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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
ACM
Ativo Capital Management
Illinois
$7.1M -$566K 2 2.88% Reduced
1702
WWM
Willingdon Wealth Management
North Carolina
$7.1M +$1.82M 4 4.98% Increased
1703
Brian C. Broderick
Brian C. Broderick
$7.08M +$137K 3 3.48% Increased
1704
FA
FMA Advisory
Pennsylvania
$7.07M +$175K 3 2.77% Increased
1705
RAM
Ramsey Asset Management
Virginia
$7.05M +$770K 3 9.49% Increased
1706
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$7.01M +$17.3K 5 5.35% Increased
1707
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$7M +$2.26M 1 4.76% Increased
1708
CL
CFS LLC
Oklahoma
$6.99M -$397K 4 6.1% Reduced
1709
Globeflex Capital
Globeflex Capital
California
$6.98M -$26.2K 8 0.8% Reduced
1710
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.98M -$7.82M 1 0.99% Reduced
1711
OWIM
Old West Investment Management
California
$6.95M -$366K 1 4.33% Reduced
1712
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$6.94M -$92K 2 6.3% Reduced
1713
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$6.91M -$974K 4 0.57% Reduced
1714
NIC
Northwest Investment Counselors
Oregon
$6.91M -$50.7K 3 4.78% Reduced
1715
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$6.91M -$1.09M 2 3.76% Reduced
1716
TCOO
Trust Company of Oklahoma
Oklahoma
$6.91M -$235K 4 4.48% Reduced
1717
EIM
Emerson Investment Management
Massachusetts
$6.89M -$5.77M 3 1.42% Reduced
1718
ISB
Iowa State Bank
Iowa
$6.89M +$136K 2 4.91% Increased
1719
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.89M +$1.08M 5 2.73% Increased
1720
SCM
SOL Capital Management
Maryland
$6.88M -$196K 5 2.69% Reduced
1721
GC
Gratry & Company
Ohio
$6.87M +$4.65M 2 2.47% Increased
1722
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$6.87M -$2.82M 5 1.13% Reduced
1723
WM
WCG Management
New York
$6.86M +$4.52M 3 2.65% Increased
1724
ARMT
Amica Retiree Medical Trust
Rhode Island
$6.85M -$565K 7 5.84% Reduced
1725
LCM
Lucas Capital Management
New Jersey
$6.85M -$364K 5 2.19% Reduced