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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
1776
LC
Lincoln Capital
Nebraska
$11.6M +$2.61M 5 8.25% Increased
1777
Joel Isaacson & Co
Joel Isaacson & Co
New York
$11.6M +$192K 11 2.33% Increased
1778
LJHT
Laurie J. Hall Trustee
$11.6M +$11.1M 8 7.38% New
1779
Tompkins Financial
Tompkins Financial
New York
$11.5M -$475K 7 3.02% Reduced
1780
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$11.5M +$236K 5 3.23% Increased
1781
MKC
M. Kraus & Co
Vermont
$11.5M +$157K 3 7.87% Increased
1782
Steginsky Capital
Steginsky Capital
New York
$11.5M +$11.6M 1 10.35% New
1783
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$11.4M -$107K 8 6.91% Reduced
1784
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$11.4M +$3.61M 8 2.06% Increased
1785
TYCC
Texas Yale Capital Corp
Florida
$11.4M +$137K 6 1.07% Increased
1786
HCM
Hutchinson Capital Management
California
$11.4M -$253K 2 3.12% Reduced
1787
VEPM
Vista Equity Partners Management
California
$11.4M +$3.83M 2 4.74% Increased
1788
BHTS
Bar Harbor Trust Services
Maine
$11.4M -$179K 4 5.92% Reduced
1789
LCP
Lombardia Capital Partners
California
$11.3M -$3.5M 1 1.16% Reduced
1790
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$11.3M -$392K 2 0.26% Reduced
1791
ACM
Avalon Capital Management
California
$11.3M +$5.89M 4 8.64% Increased
1792
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$11.3M -$74.4M 10 0.29% Reduced
1793
III
Independent Investors Inc
New York
$11.3M +$139K 5 5.23% Increased
1794
HMS
Hanseatic Management Services
New Mexico
$11.3M -$9.6M 7 6.33% Reduced
1795
AIM
Arcadia Investment Management
Michigan
$11.3M -$399K 7 3.69% Reduced
1796
RIG
Renaissance Investment Group
Massachusetts
$11.2M +$463K 3 5.29% Increased
1797
PFS
Physicians Financial Services
North Carolina
$11.2M +$6.83K 8 9.2% Increased
1798
SC
ShearLink Capital
New York
$11.1M +$11.2M 1 3.73% New
1799
RG
Rikoon Group
New Mexico
$11.1M +$3.03M 6 4.88% Increased
1800
AT Bancorp
AT Bancorp
Iowa
$11.1M +$3.09M 6 1.47% Increased