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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
1901
KCP
KDI Capital Partners
North Carolina
$5.48M -$19.9M 2 1.38% Reduced
1902
TCP
TAMRO Capital Partners
Virginia
$5.47M +$95.8K 2 0.36% Increased
1903
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$5.47M +$252K 2 1.28% Increased
1904
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$5.45M -$519K 1 1.68% Reduced
1905
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$5.45M +$194K 2 3.91% Increased
1906
BAM
Boyar Asset Management
New York
$5.44M -$149K 2 4.2% Reduced
1907
AHL Partners
AHL Partners
United Kingdom
$5.43M +$5.21M 5 0.42% New
1908
RWM
Rench Wealth Management
Texas
$5.43M +$258K 2 4.64% Increased
1909
RIG
Renaissance Investment Group
Massachusetts
$5.43M +$52.1K 3 2.61% Increased
1910
TWM
Torch Wealth Management
Ohio
$5.38M -$663K 3 3.94% Reduced
1911
Telos Capital Management
Telos Capital Management
California
$5.37M +$1.04M 4 3.34% Increased
1912
RCM
Reynolds Capital Management
Nevada
$5.36M +$369K 4 5.19% Increased
1913
PRHC
P.R. Herzig & Co
New York
$5.3M -$323K 3 7.85% Reduced
1914
MJP
Michael J. Puzo
$5.29M +$299K 3 3.63% Increased
1915
KFP
Keystone Financial Planning
Ohio
$5.27M +$5.44K 1 3.98% Increased
1916
TBNY
Trustco Bank (New York)
New York
$5.27M +$242K 3 4.85% Increased
1917
AIS
AlphaOne Investment Services
Pennsylvania
$5.26M -$2.86M 3 1.69% Reduced
1918
RH
Rayner & Haynor
California
$5.24M $0 3 4.01% Maintained
1919
ATC
Adirondack Trust Company
New York
$5.22M +$102K 8 3.96% Increased
1920
FCG
FrontFour Capital Group
Connecticut
$5.19M +$4.99M 1 0.72% New
1921
MMM
Mendel Money Management
Illinois
$5.18M +$5.18M 2 5.07% New
1922
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$5.18M +$647K 2 3.62% Increased
1923
AT Bancorp
AT Bancorp
Iowa
$5.17M -$2.87M 3 1.51% Reduced
1924
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$5.15M -$67.4K 3 1.78% Reduced
1925
AP
Alydar Partners
Massachusetts
$5.15M -$17.8M 1 0.56% Reduced