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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
Surevest
Surevest
California
$21.9M +$2.2M 7 9.71% Increased
2102
Fernwood Investment Management
Fernwood Investment Management
Massachusetts
$21.9M +$1.05M 9 10.84% Increased
2103
LBC
Lawrence B. Cohen
$21.9M +$110K 4 14.63% Increased
2104
Perseverance Asset Management International
Perseverance Asset Management International
Cayman Islands
$21.9M -$28.9M 3 7.98% Reduced
2105
Akaris Global Partners
Akaris Global Partners
New York
$21.8M +$9.45M 1 11.18% Increased
2106
Frisch Financial Group
Frisch Financial Group
New York
$21.8M -$903K 7 10.31% Reduced
2107
NME
Notis-McConarty Edward
$21.8M -$576K 5 10.16% Reduced
2108
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$21.8M +$3.14M 20 1.18% Increased
2109
APSI
Asset Planning Services Inc
Louisiana
$21.8M +$294K 3 15.71% Increased
2110
Aspiriant LLC
Aspiriant LLC
California
$21.7M +$131K 6 2.02% Increased
2111
Minot Wealth Management
Minot Wealth Management
Massachusetts
$21.7M +$1.02M 5 10.85% Increased
2112
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$21.6M +$315K 7 5.88% Increased
2113
Regal Investment Advisors
Regal Investment Advisors
Michigan
$21.6M +$18.6M 8 3.96% New
2114
Marietta Wealth Management
Marietta Wealth Management
Georgia
$21.6M -$273K 5 7.38% Reduced
2115
Graham Capital Management
Graham Capital Management
Connecticut
$21.6M -$4.52M 1 1.04% Reduced
2116
WBI Investments
WBI Investments
New Jersey
$21.5M +$12.9M 3 3.45% Increased
2117
MCA
Mercer Capital Advisers
New Jersey
$21.5M +$363K 6 13.71% Increased
2118
Fieldpoint Private Securities
Fieldpoint Private Securities
Connecticut
$21.5M +$1.57M 7 7.27% Increased
2119
Peninsula Wealth
Peninsula Wealth
California
$21.4M +$1.63M 6 10% Increased
2120
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$21.4M +$2.86M 2 17.58% Increased
2121
Enterprise Bank & Trust
Enterprise Bank & Trust
Massachusetts
$21.4M +$143K 4 10.7% Increased
2122
Towle & Co
Towle & Co
Colorado
$21.4M +$3.38M 1 4% Increased
2123
American Investment Services
American Investment Services
Massachusetts
$21.4M -$3.22M 4 7.52% Reduced
2124
Beech Hill Advisors
Beech Hill Advisors
New York
$21.4M -$2.97M 5 10.84% Reduced
2125
Security National Bank
Security National Bank
Nebraska
$21.3M +$256K 4 8.81% Increased