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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
2051
IMA Advisory Services
IMA Advisory Services
Colorado
$9.8M -$1.14M 6 4.56% Reduced
2052
Sentinel Trust
Sentinel Trust
Texas
$9.8M +$4.95M 3 1.65% Increased
2053
NG
Northstar Group
New York
$9.8M +$723K 6 5.65% Increased
2054
WWM
Willingdon Wealth Management
North Carolina
$9.8M +$248K 10 3.56% Increased
2055
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$9.8M +$93.2K 1 5.84% Increased
2056
RIM
Rainier Investment Management
Washington
$9.8M -$3.83M 3 2.31% Reduced
2057
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$9.7M +$54K 2 8.6% Increased
2058
BCM
Bayesian Capital Management
New York
$9.7M +$198K 8 2.33% Increased
2059
MPAM
Murphy Pohlad Asset Management
Minnesota
$9.7M -$152K 4 6.75% Reduced
2060
SNS Financial Group
SNS Financial Group
Minnesota
$9.7M -$6.31M 6 2.49% Reduced
2061
SBA
Seven Bridges Advisors
New York
$9.7M -$1.77M 5 8.15% Reduced
2062
CCM
CrestPoint Capital Management
Missouri
$9.7M -$107K 5 4.32% Reduced
2063
Regal Investment Advisors
Regal Investment Advisors
Michigan
$9.7M +$624K 6 2.26% Increased
2064
GRQ
Gardner Russo & Quinn
Pennsylvania
$9.7M +$67.6K 5 0.07% Increased
2065
LK
Lumbard & Kellner
New Hampshire
$9.7M +$180K 3 5.27% Increased
2066
Fort Point Capital Partners
Fort Point Capital Partners
California
$9.7M +$3.6M 6 4.63% Increased
2067
PVWM
Point View Wealth Management
New Jersey
$9.7M -$778K 6 4.64% Reduced
2068
HCR Wealth Advisors
HCR Wealth Advisors
California
$9.7M -$809K 6 4.06% Reduced
2069
IA
Icon Advisers
Colorado
$9.7M -$13.1M 4 0.68% Reduced
2070
SAM
Security Asset Management
New York
$9.7M -$11.4K 5 7.61% Reduced
2071
Lido Advisors
Lido Advisors
California
$9.6M +$1.81M 6 1.54% Increased
2072
SCI
SkyBridge Capital II
New York
$9.6M -$2.06M 1 2.8% Reduced
2073
KLC
Knowledge Leaders Capital
Colorado
$9.6M -$3.07M 2 4.68% Reduced
2074
Cornerstone Advisory
Cornerstone Advisory
Maryland
$9.6M +$121K 6 3.25% Increased
2075
SAM
Selway Asset Management
$9.6M +$106K 3 5.56% Increased