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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
Brian C. Broderick
Brian C. Broderick
$16.7M +$33.1K 4 6.12% Increased
1902
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.7M -$1.69M 4 0.61% Reduced
1903
BHTS
Bar Harbor Trust Services
Maine
$16.7M -$4.82K 4 9.12% Reduced
1904
Avalon Global Asset Management
Avalon Global Asset Management
California
$16.7M $0 3 6.07% Maintained
1905
RCM
Red Cedar Management
Utah
$16.7M +$1.91M 2 13.27% Increased
1906
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$16.7M +$986K 13 14.92% Increased
1907
Lincluden Management
Lincluden Management
Ontario, Canada
$16.7M +$45.6K 2 1.22% Increased
1908
FNT
First Nebraska Trust
Nebraska
$16.7M +$1.42M 7 3.57% Increased
1909
Brightworth
Brightworth
Georgia
$16.7M -$2.99M 4 4% Reduced
1910
Garde Capital
Garde Capital
Washington
$16.7M +$411K 7 2.88% Increased
1911
Prospera Financial Services
Prospera Financial Services
Texas
$16.6M +$2.89M 9 2.25% Increased
1912
CAM
Cubic Asset Management
Massachusetts
$16.6M -$531K 4 4.79% Reduced
1913
ETF Managers Group
ETF Managers Group
New Jersey
$16.6M +$16.8M 7 1.19% Increased
1914
SVI
Strategic Vision Investment
Hong Kong
$16.5M +$13.4M 2 13.98% Increased
1915
EAMA
EFG Asset Management (Americas)
Florida
$16.5M +$3.69M 3 4.99% Increased
1916
CFMC
Curbstone Financial Management Corp
New Hampshire
$16.5M +$182K 7 4.56% Increased
1917
FG
Formula Growth
Quebec, Canada
$16.5M -$8.13M 2 1.8% Reduced
1918
NTV Asset Management
NTV Asset Management
West Virginia
$16.4M -$222K 7 4.63% Reduced
1919
RCM
Ratan Capital Management
Florida
$16.4M -$6.47M 2 7.39% Reduced
1920
SFM
Systematic Financial Management
New Jersey
$16.4M -$6.01M 4 0.4% Reduced
1921
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16.4M -$95.9K 10 9.68% Reduced
1922
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$16.4M +$1.38M 7 3.72% Increased
1923
LJHT
Laurie J. Hall Trustee
$16.4M +$1.4M 9 9.4% Increased
1924
HKIM
Hayek Kallen Investment Management
Alabama
$16.3M -$331K 4 11.27% Reduced
1925
BKA
Brick & Kyle Associates
Pennsylvania
$16.3M -$359K 5 12.75% Reduced