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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
Lourd Capital
Lourd Capital
California
$14.4M +$705K 6 1.39% Increased
1702
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$14.4M -$1.65M 4 10.45% Reduced
1703
CWA Asset Management Group
CWA Asset Management Group
Florida
$14.4M +$2.82M 5 4.9% Increased
1704
Novare Capital Management
Novare Capital Management
North Carolina
$14.3M +$551K 3 3.32% Increased
1705
AT Bancorp
AT Bancorp
Iowa
$14.3M +$2.17M 6 1.83% Increased
1706
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$14.3M -$2.22M 7 1.72% Reduced
1707
Alley Company
Alley Company
Illinois
$14.2M +$610K 5 5.62% Increased
1708
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$14.2M +$12.5M 5 1.86% Increased
1709
SCM
Symons Capital Management
Pennsylvania
$14.2M -$390K 1 3.51% Reduced
1710
Paulson & Co
Paulson & Co
New York
$14.2M -$151M 2 0.19% Reduced
1711
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$14.1M +$5.85M 1 5.14% Increased
1712
TCM
Texan Capital Management
Texas
$14.1M +$25.9K 5 6.43% Increased
1713
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$14.1M -$2.64K 9 7.37% Reduced
1714
Beddow Capital Management
Beddow Capital Management
Wyoming
$14M +$417K 2 5.55% Increased
1715
Affinity Wealth Management
Affinity Wealth Management
Delaware
$14M +$426K 5 7.83% Increased
1716
CWM
Catamount Wealth Management
Connecticut
$14M +$2.66M 6 9.6% Increased
1717
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$14M +$681 9 1.03% Increased
1718
Venturi Wealth Management
Venturi Wealth Management
Texas
$13.9M +$3.24M 7 3.22% Increased
1719
Nicholas Investment Partners
Nicholas Investment Partners
California
$13.9M +$8.5M 4 0.98% Increased
1720
SA
Strategic Advisors
New York
$13.9M +$1.93M 6 6.56% Increased
1721
MCM
McMillion Capital Management
North Carolina
$13.9M -$65.3K 3 9.43% Reduced
1722
Next Financial Group
Next Financial Group
Texas
$13.9M -$5.59M 13 3.85% Reduced
1723
Apriem Advisors
Apriem Advisors
California
$13.8M +$6.23M 11 3.76% Increased
1724
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$13.8M -$45.9K 5 2.51% Reduced
1725
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$13.8M +$564K 3 3.23% Increased