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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
1701
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$7.16M -$137K 3 1.87% Reduced
1702
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$7.15M +$560K 2 3.37% Increased
1703
Cowen Inc
Cowen Inc
New York
$7.14M +$3.99M 4 1.2% Increased
1704
Endex Capital Management
Endex Capital Management
Kansas
$7.11M $0 6 6.62% Maintained
1705
Westend Capital Management
Westend Capital Management
California
$7.1M +$6.49M 3 7.63% New
1706
MC
MRJ Capital
New York
$7.08M +$25.2K 2 4.46% Increased
1707
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$7.06M +$6.53M 5 5.4% New
1708
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$7.06M -$67.2K 4 2.75% Reduced
1709
Lucas Capital Management
Lucas Capital Management
New Jersey
$7.06M -$499K 5 2.35% Reduced
1710
GRQ
Gardner Russo & Quinn
Pennsylvania
$7.05M -$49.9K 4 0.07% Reduced
1711
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$7.03M +$7.01M 2 1.54% New
1712
Schnieders Capital Management
Schnieders Capital Management
California
$7.03M +$6.59M 4 6.89% New
1713
Apriem Advisors
Apriem Advisors
California
$7.02M -$53.9K 6 2.75% Reduced
1714
Boston Research & Management
Boston Research & Management
Massachusetts
$7.02M -$125K 4 5.39% Reduced
1715
Whitney & Co
Whitney & Co
New York
$7.02M +$574K 5 3.87% Increased
1716
Lafayette Investments
Lafayette Investments
Maryland
$6.98M -$92.8K 2 3.27% Reduced
1717
MA
Menlo Advisors
California
$6.97M $0 1 5.19% Maintained
1718
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$6.96M -$324K 4 4.83% Reduced
1719
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$6.95M +$25.6K 2 5.41% Increased
1720
HRC
Hoertkorn Richard Charles
$6.94M +$6.69M 3 5.36% New
1721
DRW Securities
DRW Securities
Illinois
$6.92M +$6.47M 5 0.3% New
1722
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$6.91M -$654K 4 4.63% Reduced
1723
Siphron Capital Management
Siphron Capital Management
California
$6.89M -$5.22M 5 9.99% Reduced
1724
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$6.88M -$59K 4 4.04% Reduced
1725
HighTower Trust
HighTower Trust
Texas
$6.83M +$1.7M 3 0.89% Increased