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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
1501
EVM
Evelyn V. Moreno
$17.6M -$5.52K 4 6.35% Reduced
1502
John G. Ullman & Associates
John G. Ullman & Associates
New York
$17.5M -$307K 4 3.67% Reduced
1503
SCI
SkyBridge Capital II
New York
$17.5M +$1.87M 1 3.63% Increased
1504
Caprock Group
Caprock Group
Idaho
$17.4M -$1.75M 8 4.37% Reduced
1505
SIRP
Shelter Insurance Retirement Plan
Missouri
$17.3M $0 2 7.85% Maintained
1506
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$17.3M +$69.2K 4 5.09% Increased
1507
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$17.3M +$1.16M 6 7.23% Increased
1508
Next Financial Group
Next Financial Group
Texas
$17.2M +$1.11M 15 3.02% Increased
1509
Welch Group
Welch Group
Alabama
$17.2M -$438K 5 3.35% Reduced
1510
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$17.1M +$127K 6 1.53% Increased
1511
CWM
Concert Wealth Management
California
$17M -$14.9M 6 3.79% Reduced
1512
Robeco Schweiz
Robeco Schweiz
Switzerland
$17M +$520K 3 1.57% Increased
1513
WEC
Winslow Evans & Crocker
Massachusetts
$17M -$1.98M 14 5.22% Reduced
1514
VAS
Valicenti Advisory Services
New York
$17M +$960K 4 10.59% Increased
1515
Beacon Financial Group
Beacon Financial Group
Texas
$17M -$877K 6 3.45% Reduced
1516
Checchi Capital Advisers
Checchi Capital Advisers
California
$16.9M -$119K 8 2.27% Reduced
1517
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$16.8M +$385K 6 3.79% Increased
1518
Palisade Capital Management
Palisade Capital Management
New Jersey
$16.8M +$7.24M 6 0.63% Increased
1519
WAM
Winslow Asset Management
Ohio
$16.8M -$132K 3 3.53% Reduced
1520
TCCM
Timber Creek Capital Management
Massachusetts
$16.8M +$16.2K 6 13.09% Increased
1521
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$16.8M -$30.5M 4 1.03% Reduced
1522
AKO Capital
AKO Capital
United Kingdom
$16.7M +$16.9M 1 2.15% New
1523
PAM
PineView Asset Management
Connecticut
$16.7M -$6.92M 1 4.17% Reduced
1524
BCM
Beck Capital Management
Texas
$16.7M +$1.69M 5 9.38% Increased
1525
Auxier Asset Management
Auxier Asset Management
Oregon
$16.7M -$24.5K 3 3.63% Reduced