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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
Joel Isaacson & Co
Joel Isaacson & Co
New York
$24.9M +$256K 8 3.27% Increased
1802
Flossbach von Storch AG Zurich
Flossbach von Storch AG Zurich
Switzerland
$24.9M +$2.44M 4 21.04% Increased
1803
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$24.9M +$21.1M 1 11.05% Increased
1804
Duncker Streett & Co
Duncker Streett & Co
Missouri
$24.9M +$841K 9 5.22% Increased
1805
AC
Asturias Capital
New York
$24.9M -$25.7M 2 11.29% Reduced
1806
Hourglass Capital
Hourglass Capital
Texas
$24.9M -$25.5K 6 6.74% Reduced
1807
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$24.8M -$827K 7 4.65% Reduced
1808
Manchester Capital Management
Manchester Capital Management
Vermont
$24.8M +$187K 13 2.71% Increased
1809
United Bank (Virginia)
United Bank (Virginia)
Virginia
$24.8M -$861K 5 4.29% Reduced
1810
WealthPLAN Partners
WealthPLAN Partners
Nebraska
$24.7M +$3.23M 6 2.91% Increased
1811
CIA
Covington Investment Advisors
Pennsylvania
$24.7M +$2.16M 3 7.6% Increased
1812
Oak Grove Capital
Oak Grove Capital
New Hampshire
$24.7M -$177K 5 9.63% Reduced
1813
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$24.6M -$3.71M 1 6.78% Reduced
1814
Hedeker Wealth
Hedeker Wealth
Illinois
$24.6M +$795K 5 13.21% Increased
1815
CCM
Consolidated Capital Management
California
$24.6M -$32.3K 3 16.38% Reduced
1816
TAM
Tradition Asset Management
Virginia
$24.6M -$809K 8 5.98% Reduced
1817
FWM
Frontier Wealth Management
Missouri
$24.5M -$20.4M 8 3.93% Reduced
1818
Monetta Financial Services
Monetta Financial Services
Illinois
$24.5M -$3.15M 4 18.27% Reduced
1819
Elephas Investment Management
Elephas Investment Management
Hong Kong
$24.5M -$10.1M 1 29.39% Reduced
1820
10-15 Associates
10-15 Associates
New York
$24.5M +$205K 4 4.62% Increased
1821
Cubic Asset Management
Cubic Asset Management
Massachusetts
$24.5M -$7.63K 4 6.89% Reduced
1822
Dillon & Associates
Dillon & Associates
Michigan
$24.3M +$1.04M 4 6.81% Increased
1823
AAM
Autus Asset Management
Arizona
$24.3M +$87.5K 5 3.53% Increased
1824
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$24.3M +$103K 7 1.67% Increased
1825
Condor Capital Management
Condor Capital Management
New Jersey
$24.3M -$290K 7 3.55% Reduced