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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
2101
AS
AIA (Singapore)
Singapore
$3.57M +$3.62M 1 1.82% New
2102
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers
Idaho
$3.56M -$11.8K 3 0.46% Reduced
2103
OL
Orbitronix LP
California
$3.55M +$1.42M 2 2.06% Increased
2104
SGH
Schonfeld Group Holdings
New York
$3.55M +$3.58M 3 10.55% New
2105
SOAMC
Spirit of America Management Corp
New York
$3.54M $0 4 1.08% Maintained
2106
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$3.51M +$103K 5 1.5% Increased
2107
JAM
Jolley Asset Management
North Carolina
$3.51M -$449K 3 2.83% Reduced
2108
PI
Pettee Investors
Connecticut
$3.47M -$451K 2 3.41% Reduced
2109
CO
Caldwell & Orkin
Georgia
$3.46M -$2.94M 1 2.5% Reduced
2110
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$3.46M +$901K 6 1.27% Increased
2111
LWM
LBA Wealth Management
Florida
$3.46M +$44.4K 6 2.4% Increased
2112
SC
Schulhoff & Co
Ohio
$3.46M -$29.8K 2 2.16% Reduced
2113
FIM
Freedom Investment Management
Connecticut
$3.46M -$431K 6 0.61% Reduced
2114
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$3.42M -$45.7K 3 2.05% Reduced
2115
Nadler Financial Group
Nadler Financial Group
Illinois
$3.42M +$46.1K 4 2.05% Increased
2116
RHFI
Reilly Herbert Faulkner III
$3.42M +$332K 2 3.36% Increased
2117
Allworth Financial
Allworth Financial
California
$3.42M +$880K 4 1.33% Increased
2118
AIM
Aspen Investment Management
Michigan
$3.41M -$2.8M 4 2.85% Reduced
2119
IIA
IPG Investment Advisors
California
$3.41M -$1.26M 4 1.23% Reduced
2120
Hodges Capital Management
Hodges Capital Management
Texas
$3.39M +$350K 2 0.14% Increased
2121
TIC
Trees Investment Counsel
Illinois
$3.38M $0 2 2.73% Maintained
2122
NAP
New Amsterdam Partners
New York
$3.38M -$5.35M 2 0.23% Reduced
2123
EGA
E&G Advisors
Texas
$3.37M +$11.6K 2 2.17% Increased
2124
OCM
Oakwood Capital Management
California
$3.36M +$151K 1 0.98% Increased
2125
IT
Investors Trust
Texas
$3.35M -$4.26M 3 6.2% Reduced