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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
Dakota Wealth Management
Dakota Wealth Management
Florida
$31.7M +$3.46M 5 6.92% Increased
1602
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$31.7M +$3.24M 7 12.46% Increased
1603
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$31.6M -$1.26M 6 4.97% Reduced
1604
Blue Fin Capital
Blue Fin Capital
Rhode Island
$31.5M +$2.48M 6 17.41% Increased
1605
Bogle Investment Management
Bogle Investment Management
Massachusetts
$31.5M +$14M 4 3.3% Increased
1606
Checchi Capital Advisers
Checchi Capital Advisers
California
$31.4M -$1.98M 9 3.01% Reduced
1607
KPS Global Asset Management (UK)
KPS Global Asset Management (UK)
United Kingdom
$31.4M +$33.6M 2 12.28% New
1608
First Washington Corp
First Washington Corp
Washington
$31.4M -$5.73M 6 19.71% Reduced
1609
Edgar Lomax Company
Edgar Lomax Company
Virginia
$31.4M +$856K 1 2.79% Increased
1610
Wilsey Asset Management
Wilsey Asset Management
California
$31.4M $0 1 16.05% Maintained
1611
HA
Harbor Advisors
Florida
$31.3M -$1.21M 6 9.51% Reduced
1612
Black-and-white Capital
Black-and-white Capital
California
$31.3M +$25.9M 1 2.63% New
1613
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$31.2M -$336K 7 3.03% Reduced
1614
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$31.1M -$2.44M 4 10.32% Reduced
1615
Schnieders Capital Management
Schnieders Capital Management
California
$31.1M +$2.16M 7 14.97% Increased
1616
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$31.1M +$1.52M 9 4.43% Increased
1617
WA
Winfield Associates
Ohio
$31.1M -$1.53M 5 19.62% Reduced
1618
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$31M -$37.1M 6 1% Reduced
1619
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$31M +$21.1M 3 2.47% Increased
1620
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$31M +$1.93M 8 6.91% Increased
1621
Unigestion Holding
Unigestion Holding
Switzerland
$31M +$33.6M 6 1.16% New
1622
MIG Capital
MIG Capital
California
$30.9M $0 1 3.64% Maintained
1623
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$30.9M -$522K 7 12.15% Reduced
1624
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$30.9M +$7.03M 2 1.43% Increased
1625
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$30.9M -$1.65M 5 5.11% Reduced