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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
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14.3M -$347K 10 8.88% Reduced
1927
Hedeker Wealth
Hedeker Wealth
Illinois
$14.3M +$702K 5 11.15% Increased
1928
Avalon Global Asset Management
Avalon Global Asset Management
California
$14.3M -$611K 3 7.08% Reduced
1929
Ativo Capital Management
Ativo Capital Management
Illinois
$14.3M -$846K 3 3.8% Reduced
1930
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$14.3M -$495K 9 7.13% Reduced
1931
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M +$5.96M 4 1.01% Increased
1932
SH
Sandia Holdings
Connecticut
$14.3M -$3.14M 2 6.51% Reduced
1933
Lucia Wealth Services
Lucia Wealth Services
California
$14.2M +$13.9M 4 6.3% New
1934
HCR Wealth Advisors
HCR Wealth Advisors
California
$14.2M +$5.21M 7 4.97% Increased
1935
Pier Capital
Pier Capital
Connecticut
$14.2M -$944K 3 2.43% Reduced
1936
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$14.2M +$552K 7 9.03% Increased
1937
Ionic Capital Management
Ionic Capital Management
New York
$14.2M -$20.8M 4 0.59% Reduced
1938
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$14.1M +$300K 3 3.46% Increased
1939
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$14.1M +$56M 6 8.55% Increased
1940
Mizuho Securities USA
Mizuho Securities USA
New York
$14.1M +$4.64M 4 0.74% Increased
1941
SHCM
Stokes & Hubbell Capital Management
Louisiana
$14.1M +$292K 6 3.39% Increased
1942
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$14.1M -$144K 6 3.89% Reduced
1943
Truvvo Partners
Truvvo Partners
New York
$14M +$207K 5 4.74% Increased
1944
Martin & Co
Martin & Co
Tennessee
$14M -$477K 5 4.44% Reduced
1945
Augustine Asset Management
Augustine Asset Management
Florida
$14M -$91.1K 2 7.93% Reduced
1946
LJHT
Laurie J. Hall Trustee
$14M +$81.4K 9 7.97% Increased
1947
Calton & Associates
Calton & Associates
Florida
$14M +$12.2M 12 3.52% New
1948
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$14M +$1.54M 9 1.14% Increased
1949
TRIM
Thompson Rubinstein Investment Management
Oregon
$13.9M -$26K 3 4.59% Reduced
1950
Ferris Capital
Ferris Capital
Massachusetts
$13.9M +$2.29M 6 4.95% Increased