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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
2076
Perigon Wealth Management
Perigon Wealth Management
California
$11.7M -$6.94M 8 4.38% Reduced
2077
AAMA
Advanced Asset Management Advisors
Ohio
$11.6M +$11.4M 6 3.82% New
2078
UFF
USA Financial Formulas
Michigan
$11.6M -$4.05M 3 2.77% Reduced
2079
Lido Advisors
Lido Advisors
California
$11.6M +$1.72M 7 1.65% Increased
2080
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$11.6M $0 2 6.6% Maintained
2081
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$11.6M -$178K 10 3.87% Reduced
2082
BCM
Beddow Capital Management
Wyoming
$11.6M -$321K 2 4.7% Reduced
2083
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$11.6M +$11.3M 6 1.31% New
2084
OCMI
Oaktop Capital Management II
New Jersey
$11.6M $0 1 2.33% Maintained
2085
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$11.6M -$66.4K 7 3.11% Reduced
2086
DAM
Doheny Asset Management
California
$11.6M -$29.6K 5 5.39% Reduced
2087
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$11.6M +$8.1K 6 1.71% Increased
2088
BWAM
Boyd Watterson Asset Management
Ohio
$11.6M +$169K 7 5.58% Increased
2089
GC
Grace Capital
Massachusetts
$11.5M -$41K 2 4.06% Reduced
2090
CS
Credential Securities
$11.5M -$165K 7 2.79% Reduced
2091
Rafferty Asset Management
Rafferty Asset Management
New York
$11.5M -$6.72M 6 0.2% Reduced
2092
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11.5M +$3.77M 2 0.21% Increased
2093
HIS
Horizon Investment Services
Indiana
$11.5M -$557K 4 4.75% Reduced
2094
HCA
Harbour Capital Advisors
Virginia
$11.5M +$243K 7 4.76% Increased
2095
RMSCM
R.M. Sincerbeaux Capital Management
New York
$11.5M +$46.1K 2 10.45% Increased
2096
CRB
Chad R. Baker
$11.4M +$145K 2 4.51% Increased
2097
IFG Advisory
IFG Advisory
Georgia
$11.4M +$11.2M 6 2.57% New
2098
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$11.4M -$22K 2 4.69% Reduced
2099
Zions Bancorporation
Zions Bancorporation
Utah
$11.4M -$4.64M 8 1.95% Reduced
2100
CIA
Covington Investment Advisors
Pennsylvania
$11.3M +$318K 2 3.88% Increased