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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
1876
Donoghue Forlines
Donoghue Forlines
Massachusetts
$18.9M +$1.89M 3 1.48% Increased
1877
Lourd Capital
Lourd Capital
California
$18.9M +$6.53M 6 1.23% Increased
1878
Avior Wealth Management
Avior Wealth Management
Nebraska
$18.9M -$272K 11 4.04% Reduced
1879
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$18.9M -$79.5K 5 2.35% Reduced
1880
Bar Harbor Trust Services
Bar Harbor Trust Services
Maine
$18.9M -$441K 4 9.15% Reduced
1881
Adalta Capital Management
Adalta Capital Management
New York
$18.9M +$764K 5 13.48% Increased
1882
Ibex Investors
Ibex Investors
Colorado
$18.9M +$4.57M 4 10.48% Increased
1883
Dillon & Associates
Dillon & Associates
Michigan
$18.9M +$3.89K 5 6.25% Increased
1884
Aviance Capital Management
Aviance Capital Management
Florida
$18.8M -$3.35M 4 1.84% Reduced
1885
United Bank (Virginia)
United Bank (Virginia)
Virginia
$18.8M +$162K 6 3.95% Increased
1886
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$18.8M -$2.02M 16 2.59% Reduced
1887
CMH Wealth Management
CMH Wealth Management
New Hampshire
$18.8M -$360K 3 9.82% Reduced
1888
Brasada Capital Management
Brasada Capital Management
Texas
$18.7M +$1.55M 6 5.19% Increased
1889
Cubic Asset Management
Cubic Asset Management
Massachusetts
$18.7M -$155K 4 5.13% Reduced
1890
Ninepoint Partners
Ninepoint Partners
Ontario, Canada
$18.7M +$1.21M 3 3.25% Increased
1891
Avalon Global Asset Management
Avalon Global Asset Management
California
$18.7M -$282K 3 6.46% Reduced
1892
Blue Chip Partners
Blue Chip Partners
Michigan
$18.6M -$1.19M 4 4.54% Reduced
1893
ARS Wealth Advisors
ARS Wealth Advisors
Florida
$18.6M +$39K 7 6.24% Increased
1894
Stanley Capital Management
Stanley Capital Management
Texas
$18.5M -$723K 3 8.7% Reduced
1895
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$18.5M -$77.9K 1 7.93% Reduced
1896
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
$18.5M +$6.3M 3 15.15% Increased
1897
HCR Wealth Advisors
HCR Wealth Advisors
California
$18.5M +$68.6K 7 6.03% Increased
1898
LJHT
Laurie J. Hall Trustee
$18.5M -$56.3K 9 9.75% Reduced
1899
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$18.5M -$142K 5 11.83% Reduced
1900
PWW
Pettyjohn Wood & White
Virginia
$18.4M +$100K 6 6% Increased