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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
2301
Advisory Research
Advisory Research
Illinois
$12.3M -$170K 4 0.59% Reduced
2302
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$12.3M $0 3 3.76% Maintained
2303
BCM
Bayesian Capital Management
New York
$12.3M +$368K 6 2.33% Increased
2304
PagnatoKarp Partners
PagnatoKarp Partners
Virginia
$12.3M +$1.02M 6 2.44% Increased
2305
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$12.3M +$1.25M 6 1.73% Increased
2306
Mendel Money Management
Mendel Money Management
Illinois
$12.3M -$151K 3 11.34% Reduced
2307
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$12.2M +$13.4K 6 11.25% Increased
2308
SignalPoint Asset Management
SignalPoint Asset Management
Missouri
$12.2M -$19.1K 6 5.44% Reduced
2309
Evoke Wealth
Evoke Wealth
California
$12.2M +$12.2M 13 1.5% New
2310
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$12.2M -$431K 11 3.8% Reduced
2311
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$12.2M +$183K 7 3.02% Increased
2312
RBA Wealth Management
RBA Wealth Management
California
$12.2M -$182K 5 9.32% Reduced
2313
Prentiss Smith & Co
Prentiss Smith & Co
Vermont
$12.2M +$160K 5 8.19% Increased
2314
9258 Wealth Management
9258 Wealth Management
Ohio
$12.2M -$7.97K 6 9.5% Reduced
2315
Tealwood Asset Management
Tealwood Asset Management
Minnesota
$12.2M -$56K 5 5.23% Reduced
2316
Davis Rea
Davis Rea
Ontario, Canada
$12.2M -$3.42M 3 8.9% Reduced
2317
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$12.1M $0 2 9.52% Maintained
2318
Colrain Capital
Colrain Capital
Massachusetts
$12.1M +$65.1K 4 13.3% Increased
2319
Glassman Wealth Services
Glassman Wealth Services
Virginia
$12.1M -$440K 17 4.87% Reduced
2320
Nachman Norwood & Parrott
Nachman Norwood & Parrott
South Carolina
$12.1M -$239K 6 2.15% Reduced
2321
FormulaFolio Investments
FormulaFolio Investments
Michigan
$12.1M +$1.37M 8 0.47% Increased
2322
Center Lake Capital Management
Center Lake Capital Management
Florida
$12M -$47.1M 1 5.96% Reduced
2323
Wills Financial Group
Wills Financial Group
Virginia
$12M +$74K 4 7.73% Increased
2324
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$12M -$381K 4 6.76% Reduced
2325
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$12M -$3.49M 1 4.58% Reduced