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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
De Burlo Group
De Burlo Group
Massachusetts
$19.3M -$2.88M 2 3.89% Reduced
1877
CIA
CSat Investment Advisory
Michigan
$19.3M -$1.99M 12 9.74% Reduced
1878
Harber Asset Management
Harber Asset Management
North Carolina
$19.2M -$10.8M 3 5.48% Reduced
1879
CCM
Cadence Capital Management
Massachusetts
$19.2M +$2.28M 10 1.73% Increased
1880
BCA
Bray Capital Advisors
Florida
$19.2M +$469K 8 7.95% Increased
1881
Private Capital Advisors
Private Capital Advisors
Connecticut
$19.2M +$224K 6 5.8% Increased
1882
Homrich & Berg
Homrich & Berg
Georgia
$19.2M +$476K 7 1% Increased
1883
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$19.2M $0 5 8.49% Maintained
1884
CBT
Central Bank & Trust
Kentucky
$19.1M -$5.01M 6 4.29% Reduced
1885
Greenline Partners
Greenline Partners
New York
$19.1M +$4.69M 4 6.26% Increased
1886
Summit Trail Advisors
Summit Trail Advisors
New York
$19.1M -$29M 6 8.26% Reduced
1887
SWK
Stephen W. Kidder
$19.1M +$1.17M 4 7.74% Increased
1888
Avior Wealth Management
Avior Wealth Management
Nebraska
$19.1M +$617K 13 4.04% Increased
1889
Selective Wealth Management
Selective Wealth Management
Virginia
$19M +$17.8M 2 22.99% New
1890
Venturi Wealth Management
Venturi Wealth Management
Texas
$19M +$91.2K 7 2.47% Increased
1891
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$19M +$692K 10 10.52% Increased
1892
First Nebraska Trust
First Nebraska Trust
Nebraska
$19M +$1.05M 7 3.42% Increased
1893
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$19M +$3.42M 3 0.88% Increased
1894
MJP
Michael J. Puzo
$18.9M -$242K 4 7.37% Reduced
1895
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$18.9M -$54.7K 6 5.96% Reduced
1896
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$18.8M -$1.15M 6 14.75% Reduced
1897
Smithfield Trust
Smithfield Trust
Pennsylvania
$18.8M -$659K 14 2.04% Reduced
1898
CFSG
Community Financial Services Group
Vermont
$18.8M +$100K 4 6.4% Increased
1899
Investure LLC
Investure LLC
Virginia
$18.8M +$600K 1 3.59% Increased
1900
SFSIG
San Francisco Sentry Investment Group
California
$18.7M -$389K 12 8.09% Reduced