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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
1851
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$6.51M -$113K 2 6.17% Reduced
1852
Guinness Asset Management
Guinness Asset Management
United Kingdom
$6.5M +$417K 2 3.03% Increased
1853
IWMPD
Integrated Wealth Management (Palm Desert)
California
$6.5M +$449K 9 2.85% Increased
1854
FSA
Financial Sense Advisors
California
$6.48M +$2.61M 2 4.49% Increased
1855
LRIC
Long Road Investment Counsel
Michigan
$6.47M -$18.4K 2 5.52% Reduced
1856
TFF
Timothy F. Fidgeon
$6.44M +$49.6K 6 3.18% Increased
1857
CAM
Chesapeake Asset Management
New York
$6.44M -$2.83M 3 5.47% Reduced
1858
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$6.43M -$860K 10 5.66% Reduced
1859
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$6.43M -$239K 4 1.14% Reduced
1860
MCTP
MPAM Credit Trading Partners
Ohio
$6.38M +$6.15M 1 5.34% New
1861
GVT
Genesee Valley Trust
New York
$6.38M +$32.6K 4 4.24% Increased
1862
JT
Jump Trading
Illinois
$6.36M -$8.62M 4 0.07% Reduced
1863
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$6.3M -$171K 5 0.79% Reduced
1864
Atria Investments
Atria Investments
North Carolina
$6.3M -$1.28M 5 0.87% Reduced
1865
Navellier & Associates
Navellier & Associates
Nevada
$6.3M -$916K 4 0.63% Reduced
1866
Blue Fin Capital
Blue Fin Capital
Rhode Island
$6.3M -$472K 4 4.9% Reduced
1867
Sun Life Financial
Sun Life Financial
Ontario, Canada
$6.3M $0 1 1.34% Maintained
1868
CNC
Citizens & Northern Corp
Pennsylvania
$6.29M -$4.62K 5 4.92% Reduced
1869
Constellation Wealth Advisors
Constellation Wealth Advisors
New York
$6.28M -$3.7M 1 0.7% Reduced
1870
KCM
Kempner Capital Management
Texas
$6.26M $0 1 3.55% Maintained
1871
FFC
First Financial Corp
Indiana
$6.25M -$634K 6 3.51% Reduced
1872
BFA
Benedict Financial Advisors
Georgia
$6.24M +$35K 2 4.33% Increased
1873
BRR OpCo
BRR OpCo
Ohio
$6.23M +$370K 4 2.67% Increased
1874
ASI
All-Stars Investment
Hong Kong
$6.22M +$7.67M 1 6.46% New
1875
MC
MRJ Capital
New York
$6.21M -$68.8K 2 3.92% Reduced