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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
1751
Covenant Asset Management
Covenant Asset Management
New Jersey
$34.5M -$3.98M 5 11.07% Reduced
1752
SSI
Scott & Selber Inc
Texas
$34.5M +$231K 6 15.47% Increased
1753
Unio Capital
Unio Capital
New Jersey
$34.5M -$447K 3 18.66% Reduced
1754
HCR Wealth Advisors
HCR Wealth Advisors
California
$34.5M +$76.9K 7 7.88% Increased
1755
Granahan Investment Management
Granahan Investment Management
Massachusetts
$34.4M -$3.78M 3 1.17% Reduced
1756
CLCM
Crawford Lake Capital Management
New Jersey
$34.4M +$25.8M 4 14.26% Increased
1757
Brookstone Capital Management
Brookstone Capital Management
Illinois
$34.4M +$7.99M 7 1.59% Increased
1758
Joel Isaacson & Co
Joel Isaacson & Co
New York
$34.4M +$247K 11 4.47% Increased
1759
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$34.3M -$215K 6 18.9% Reduced
1760
Auxier Asset Management
Auxier Asset Management
Oregon
$34.3M +$634K 6 7.18% Increased
1761
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$34.3M +$9.37M 7 2.99% Increased
1762
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$34.2M +$285K 7 8.21% Increased
1763
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$34.2M -$229K 7 15.57% Reduced
1764
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$34.1M +$122K 6 8.1% Increased
1765
Ferris Capital
Ferris Capital
Massachusetts
$33.8M +$622K 8 10.93% Increased
1766
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$33.8M -$1.45M 6 10.23% Reduced
1767
South Street Advisors
South Street Advisors
New York
$33.8M +$1.04M 4 8.17% Increased
1768
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$33.8M +$526K 6 12.83% Increased
1769
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$33.7M -$13.1M 5 0.85% Reduced
1770
Cypress Capital Group
Cypress Capital Group
Florida
$33.7M -$450K 8 5.61% Reduced
1771
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$33.7M +$1.54M 7 8.78% Increased
1772
Connors Investor Services
Connors Investor Services
Pennsylvania
$33.7M -$1.32M 3 4.71% Reduced
1773
CCM
Compton Capital Management
Rhode Island
$33.6M +$894K 8 12.92% Increased
1774
Fairpointe Capital
Fairpointe Capital
Illinois
$33.6M -$3.69M 4 5.39% Reduced
1775
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$33.6M +$3.57M 5 5.84% Increased