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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
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$9.04M +$467K 2 2.33% Increased
1952
MPAM
Murphy Pohlad Asset Management
Minnesota
$9.03M -$953K 3 6.53% Reduced
1953
Stanley Capital Management
Stanley Capital Management
Texas
$9.01M $0 3 6.18% Maintained
1954
BKA
Brick & Kyle Associates
Pennsylvania
$9M +$817K 9 7.22% Increased
1955
MCM
Monarch Capital Management
Indiana
$8.98M -$125K 5 3.35% Reduced
1956
SCM
SOL Capital Management
Maryland
$8.97M -$324K 7 2.7% Reduced
1957
Telos Capital Management
Telos Capital Management
California
$8.97M -$127K 5 3.99% Reduced
1958
OIA
Optimum Investment Advisors
Illinois
$8.96M +$268K 6 3.37% Increased
1959
EAMA
EFG Asset Management (Americas)
Florida
$8.91M -$853K 2 3.88% Reduced
1960
CCM
Consolidated Capital Management
California
$8.91M +$8.9M 3 17.67% New
1961
SCM
Stellar Capital Management
Arizona
$8.86M +$8.81M 5 7.29% New
1962
SHCM
Stokes & Hubbell Capital Management
Louisiana
$8.85M +$91K 5 3.44% Increased
1963
Kovack Advisors
Kovack Advisors
Florida
$8.84M +$2.8M 10 4.21% Increased
1964
Verition Fund Management
Verition Fund Management
Connecticut
$8.84M -$1.01M 11 0.76% Reduced
1965
DWM
Dorchester Wealth Management
Quebec, Canada
$8.83M +$155K 3 3.22% Increased
1966
SIG
Stanford Investment Group
California
$8.81M -$1.07M 10 4.29% Reduced
1967
VCP
Valtura Capital Partners
New York
$8.8M +$7.48M 1 0.92% New
1968
FWM
Frontier Wealth Management
Missouri
$8.78M +$1.12M 5 1.44% Increased
1969
Transform Wealth
Transform Wealth
Colorado
$8.78M +$349K 5 3.48% Increased
1970
LCC
Lincoln Capital Corp
Rhode Island
$8.77M +$8.58M 2 8.44% New
1971
Addison Capital
Addison Capital
Pennsylvania
$8.76M -$3.3K 5 7.71% Reduced
1972
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$8.73M $0 10 6.34% Maintained
1973
ED
Exane Derivatives
France
$8.71M +$3.59M 10 1.72% Increased
1974
IberiaBank
IberiaBank
Louisiana
$8.7M +$1.02M 6 3.19% Increased
1975
LPIC
LeJeune Puetz Investment Counsel
Michigan
$8.69M +$8.61M 6 6.67% New