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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
2201
Executive Wealth Management
Executive Wealth Management
Michigan
$11.2M +$11.9M 12 1.97% New
2202
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$11.2M +$241K 4 8.79% Increased
2203
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$11.1M -$41K 6 2.28% Reduced
2204
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$11.1M -$1.27M 3 8.4% Reduced
2205
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$11.1M -$310K 2 8.76% Reduced
2206
IFG Advisory
IFG Advisory
Georgia
$11.1M -$3.56M 6 2.62% Reduced
2207
Concentric Wealth Management
Concentric Wealth Management
California
$11.1M +$238K 6 8.53% Increased
2208
Fieldpoint Private Securities
Fieldpoint Private Securities
Connecticut
$11.1M +$962K 8 4.91% Increased
2209
Blue Edge Capital
Blue Edge Capital
Virginia
$11.1M -$706K 5 4.76% Reduced
2210
Forte Capital
Forte Capital
New York
$11M +$3.3M 5 4.61% Increased
2211
Allied Investment Advisors
Allied Investment Advisors
Montana
$11M +$55.3K 2 9.11% Increased
2212
BE
Bonness Enterprises
District of Columbia
$11M $0 4 8.29% Maintained
2213
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$11M -$289K 11 4.41% Reduced
2214
Sycomore Asset Management
Sycomore Asset Management
France
$11M +$9.6M 5 5.17% New
2215
McIlrath & Eck
McIlrath & Eck
Washington
$11M -$222K 12 7.03% Reduced
2216
Private Capital Group
Private Capital Group
Connecticut
$10.9M +$603K 15 2.36% Increased
2217
Bell Bank
Bell Bank
North Dakota
$10.9M -$363K 6 3.35% Reduced
2218
CIM
CIM Investment Management
Pennsylvania
$10.9M -$370K 7 4.74% Reduced
2219
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$10.9M +$118K 15 4.85% Increased
2220
Port Capital
Port Capital
Illinois
$10.9M -$599K 5 1.66% Reduced
2221
Kessler Investment Group
Kessler Investment Group
Indiana
$10.9M -$414K 4 14.11% Reduced
2222
Hanseatic Management Services
Hanseatic Management Services
New Mexico
$10.9M -$840K 6 14.72% Reduced
2223
Pier Capital
Pier Capital
Connecticut
$10.9M -$573K 3 2.16% Reduced
2224
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$10.9M +$271K 4 7.8% Increased
2225
MHR Fund Management
MHR Fund Management
New York
$10.9M $0 1 0.82% Maintained