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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
1801
RBO & Co
RBO & Co
California
$5.92M +$2.33M 1 2.28% Increased
1802
Grassi Investment Management
Grassi Investment Management
California
$5.91M -$328K 4 1.41% Reduced
1803
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$5.89M $0 1 1.35% Maintained
1804
PCM
Palouse Capital Management
Washington
$5.85M -$77.9K 2 2.23% Reduced
1805
ACI
Advance Capital I
Michigan
$5.84M +$9.39K 4 2.79% Increased
1806
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$5.83M +$77.7K 2 4.02% Increased
1807
AIM
Aspen Investment Management
Michigan
$5.82M -$371K 5 3.88% Reduced
1808
RCM
Reynolds Capital Management
Nevada
$5.81M +$406K 6 3.26% Increased
1809
GIM
Guild Investment Management
California
$5.8M +$5.25M 1 4.02% New
1810
TWM
Torch Wealth Management
Ohio
$5.78M +$5.4M 5 4.41% New
1811
OC
Oppenheimer & Close
New York
$5.77M -$1.05M 1 4.98% Reduced
1812
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$5.73M -$119K 1 1.96% Reduced
1813
GGPS
Gary Goldberg Planning Services
New York
$5.72M -$398K 6 3.33% Reduced
1814
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.72M +$580K 5 2.66% Increased
1815
BE
Bonness Enterprises
District of Columbia
$5.7M +$202K 2 5.04% Increased
1816
CFSG
Community Financial Services Group
Vermont
$5.67M -$17.9K 3 3.07% Reduced
1817
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$5.67M +$2.45M 5 2.01% Increased
1818
Sentinel Trust
Sentinel Trust
Texas
$5.66M -$2.51M 5 1.57% Reduced
1819
WSA
Willow Street Advisors
Florida
$5.64M -$2.42M 3 3.15% Reduced
1820
Dean Investment Associates
Dean Investment Associates
Ohio
$5.64M -$40.2K 2 1.35% Reduced
1821
GPC
Glacier Peak Capital
Washington
$5.62M +$4.06M 2 3.07% Increased
1822
CAM
CMT Asset Management
Illinois
$5.6M +$3.73M 4 0.28% Increased
1823
RHFI
Reilly Herbert Faulkner III
$5.58M +$5.16M 2 5.53% New
1824
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.56M -$211K 4 2.35% Reduced
1825
WIS
Wright Investors Service
Connecticut
$5.56M +$437K 4 2.45% Increased