
SBF
Sara-Bay Financial
Florida
$32.6M -$131K 5 8.69% Reduced
2936
ECML
Eagle Capital Management (Louisiana)
Louisiana
$32.6M -$762K 3 11.12% Reduced
2937
LJAC
L.J. Altfest & Co
New York
$32.6M -$2.01M 7 3.16% Reduced
2938
NI
NFC Investments
Tennessee
$32.5M -$311K 3 8.28% Reduced
2939
OFS
OMC Financial Services
New York
$32.5M -$939K 5 10.78% Reduced
2940
HFM
Hartford Financial Management
Connecticut
$32.5M -$3.04M 9 7.25% Reduced
2941
PGA
Portland Global Advisors
Maine
$32.5M +$2.5M 6 3.09% Increased
2942
LWP
LMG Wealth Partners
Louisiana
$32.5M -$137K 7 5.19% Reduced
2943
FP
Financial Perspectives
Minnesota
$32.5M +$1.55M 16 7.91% Increased
2944
KA
Kerrisdale Advisers
Florida
$32.4M +$2.1M 5 8.13% Increased
2945
LA
Lakeside Advisors
Washington
$32.4M -$406K 3 20.4% Reduced
2946
MC
Mathes Company
New York
$32.4M +$1.07M 4 10.07% Increased
2947
OFG
Oxford Financial Group
Indiana
$32.4M -$1.79M 7 1.64% Reduced
2948
ACM
Adalta Capital Management
New York
$32.4M -$1.35M 6 14.22% Reduced
2949
BWP
BSW Wealth Partners
Colorado
$32.4M -$1.63M 10 3.6% Reduced
2950
AWM
Aviso Wealth Management
Washington
$32.3M +$519K 6 11.01% Increased