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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
1601
Scholtz & Company
Scholtz & Company
Connecticut
$23.6M +$169K 3 20.49% Increased
1602
Act Two Investors
Act Two Investors
California
$23.6M +$24.7M 5 16.55% New
1603
SC
Saybrook Capital
North Carolina
$23.5M +$1.33M 2 11.24% Increased
1604
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$23.5M -$916K 16 5.71% Reduced
1605
Spinnaker Trust
Spinnaker Trust
Maine
$23.5M +$1M 7 2.67% Increased
1606
Wittenberg Investment Management
Wittenberg Investment Management
Massachusetts
$23.4M -$5.36K 3 11.03% Reduced
1607
CCM
Cohen Capital Management
California
$23.4M -$1.53M 5 6.48% Reduced
1608
American Assets Investment Management
American Assets Investment Management
California
$23.4M +$3.37M 7 4.21% Increased
1609
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$23.4M +$1.73M 8 1.07% Increased
1610
Accident Compensation Corp
Accident Compensation Corp
New Zealand
$23.3M +$4.43M 8 7.27% Increased
1611
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.3M -$589K 11 2.4% Reduced
1612
Community Bank
Community Bank
New York
$23.3M +$302K 9 5.17% Increased
1613
Exchange Capital Management
Exchange Capital Management
Michigan
$23.2M -$254K 5 7.55% Reduced
1614
United Asset Strategies
United Asset Strategies
New York
$23.2M +$1.69M 7 6.34% Increased
1615
Citizens Business Bank
Citizens Business Bank
California
$23.2M -$950K 6 4.47% Reduced
1616
Peconic Partners
Peconic Partners
New York
$23.2M -$7.34M 3 5.68% Reduced
1617
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$23.2M -$3.12M 5 7% Reduced
1618
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$23.2M -$675K 6 18.02% Reduced
1619
Guinness Asset Management
Guinness Asset Management
United Kingdom
$23.1M +$2.78M 2 4.72% Increased
1620
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$23.1M +$391K 5 11.8% Increased
1621
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$23M -$1.06M 7 6.78% Reduced
1622
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$23M +$1.91M 6 9.97% Increased
1623
Institutional Venture Management XV
Institutional Venture Management XV
California
$23M $0 1 50.47% Maintained
1624
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$22.9M +$1.21M 7 2.62% Increased
1625
M
MOTCO
Texas
$22.9M -$7.32M 7 2.54% Reduced