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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
1826
WCAM
West Coast Asset Management
California
$5.56M -$374K 1 8.35% Reduced
1827
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$5.53M -$64K 4 1.56% Reduced
1828
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$5.53M +$59.1K 2 2.77% Increased
1829
BCM
Birmingham Capital Management
Alabama
$5.52M -$134K 1 2.08% Reduced
1830
NCIM
New Century Investment Management
Michigan
$5.52M -$15.5K 2 3.3% Reduced
1831
DF Dent & Co
DF Dent & Co
Maryland
$5.51M -$38.7K 3 0.13% Reduced
1832
AIM
AMI Investment Management
Indiana
$5.49M -$100K 2 4.77% Reduced
1833
VW
Vantage Wealth
California
$5.49M +$42.3K 1 3.55% Increased
1834
Semper Augustus Investments Group
Semper Augustus Investments Group
Colorado
$5.48M $0 1 3.11% Maintained
1835
Sky Investment Group
Sky Investment Group
Connecticut
$5.46M +$3.93M 2 3.09% Increased
1836
Capital Counsel
Capital Counsel
New York
$5.46M -$56.7M 4 0.31% Reduced
1837
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$5.44M +$649K 3 3.62% Increased
1838
Emerald Advisers
Emerald Advisers
Pennsylvania
$5.43M +$129K 4 0.29% Increased
1839
SWK
Stephen W. Kidder
$5.42M -$10.3K 3 3.73% Reduced
1840
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$5.42M +$5.19M 4 4.68% New
1841
AA
AlphaMark Advisors
Kentucky
$5.4M -$335K 5 3.37% Reduced
1842
RWM
Rench Wealth Management
Texas
$5.4M +$5.22M 3 5.23% New
1843
AAM
Augustine Asset Management
Florida
$5.4M -$790K 1 3.21% Reduced
1844
SAMT
Select Asset Management & Trust
Pennsylvania
$5.39M +$5.24M 1 4.84% New
1845
Azzad Asset Management
Azzad Asset Management
Virginia
$5.38M -$408K 5 3.89% Reduced
1846
Linscomb Wealth
Linscomb Wealth
Texas
$5.38M -$119K 4 0.66% Reduced
1847
Navellier & Associates
Navellier & Associates
Nevada
$5.34M +$2.27M 6 0.24% Increased
1848
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$5.34M -$10.4K 4 3.74% Reduced
1849
City Holding Co
City Holding Co
West Virginia
$5.33M +$5.07M 6 3.35% New
1850
RC
Reik & Co
New York
$5.32M +$384K 3 1.92% Increased