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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
IAM
Innovis Asset Management
Illinois
$30M +$966K 7 11.08% Increased
2202
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$30M -$1.38M 7 7.24% Reduced
2203
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$30M -$119K 2 8.94% Reduced
2204
NTV Asset Management
NTV Asset Management
West Virginia
$30M +$144K 7 5.23% Increased
2205
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$30M -$222K 5 10.1% Reduced
2206
Governors Lane
Governors Lane
New York
$29.9M -$13.7M 2 4.12% Reduced
2207
SKBA Capital Management
SKBA Capital Management
California
$29.9M -$461K 3 5.4% Reduced
2208
OCM
Ogborne Capital Management
California
$29.9M +$8.63M 1 13.47% Increased
2209
HRC
Hoertkorn Richard Charles
$29.9M -$93.5K 5 14.4% Reduced
2210
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$29.9M -$500K 10 7.73% Reduced
2211
NBW Capital
NBW Capital
Massachusetts
$29.8M -$288K 3 6.96% Reduced
2212
Waverly Advisors
Waverly Advisors
Alabama
$29.8M +$4.67M 8 1.31% Increased
2213
Valley National Advisers
Valley National Advisers
Pennsylvania
$29.7M -$172K 18 5% Reduced
2214
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$29.7M +$686K 7 7.11% Increased
2215
Aurora Investment Managers
Aurora Investment Managers
Florida
$29.7M +$5.48M 5 22.68% Increased
2216
LT
Legacy Trust
Michigan
$29.7M +$391K 5 8.19% Increased
2217
Private Capital Advisors
Private Capital Advisors
Connecticut
$29.7M +$146K 4 4.87% Increased
2218
Blue Trust Inc
Blue Trust Inc
Georgia
$29.7M -$9.15M 25 0.47% Reduced
2219
SC
Sawyer & Company
Massachusetts
$29.7M +$11.9M 8 13.55% Increased
2220
Glassman Wealth Services
Glassman Wealth Services
Virginia
$29.6M +$310K 24 4.77% Increased
2221
Allied Investment Advisors
Allied Investment Advisors
Montana
$29.6M +$993K 5 8.57% Increased
2222
Unio Capital
Unio Capital
New Jersey
$29.5M -$509K 3 15.06% Reduced
2223
ECM
EagleClaw Capital Management
Massachusetts
$29.5M -$1.09M 6 6.79% Reduced
2224
CastleKnight Management
CastleKnight Management
New York
$29.5M +$15.8M 7 3.1% Increased
2225
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$29.5M +$536K 7 5.78% Increased