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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
1951
DCM
Delta Capital Management
New Jersey
$5.46M -$12.7K 2 4.14% Reduced
1952
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$5.44M -$287K 1 1.81% Reduced
1953
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$5.42M +$161K 3 3.57% Increased
1954
AAA
Adams Asset Advisors
Texas
$5.42M +$863K 3 1.02% Increased
1955
MHIM
MacNealy Hoover Investment Management
Ohio
$5.39M +$6.2K 4 4.85% Increased
1956
AO
Allen Operations
New York
$5.39M +$85.4K 1 6.41% Increased
1957
DCM
Dialectic Capital Management
Connecticut
$5.34M +$5.32M 2 1.74% New
1958
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$5.31M +$29.7K 4 1.79% Increased
1959
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$5.28M +$5.96M 2 3.9% New
1960
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$5.28M -$55.4K 4 5.78% Reduced
1961
RHFI
Reilly Herbert Faulkner III
$5.27M -$54K 2 4.69% Reduced
1962
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$5.25M -$2.09M 4 1.19% Reduced
1963
MFS
Monetta Financial Services
Illinois
$5.24M +$1.95M 3 3.22% Increased
1964
RIG
Renaissance Investment Group
Massachusetts
$5.23M -$25.4K 4 2.72% Reduced
1965
BAM
Boyar Asset Management
New York
$5.22M +$14.4K 2 4.44% Increased
1966
Capital Planning Advisors
Capital Planning Advisors
California
$5.22M -$2.46M 2 3.43% Reduced
1967
CIP
Capital Insight Partners
Arizona
$5.22M +$104K 2 4.89% Increased
1968
Quantbot Technologies
Quantbot Technologies
New York
$5.21M -$6.71M 6 0.91% Reduced
1969
Hodges Capital Management
Hodges Capital Management
Texas
$5.21M +$716K 3 0.21% Increased
1970
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.2M -$157K 3 1.45% Reduced
1971
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$5.19M +$36.9K 3 3.44% Increased
1972
WPC
White Pine Capital
Minnesota
$5.19M +$42.2K 4 2.41% Increased
1973
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$5.17M +$637K 3 4.05% Increased
1974
SFSIG
San Francisco Sentry Investment Group
California
$5.17M -$5.77M 4 3.64% Reduced
1975
Holderness Investments Company
Holderness Investments Company
North Carolina
$5.15M +$227K 3 5.41% Increased