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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
Martin & Co
Martin & Co
Tennessee
$13.4M -$3.84M 5 4.37% Reduced
1852
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$13.4M +$511K 5 4.41% Increased
1853
AIM
Arcadia Investment Management
Michigan
$13.4M -$137K 7 4.09% Reduced
1854
PFS
Physicians Financial Services
North Carolina
$13.4M -$17.3K 6 10.94% Reduced
1855
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$13.3M -$2.73M 1 2.17% Reduced
1856
HIM
HGC Investment Management
Ontario, Canada
$13.3M +$13.3M 1 6.05% New
1857
LA
Leonetti & Associates
Illinois
$13.3M +$17.8K 1 3.54% Increased
1858
CFMC
Curbstone Financial Management Corp
New Hampshire
$13.3M +$6.42M 6 3.85% Increased
1859
RSVP
Ramsay Stattman Vela & Price
Colorado
$13.2M +$174K 4 5.55% Increased
1860
MWP
MYCIO Wealth Partners
Pennsylvania
$13.2M +$255K 6 1.49% Increased
1861
BIC
Bridges Investment Counsel
Nebraska
$13.2M -$15.9M 5 7.32% Reduced
1862
Kopernik Global Investors
Kopernik Global Investors
Florida
$13.2M -$7.09M 1 2.56% Reduced
1863
WAS
Winch Advisory Services
Wisconsin
$13.1M +$1.36M 8 8.55% Increased
1864
QSS
Quantitative Systematic Strategies
Florida
$13.1M +$858K 10 3.47% Increased
1865
HCM
Hutchinson Capital Management
California
$13.1M -$185K 2 3.53% Reduced
1866
MKC
M. Kraus & Co
Vermont
$13M -$64.6K 3 8.15% Reduced
1867
City Holding Co
City Holding Co
West Virginia
$13M +$702K 9 4.36% Increased
1868
MIP
Marietta Investment Partners
Wisconsin
$13M -$305K 4 3.9% Reduced
1869
BHTS
Bar Harbor Trust Services
Maine
$13M -$355K 4 6.9% Reduced
1870
Avalon Global Asset Management
Avalon Global Asset Management
California
$13M $0 3 4.95% Maintained
1871
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$13M +$428K 11 7.43% Increased
1872
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$12.9M +$1.61M 5 5.93% Increased
1873
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$12.9M +$375K 7 4.19% Increased
1874
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$12.9M +$843K 7 1.53% Increased
1875
DSC
Duncker Streett & Co
Missouri
$12.9M -$644K 9 3.9% Reduced