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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
GPC
Glacier Peak Capital
Washington
$8.1M +$1.72M 1 7.26% Increased
2102
Fort Point Capital Partners
Fort Point Capital Partners
California
$8.08M -$1.72M 7 4.17% Reduced
2103
HIM
Harbour Investment Management
Washington
$8.08M -$446K 2 5.98% Reduced
2104
NC
Northpointe Capital
Michigan
$8.08M +$2.1M 2 0.88% Increased
2105
American Money Management
American Money Management
California
$8.07M -$147K 4 5.96% Reduced
2106
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$8.07M +$1.68M 4 1.98% Increased
2107
Cerity Partners OCIO
Cerity Partners OCIO
New York
$8.05M +$527K 6 0.64% Increased
2108
GM Advisory Group
GM Advisory Group
New York
$8.04M -$27.2K 7 2.75% Reduced
2109
Private Advisory Group
Private Advisory Group
Washington
$8.02M +$382K 2 5.38% Increased
2110
AA
Alta Advisers
United Kingdom
$8.02M $0 1 13.97% Maintained
2111
SCI
Stableford Capital II
Arizona
$8.02M +$1.47M 3 6.96% Increased
2112
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$8.01M +$144K 4 6.56% Increased
2113
Westside Investment Management
Westside Investment Management
California
$8.01M +$3.09M 13 3.82% Increased
2114
BGC
Blue Granite Capital
South Carolina
$8M +$245K 5 5.23% Increased
2115
SH
Sandia Holdings
Connecticut
$7.98M $0 1 4.02% Maintained
2116
Wealth Architects
Wealth Architects
California
$7.97M -$6.6K 8 3.17% Reduced
2117
EA
Evanston Advisors
Illinois
$7.96M -$725K 1 2.16% Reduced
2118
LWM
Lyons Wealth Management
Florida
$7.96M +$60.3K 3 8.39% Increased
2119
Garde Capital
Garde Capital
Washington
$7.96M -$381K 6 2.12% Reduced
2120
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$7.94M +$320K 1 0.46% Increased
2121
HCA
Horan Capital Advisors
Ohio
$7.93M +$432K 5 5.65% Increased
2122
Northside Capital Management
Northside Capital Management
Oregon
$7.9M +$4.94M 6 2.16% Increased
2123
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$7.89M -$271K 2 6.91% Reduced
2124
HC
Hawkins Capital
Texas
$7.89M $0 1 2.52% Maintained
2125
Manchester Capital Management
Manchester Capital Management
Vermont
$7.87M -$125K 10 1.24% Reduced