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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
Condor Capital Management
Condor Capital Management
New Jersey
$15M -$139K 7 3.26% Reduced
1927
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15M -$492K 10 9.23% Reduced
1928
Garde Capital
Garde Capital
Washington
$15M +$1.08M 7 2.73% Increased
1929
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$15M +$75.5K 7 3.69% Increased
1930
CFMC
Curbstone Financial Management Corp
New Hampshire
$15M +$7.1M 6 4.23% Increased
1931
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$14.9M +$758K 5 12.06% Increased
1932
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$14.9M +$99.1K 3 6.05% Increased
1933
First Nebraska Trust
First Nebraska Trust
Nebraska
$14.9M -$2.65M 7 2.97% Reduced
1934
Steamboat Capital Partners
Steamboat Capital Partners
New York
$14.9M +$666K 2 5.82% Increased
1935
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$14.9M -$865K 15 2.32% Reduced
1936
Precept Management
Precept Management
Texas
$14.9M +$471K 4 6.2% Increased
1937
AMCA
Arthur M. Cohen & Associates
Illinois
$14.9M -$2.08M 5 5.61% Reduced
1938
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$14.9M +$49K 2 2.25% Increased
1939
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$14.9M -$6.04M 1 5.39% Reduced
1940
CC
Cognios Capital
Kansas
$14.8M +$1.53M 8 5.35% Increased
1941
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$14.8M +$196K 5 4.43% Increased
1942
Pegasus Partners
Pegasus Partners
Wisconsin
$14.7M -$1.51M 7 3.2% Reduced
1943
Avalon Global Asset Management
Avalon Global Asset Management
California
$14.7M -$1.4M 3 5.06% Reduced
1944
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$14.6M -$216K 9 7.27% Reduced
1945
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$14.6M -$5.44M 5 1.99% Reduced
1946
SRS Investment Management
SRS Investment Management
New York
$14.6M $0 1 0.29% Maintained
1947
America First Investment Advisors
America First Investment Advisors
Nebraska
$14.6M -$24.8K 6 5.41% Reduced
1948
SHCM
Stokes & Hubbell Capital Management
Louisiana
$14.6M +$32.4K 6 3.38% Increased
1949
VIA
Vantis Investment Advisers
Florida
$14.5M +$15.6M 1 4.21% New
1950
Lafayette Investments
Lafayette Investments
Maryland
$14.5M -$1.59M 3 5.43% Reduced