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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
SR
Sloane Robinson
United Kingdom
$14.7M +$5.55M 1 6.55% Increased
1777
IIA
IPG Investment Advisors
California
$14.7M +$6.26M 6 5.05% Increased
1778
Steginsky Capital
Steginsky Capital
New York
$14.6M +$323K 2 13.31% Increased
1779
Affinity Wealth Management
Affinity Wealth Management
Delaware
$14.6M -$638K 3 8.97% Reduced
1780
New England Asset Management
New England Asset Management
Connecticut
$14.5M -$409K 5 0.33% Reduced
1781
FI
FCM Investments
Texas
$14.5M -$16.2M 5 17.19% Reduced
1782
RIG
Renaissance Investment Group
Massachusetts
$14.5M +$460K 3 6.07% Increased
1783
ACM
Adalta Capital Management
New York
$14.5M -$385K 4 11.82% Reduced
1784
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$14.4M +$1.27M 7 0.61% Increased
1785
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$14.4M -$381K 5 2.53% Reduced
1786
CAM
Cubic Asset Management
Massachusetts
$14.4M +$120K 4 4.06% Increased
1787
WIC
Whitegate Investment Counselors
New Hampshire
$14.4M -$1.07M 6 3.18% Reduced
1788
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$14.4M +$525K 3 2.69% Increased
1789
AIA
Allegis Investment Advisors
Idaho
$14.4M +$2.78M 6 3.4% Increased
1790
ECM
EagleClaw Capital Management
Massachusetts
$14.4M -$909K 6 8.14% Reduced
1791
PAA
Peregrine Asset Advisers
Oregon
$14.4M +$2.94M 7 7.55% Increased
1792
SCM
Sitrin Capital Management
California
$14.4M -$3.54M 3 9.24% Reduced
1793
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$14.3M +$2.4M 2 2.04% Increased
1794
Anchor Investment Management
Anchor Investment Management
South Carolina
$14.3M -$44.1K 10 4.19% Reduced
1795
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.3M +$878K 7 3.17% Increased
1796
Lourd Capital
Lourd Capital
California
$14.3M -$91.1K 6 1.27% Reduced
1797
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$14.3M -$392K 10 6.98% Reduced
1798
Waverly Advisors
Waverly Advisors
Alabama
$14.2M +$1.1M 8 3.09% Increased
1799
HKIM
Hayek Kallen Investment Management
Alabama
$14.2M -$221K 4 9.73% Reduced
1800
SAM
Solaris Asset Management
New York
$14.2M +$701K 6 8.3% Increased