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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
1026
Moors & Cabot
Moors & Cabot
Massachusetts
$112M +$1.62M 13 8.6% Increased
1027
Seizert Capital Partners
Seizert Capital Partners
Michigan
$112M -$3.57M 4 5.85% Reduced
1028
D.J. St. Germain
D.J. St. Germain
Massachusetts
$112M -$1.13M 6 7.55% Reduced
1029
Act Two Investors
Act Two Investors
California
$112M +$1.24M 4 24.58% Increased
1030
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$111M +$3.53M 11 12.89% Increased
1031
Cumberland Partners
Cumberland Partners
Ontario, Canada
$111M -$1.18M 5 9.16% Reduced
1032
KC
KCL Capital
New York
$111M -$47.6M 5 10.4% Reduced
1033
Geneos Wealth Management
Geneos Wealth Management
Colorado
$111M +$52.3K 26 3.09% Increased
1034
Summit Trail Advisors
Summit Trail Advisors
New York
$111M +$50.8M 7 11.95% Increased
1035
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$111M -$128K 4 12.87% Reduced
1036
Guinness Asset Management
Guinness Asset Management
United Kingdom
$110M +$8.13M 4 6.95% Increased
1037
Norris Perne & French
Norris Perne & French
Michigan
$110M -$13.4M 6 10.23% Reduced
1038
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$110M -$14.7M 4 7.23% Reduced
1039
APA
American Portfolios Advisors
New York
$110M +$15.3M 28 4.81% Increased
1040
CWA Asset Management Group
CWA Asset Management Group
Florida
$110M +$11.6M 6 10.02% Increased
1041
AP
Archon Partners
New Jersey
$110M -$19.2M 4 15.32% Reduced
1042
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$109M +$1.04M 6 11.97% Increased
1043
Parsons Capital Management
Parsons Capital Management
Rhode Island
$109M -$381K 9 8.94% Reduced
1044
BloombergSen
BloombergSen
Ontario, Canada
$109M +$16.1M 2 5.96% Increased
1045
Dock Street Asset Management
Dock Street Asset Management
Florida
$109M +$412K 5 22.73% Increased
1046
Parthenon LLC
Parthenon LLC
Kentucky
$109M +$372K 6 17.5% Increased
1047
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$108M +$1.23M 13 5.2% Increased
1048
USCA RIA
USCA RIA
Texas
$108M +$6.37M 11 7.12% Increased
1049
Petrus Trust Company
Petrus Trust Company
Texas
$108M +$14.4K 2 10.33% Increased
1050
Steadview Capital Management
Steadview Capital Management
United Kingdom
$108M -$15.9M 1 10.7% Reduced