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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
Guinness Asset Management
Guinness Asset Management
United Kingdom
$11.1M -$1.72M 2 2.66% Reduced
1802
PAS
Partnervest Advisory Services
California
$11M +$306K 7 5.1% Increased
1803
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$11M -$68.9K 5 4.92% Reduced
1804
FC
FIC Capital
New York
$11M -$470K 5 5.55% Reduced
1805
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$11M +$18.3K 4 5.55% Increased
1806
CC
Courier Capital
New York
$11M -$539K 6 2.09% Reduced
1807
RSVP
Ramsay Stattman Vela & Price
Colorado
$11M +$2.15M 4 5.19% Increased
1808
Blue Fin Capital
Blue Fin Capital
Rhode Island
$11M +$2.08M 5 7.25% Increased
1809
CPA
Court Place Advisors
Maryland
$11M -$928K 3 5.19% Reduced
1810
Connors Investor Services
Connors Investor Services
Pennsylvania
$11M -$104K 2 1.87% Reduced
1811
Smithfield Trust
Smithfield Trust
Pennsylvania
$10.9M +$477K 10 1.84% Increased
1812
SA
Strategic Advisors
New York
$10.9M +$800K 6 5.74% Increased
1813
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$10.9M -$588K 2 4.6% Reduced
1814
Choreo LLC
Choreo LLC
Illinois
$10.9M +$128M 8 1.73% Increased
1815
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$10.9M +$3.27M 2 3.6% Increased
1816
Cheviot Value Management
Cheviot Value Management
California
$10.9M +$48.7K 1 6.52% Increased
1817
Needham Investment Management
Needham Investment Management
New York
$10.9M +$922K 3 2.78% Increased
1818
RMSCM
R.M. Sincerbeaux Capital Management
New York
$10.9M $0 2 10.3% Maintained
1819
Anchor Investment Management
Anchor Investment Management
South Carolina
$10.8M +$358K 9 4.04% Increased
1820
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$10.8M +$2.44M 5 1.64% Increased
1821
WFG
Windsor Financial Group
Minnesota
$10.8M -$157K 3 5.11% Reduced
1822
GCM
Garland Capital Management
Washington
$10.8M +$42.2K 2 7.73% Increased
1823
DSC
Duncker Streett & Co
Missouri
$10.8M +$332K 8 3.59% Increased
1824
BTNA
Bremer Trust National Association
Minnesota
$10.8M -$1.48M 7 2.95% Reduced
1825
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$10.7M +$40.7K 3 6.74% Increased