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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
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$12.4M +$1.18M 6 2.88% Increased
1902
VCP
Vernier Capital Partners
New York
$12.4M -$8.45M 1 9.1% Reduced
1903
Venturi Wealth Management
Venturi Wealth Management
Texas
$12.4M -$1.3M 7 2.62% Reduced
1904
Ninety One
Ninety One
South Africa
$12.4M +$424K 6 6.53% Increased
1905
LJHT
Laurie J. Hall Trustee
$12.4M -$197K 9 7.69% Reduced
1906
Garde Capital
Garde Capital
Washington
$12.3M +$3.16M 8 2.42% Increased
1907
BIM
Bridgecreek Investment Management
Oklahoma
$12.3M +$603K 3 3.35% Increased
1908
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$12.3M +$78.5K 4 5.53% Increased
1909
HW
Hedeker Wealth
Illinois
$12.3M +$1.47M 5 10.82% Increased
1910
TCM
Texan Capital Management
Texas
$12.3M +$186K 4 8.12% Increased
1911
GI
Glovista Investments
New Jersey
$12.3M -$1.91M 5 2.34% Reduced
1912
OIA
Optimum Investment Advisors
Illinois
$12.3M +$811K 7 4.1% Increased
1913
CFSG
Community Financial Services Group
Vermont
$12.2M +$372K 4 5.01% Increased
1914
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$12.2M -$95.8K 5 4.53% Reduced
1915
LKIM
Lawson Kroeker Investment Management
Nebraska
$12.2M -$2.17M 3 3.84% Reduced
1916
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$12.2M +$89.4K 10 0.83% Increased
1917
AIA
AIMZ Investment Advisors
California
$12.2M -$81.1K 6 9.96% Reduced
1918
Hills Bank & Trust
Hills Bank & Trust
Iowa
$12.1M +$124K 4 3.81% Increased
1919
LCM
Liberty Capital Management
Michigan
$12.1M +$519K 6 6.66% Increased
1920
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$12.1M +$16K 6 1.78% Increased
1921
SCA
Sage Capital Advisors
South Dakota
$12M +$1.32M 3 8.44% Increased
1922
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$12M +$11.8M 7 8.33% New
1923
III
Independent Investors Inc
New York
$12M -$51K 5 4.98% Reduced
1924
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$11.9M +$359K 5 10.06% Increased
1925
BE
Bonness Enterprises
District of Columbia
$11.9M +$707K 5 8.52% Increased