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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
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$14.8M +$934K 6 1.66% Increased
2052
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$14.8M +$163K 3 9.22% Increased
2053
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$14.7M +$6.78M 2 2.5% Increased
2054
Axel Capital Management
Axel Capital Management
New York
$14.7M +$2.48M 2 13.05% Increased
2055
Dorsey Wright & Associates
Dorsey Wright & Associates
California
$14.7M -$8.35M 4 2.68% Reduced
2056
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$14.7M $0 1 10.9% Maintained
2057
Venturi Wealth Management
Venturi Wealth Management
Texas
$14.6M +$31.4K 7 2.59% Increased
2058
Corrado Advisors
Corrado Advisors
New Jersey
$14.6M -$87.1K 4 9.52% Reduced
2059
Shelter Insurance Retirement Plan
Shelter Insurance Retirement Plan
Missouri
$14.6M $0 2 6.75% Maintained
2060
Private Advisory Group
Private Advisory Group
Washington
$14.6M +$1.91M 3 7.45% Increased
2061
Welch Capital Partners
Welch Capital Partners
New York
$14.6M -$4.27M 3 4.78% Reduced
2062
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$14.6M -$574K 4 1.69% Reduced
2063
Lincluden Management
Lincluden Management
Ontario, Canada
$14.6M -$4.59M 2 1.21% Reduced
2064
Financial Sense Advisors
Financial Sense Advisors
California
$14.6M +$1.77M 3 6.15% Increased
2065
Barry Investment Advisors
Barry Investment Advisors
Massachusetts
$14.5M +$7.35M 3 4.89% Increased
2066
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$14.5M +$252K 2 5.19% Increased
2067
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$14.5M +$196K 7 7.33% Increased
2068
Blue Edge Capital
Blue Edge Capital
Virginia
$14.5M -$12.5K 6 5.39% Reduced
2069
Abacus Planning Group
Abacus Planning Group
South Carolina
$14.5M +$214K 4 9.72% Increased
2070
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$14.5M +$2.44M 7 2.23% Increased
2071
Martin & Co
Martin & Co
Tennessee
$14.4M -$180K 5 4.37% Reduced
2072
OCMI
Oaktop Capital Management II
New Jersey
$14.4M $0 1 3.22% Maintained
2073
Hanseatic Management Services
Hanseatic Management Services
New Mexico
$14.4M +$1.58M 7 13.45% Increased
2074
SC
Sawyer & Company
Massachusetts
$14.4M -$150K 7 8.79% Reduced
2075
Northstar Wealth Partners
Northstar Wealth Partners
Connecticut
$14.4M -$256K 7 6.89% Reduced