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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
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$8.49M -$124K 5 1.34% Reduced
1927
Choreo LLC
Choreo LLC
Illinois
$8.47M +$858K 6 1.48% Increased
1928
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$8.46M -$2.7M 3 9.78% Reduced
1929
RCA
Rex Capital Advisors
Rhode Island
$8.45M +$221K 2 9.24% Increased
1930
BE
Bonness Enterprises
District of Columbia
$8.42M $0 3 6.99% Maintained
1931
CRB
Chad R. Baker
$8.42M -$11.7K 2 3.62% Reduced
1932
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$8.41M +$8.24M 9 3.54% Increased
1933
SCM
Sterneck Capital Management
Missouri
$8.4M -$2.64M 4 5.59% Reduced
1934
Needham Investment Management
Needham Investment Management
New York
$8.38M +$779K 3 2.21% Increased
1935
SCM
SkyTop Capital Management
New Jersey
$8.37M +$7.65M 1 6% New
1936
CSA
Cottage Street Advisors
Massachusetts
$8.35M +$250K 5 6.43% Increased
1937
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$8.34M +$48.7K 6 3.94% Increased
1938
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$8.34M -$3.65M 12 2.24% Reduced
1939
QI
Qualcomm Inc
California
$8.33M $0 1 1.43% Maintained
1940
Homrich & Berg
Homrich & Berg
Georgia
$8.33M +$1.8M 7 0.76% Increased
1941
CWA Asset Management Group
CWA Asset Management Group
Florida
$8.32M +$333K 5 4.61% Increased
1942
Isthmus Partners
Isthmus Partners
Wisconsin
$8.32M -$102K 6 2.63% Reduced
1943
Amarillo National Bank
Amarillo National Bank
Texas
$8.31M +$150K 6 3.61% Increased
1944
RSVP
Ramsay Stattman Vela & Price
Colorado
$8.31M -$39.9K 4 3.98% Reduced
1945
BCCM
Bridge Creek Capital Management
Massachusetts
$8.3M +$1.51M 5 4.78% Increased
1946
WA
WFG Advisors
Texas
$8.28M +$337K 14 2.06% Increased
1947
RIA
RPG Investment Advisory
California
$8.24M -$1.12M 5 2.57% Reduced
1948
Alpha Capital Management
Alpha Capital Management
Texas
$8.23M -$733K 3 5.98% Reduced
1949
AIM
Assured Investment Management
New York
$8.22M +$2.82M 8 0.19% Increased
1950
CCM
CrestPoint Capital Management
Missouri
$8.22M -$517K 5 4.21% Reduced