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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
PFM
PacWest Financial Management
Arizona
$9.28M -$612K 4 6.21% Reduced
1827
Fort Point Capital Partners
Fort Point Capital Partners
California
$9.25M +$4.77M 6 4.71% Increased
1828
PSC
Prentiss Smith & Co
Vermont
$9.2M -$6.07M 7 4.87% Reduced
1829
ACM
Arrow Capital Management
New York
$9.18M +$8.68M 1 8.05% New
1830
Manchester Capital Management
Manchester Capital Management
Vermont
$9.18M +$153K 10 1.3% Increased
1831
BIM
Bridgecreek Investment Management
Oklahoma
$9.14M -$1.33M 3 2.9% Reduced
1832
RGC
Roberts, Glore & Co
Illinois
$9.11M +$137K 6 6.89% Increased
1833
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$9.1M -$2.79M 7 5.67% Reduced
1834
GAM Systematic
GAM Systematic
United Kingdom
$9.1M -$533K 8 2.59% Reduced
1835
HL
HeadInvest LLC
Maine
$9.1M -$26.3K 5 3.69% Reduced
1836
Sunriver Management
Sunriver Management
Connecticut
$9.09M +$8.65M 1 6.1% New
1837
PPSG
Princeton Portfolio Strategies Group
New Jersey
$9.07M +$782K 3 3.22% Increased
1838
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$9.07M -$52.3K 6 6.8% Reduced
1839
OMC
Oak Management Corp
Connecticut
$8.96M +$11.4M 1 2.8% New
1840
Wolverine Asset Management
Wolverine Asset Management
Illinois
$8.95M +$3.31M 5 0.19% Increased
1841
Novare Capital Management
Novare Capital Management
North Carolina
$8.94M +$1.56M 2 2.44% Increased
1842
MJP
Michael J. Puzo
$8.93M +$200K 4 6.24% Increased
1843
Isthmus Partners
Isthmus Partners
Wisconsin
$8.93M -$390K 6 3.11% Reduced
1844
GLG Partners
GLG Partners
United Kingdom
$8.9M -$30.7M 3 0.28% Reduced
1845
FIM
Freedom Investment Management
Connecticut
$8.89M -$29M 8 0.67% Reduced
1846
LWM
Lyons Wealth Management
Florida
$8.88M +$216K 3 11.33% Increased
1847
FIM
FourPoints Investment Managers
France
$8.86M -$3.05M 6 3.74% Reduced
1848
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$8.83M +$8.09M 2 1.15% Increased
1849
FBT
First Bankers Trust
Kentucky
$8.82M -$248K 3 3.84% Reduced
1850
FSA
Financial Sense Advisors
California
$8.82M +$475K 2 4.13% Increased