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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
1726
SPC
Standard Pacific Capital
California
$7.73M -$11M 1 3.08% Reduced
1727
Winch Advisory Services
Winch Advisory Services
Wisconsin
$7.73M -$10.8M 3 4.21% Reduced
1728
Stanley Capital Management
Stanley Capital Management
Texas
$7.72M +$7.83M 2 6.87% New
1729
Valicenti Advisory Services
Valicenti Advisory Services
New York
$7.72M +$240K 3 4.62% Increased
1730
Leavell Investment Management
Leavell Investment Management
Alabama
$7.72M -$1.04M 5 1.19% Reduced
1731
Brian C. Broderick
Brian C. Broderick
$7.7M +$102K 3 3.26% Increased
1732
CM
Capital Management
Virginia
$7.69M -$1.53M 4 2.37% Reduced
1733
NME
Notis-McConarty Edward
$7.68M $0 4 5.25% Maintained
1734
Aegon USA Investment Management
Aegon USA Investment Management
Iowa
$7.65M $0 1 0.06% Maintained
1735
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$7.64M -$46.9K 2 6.25% Reduced
1736
Univest Financial
Univest Financial
Pennsylvania
$7.64M -$53.5K 4 3.35% Reduced
1737
Carl Domino
Carl Domino
Florida
$7.64M +$2.66M 5 4.11% Increased
1738
OCMI
Oaktop Capital Management II
New Jersey
$7.63M $0 1 1.69% Maintained
1739
MKC
M. Kraus & Co
Vermont
$7.62M -$277K 2 5.54% Reduced
1740
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$7.61M +$460K 4 2.34% Increased
1741
Isthmus Partners
Isthmus Partners
Wisconsin
$7.6M +$7.68M 5 2.59% New
1742
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$7.6M -$14.8K 4 2.45% Reduced
1743
Apriem Advisors
Apriem Advisors
California
$7.6M +$580K 7 2.8% Increased
1744
Beacon Financial Group
Beacon Financial Group
Texas
$7.58M +$139K 4 1.57% Increased
1745
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$7.57M +$2.25M 9 0.06% Increased
1746
Torch Wealth Management
Torch Wealth Management
Ohio
$7.53M +$2.15M 4 5.77% Increased
1747
Penbrook Management
Penbrook Management
New York
$7.5M +$237K 4 6.77% Increased
1748
Symmetry Peak Management
Symmetry Peak Management
Pennsylvania
$7.49M +$3.45M 3 1.34% Increased
1749
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.47M +$1.16M 5 2.95% Increased
1750
Boston Research & Management
Boston Research & Management
Massachusetts
$7.43M +$162K 4 4.66% Increased