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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
PFSC
Peoples Financial Services Corp
Pennsylvania
$8.12M +$193K 5 5.43% Increased
1702
AC
Argentiere Capital
Switzerland
$8.11M +$6.92M 1 5.36% Increased
1703
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$8.08M -$14.8K 1 4.38% Reduced
1704
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$8.07M +$50.8K 3 5.72% Increased
1705
LWM
Lyons Wealth Management
Florida
$8.07M -$824K 3 9.18% Reduced
1706
Capital Planning Advisors
Capital Planning Advisors
California
$8.02M +$1.38M 3 4.71% Increased
1707
Needham Investment Management
Needham Investment Management
New York
$7.99M -$705K 1 1.73% Reduced
1708
HighTower Trust
HighTower Trust
Texas
$7.99M +$258K 3 1.27% Increased
1709
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$7.97M -$606K 3 2.53% Reduced
1710
OCMI
Oaktop Capital Management II
New Jersey
$7.93M $0 1 1.68% Maintained
1711
Telos Capital Management
Telos Capital Management
California
$7.92M +$290K 4 4.37% Increased
1712
CA
Corrado Advisors
New Jersey
$7.91M +$59.1K 2 3.56% Increased
1713
SM
Selkirk Management
New Jersey
$7.91M -$9.9K 2 4.33% Reduced
1714
RAA
RWC Asset Advisors
Florida
$7.9M +$8.26M 1 10.38% New
1715
Girard Partners
Girard Partners
Pennsylvania
$7.89M +$217K 5 4.41% Increased
1716
LI
Lafayette Investments
Maryland
$7.88M -$27.4K 2 3.31% Reduced
1717
PIM
Progressive Investment Management
Oregon
$7.85M +$6.51M 3 8.64% Increased
1718
DSI
Daiwa SB Investments
Japan
$7.85M -$3.92M 5 1.53% Reduced
1719
UBWV
United Bank (West Virginia)
West Virginia
$7.84M -$605K 3 3.47% Reduced
1720
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$7.83M -$199K 4 0.23% Reduced
1721
LCP
Lombardia Capital Partners
California
$7.82M -$1.61M 1 0.27% Reduced
1722
Atria Investments
Atria Investments
North Carolina
$7.8M +$374K 6 0.92% Increased
1723
Dillon & Associates
Dillon & Associates
Michigan
$7.78M -$255K 3 3.79% Reduced
1724
HKIM
Hayek Kallen Investment Management
Alabama
$7.78M +$188K 2 5.81% Increased
1725
Channing Capital Management
Channing Capital Management
Illinois
$7.72M +$2.09M 1 0.34% Increased