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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
WCM
Weik Capital Management
Pennsylvania
$18.3M -$54.8K 5 9% Reduced
1827
Strategic Financial Services
Strategic Financial Services
New York
$18.3M +$223K 5 2.82% Increased
1828
HCR Wealth Advisors
HCR Wealth Advisors
California
$18.3M +$1.39M 7 5.99% Increased
1829
SFM
Signature Financial Management
Virginia
$18.2M +$2.84M 7 3.86% Increased
1830
MWP
MYCIO Wealth Partners
Pennsylvania
$18.2M +$925K 6 1.88% Increased
1831
River Road Asset Management
River Road Asset Management
Kentucky
$18.2M -$11.6M 2 0.38% Reduced
1832
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$18.2M +$1.65M 4 4.43% Increased
1833
CIBC Bank USA
CIBC Bank USA
Illinois
$18.2M -$655K 6 2.51% Reduced
1834
SCPM
Social Capital PEP Management
California
$18.2M -$35.9M 2 32.22% Reduced
1835
WCM
Whitener Capital Management
North Carolina
$18.2M -$386K 6 14.3% Reduced
1836
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$18.2M $0 1 2.53% Maintained
1837
City Holding Co
City Holding Co
West Virginia
$18.2M +$977K 10 5.59% Increased
1838
Signet Financial Management
Signet Financial Management
New Jersey
$18.1M +$780K 13 3.2% Increased
1839
AC
Arjuna Capital
North Carolina
$18.1M -$778K 6 14.75% Reduced
1840
SFSIG
San Francisco Sentry Investment Group
California
$18.1M -$6.51M 10 7.51% Reduced
1841
IHT Wealth Management
IHT Wealth Management
Illinois
$18.1M +$235K 10 4.62% Increased
1842
VIA
Vantage Investment Advisors
Pennsylvania
$18M +$3.32M 10 4.38% Increased
1843
OSNBOA
Old Second National Bank of Aurora
Illinois
$18M +$63.6K 10 7.04% Increased
1844
MAI
Marble Arch Investments
New York
$17.9M -$161M 2 21.8% Reduced
1845
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$17.9M +$47.3K 13 3.39% Increased
1846
BCM
BBT Capital Management
Texas
$17.9M +$3.02M 2 7.72% Increased
1847
TCM
Tradition Capital Management
New Jersey
$17.9M -$993K 5 5.09% Reduced
1848
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$17.9M +$2.54M 16 2.6% Increased
1849
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$17.8M -$116K 6 7.77% Reduced
1850
PPSG
Princeton Portfolio Strategies Group
New Jersey
$17.8M +$213K 5 5.17% Increased