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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
Hartline Investment Corp
Hartline Investment Corp
Illinois
$9.6M -$1.05M 5 3.59% Reduced
1802
RCM
Riverpark Capital Management
New York
$9.6M -$2.62M 2 6.26% Reduced
1803
HIM
Hutchens Investment Management
New Hampshire
$9.6M +$2.78M 4 9.42% Increased
1804
MFS
McNamara Financial Services
Massachusetts
$9.6M +$2.78M 4 9.42% Increased
1805
BRM
Boston Research & Management
Massachusetts
$9.6M -$137K 5 5.96% Reduced
1806
DAM
Doheny Asset Management
California
$9.6M -$524K 4 4.68% Reduced
1807
Stanley Capital Management
Stanley Capital Management
Texas
$9.6M +$77.7K 3 9.2% Increased
1808
CW
Cabot-Wellington
Massachusetts
$9.6M +$1.15M 1 6.5% Increased
1809
Palisade Capital Management
Palisade Capital Management
New Jersey
$9.6M +$7.26M 5 0.31% Increased
1810
Kings Point Capital Management
Kings Point Capital Management
New York
$9.5M +$7.46M 5 2.36% Increased
1811
PIM
Progressive Investment Management
Oregon
$9.5M -$40.3K 4 10.17% Reduced
1812
FC
FIC Capital
New York
$9.49M +$6.71M 5 4.21% Increased
1813
Private Capital Advisors
Private Capital Advisors
Connecticut
$9.46M -$104K 5 4.08% Reduced
1814
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$9.46M +$3.15M 7 1.99% Increased
1815
ICM
Intrepid Capital Management
Florida
$9.43M -$2.58M 2 3.21% Reduced
1816
RMSCM
R.M. Sincerbeaux Capital Management
New York
$9.39M +$63.4K 2 10.17% Increased
1817
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$9.38M +$894K 7 1.39% Increased
1818
GCM
Garland Capital Management
Washington
$9.37M -$19.2K 2 7.42% Reduced
1819
RHDIC
R.H. Dinel Investment Counsel
California
$9.36M $0 3 10.6% Maintained
1820
PAIA
Park Avenue Institutional Advisers
New York
$9.35M -$80.2K 10 8.04% Reduced
1821
AWM
Altavista Wealth Management
North Carolina
$9.34M +$579K 4 5.51% Increased
1822
Wexford Capital
Wexford Capital
Florida
$9.32M +$8.92M 4 2.19% New
1823
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$9.32M +$48.9K 6 4.23% Increased
1824
BG
Bollard Group
Massachusetts
$9.3M +$620K 7 0.77% Increased
1825
VW
Vantage Wealth
California
$9.28M -$89.9K 1 5.34% Reduced