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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
1926
SIM
Spark Investment Management
New York
$7.88M +$1.04M 5 0.74% Increased
1927
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$7.87M +$51.8K 4 4.32% Increased
1928
Venturi Wealth Management
Venturi Wealth Management
Texas
$7.86M +$43.3K 3 2.67% Increased
1929
Alpha Capital Management
Alpha Capital Management
Texas
$7.84M +$243K 3 5.64% Increased
1930
PDT Partners
PDT Partners
New York
$7.83M +$1.57M 2 0.62% Increased
1931
YP
Yellowstone Partners
Idaho
$7.83M +$973K 4 3.37% Increased
1932
BHA
Beech Hill Advisors
New York
$7.83M -$233K 5 5.29% Reduced
1933
TSWM
Triangle Securities Wealth Management
North Carolina
$7.82M +$683K 5 5.83% Increased
1934
IWMPD
Integrated Wealth Management (Palm Desert)
California
$7.81M +$561K 11 3.02% Increased
1935
AAM
Aston Asset Management
Illinois
$7.81M -$363K 4 4.75% Reduced
1936
L & S Advisors
L & S Advisors
California
$7.8M -$550K 7 1.77% Reduced
1937
Stanley Capital Management
Stanley Capital Management
Texas
$7.79M +$2.48M 3 7.84% Increased
1938
Blue Fin Capital
Blue Fin Capital
Rhode Island
$7.78M +$608K 5 6.45% Increased
1939
LBC
Lawrence B. Cohen
$7.78M +$1.76M 4 4.65% Increased
1940
PCM
Palouse Capital Management
Washington
$7.76M +$1.64M 2 3.16% Increased
1941
ACM
Anandar Capital Management
New York
$7.75M +$7.8M 1 1.78% New
1942
OIA
Optimum Investment Advisors
Illinois
$7.73M -$212K 6 3% Reduced
1943
BCA
Bray Capital Advisors
Florida
$7.73M +$2.87M 5 4.81% Increased
1944
SHCM
Stokes & Hubbell Capital Management
Louisiana
$7.73M +$779K 5 3.33% Increased
1945
Addison Capital
Addison Capital
Pennsylvania
$7.71M -$977K 5 6.96% Reduced
1946
Sonora Investment Management
Sonora Investment Management
Arizona
$7.66M +$330K 8 1.76% Increased
1947
EC
Eachwin Capital
New York
$7.65M +$323K 4 7.28% Increased
1948
AP
Archon Partners
New Jersey
$7.64M $0 1 2.08% Maintained
1949
SCM
Stellar Capital Management
Arizona
$7.64M +$29.6K 5 8.33% Increased
1950
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.63M -$395K 5 3.18% Reduced