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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
976
Sandy Spring Bank
Sandy Spring Bank
Maryland
$58.7M -$62K 11 5.36% Reduced
977
Churchill Management
Churchill Management
California
$58.5M +$2.87M 3 1.28% Increased
978
Dowling & Yahnke
Dowling & Yahnke
California
$58.4M -$850K 8 5.28% Reduced
979
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$58.3M +$77.8K 5 5.92% Increased
980
IRF
IBM Retirement Fund
New York
$58.2M +$2.19M 9 9.86% Increased
981
Donaldson Capital Management
Donaldson Capital Management
Indiana
$58.1M -$1.68M 5 5.67% Reduced
982
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$58.1M -$4.27M 7 7.7% Reduced
983
Cetera Advisor Networks
Cetera Advisor Networks
California
$58.1M -$429K 10 2.44% Reduced
984
Consulta
Consulta
United Kingdom
$57.9M +$31M 1 6.84% Increased
985
Jones Financial Companies
Jones Financial Companies
Missouri
$57.7M -$5.56M 6 0.14% Reduced
986
LMR Partners
LMR Partners
United Kingdom
$57.6M -$10.1M 6 5.92% Reduced
987
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$57.6M -$1.53M 3 7.11% Reduced
988
Graticule Asia Macro Advisors
Graticule Asia Macro Advisors
New York
$57.6M -$76.5M 4 10.6% Reduced
989
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$57.5M -$193K 6 4.84% Reduced
990
MC
MIG Capital
California
$57.5M -$5.3M 2 7.73% Reduced
991
GPC
Guardian Point Capital
Virginia
$57.4M $0 2 23.01% Maintained
992
Doyle Wealth Management
Doyle Wealth Management
Florida
$57.4M -$1.74M 7 9.69% Reduced
993
Academy Capital Management
Academy Capital Management
Texas
$57.3M -$909K 4 15.82% Reduced
994
KAS
Kemnay Advisory Services
New York
$57.2M -$6.09M 6 25.63% Reduced
995
DP
DSAM Partners
United Kingdom
$57.2M -$31.3M 4 9.61% Reduced
996
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$57.1M -$1.45M 6 12.09% Reduced
997
Woodstock Corp
Woodstock Corp
Massachusetts
$57.1M +$91.6K 9 10.54% Increased
998
IFP Advisors
IFP Advisors
Florida
$57.1M -$10.1M 19 2.59% Reduced
999
NEI
Northwest & Ethical Investments
Ontario, Canada
$57M +$775K 9 3.71% Increased
1000
Delta Asset Management
Delta Asset Management
Tennessee
$56.9M -$65.4K 11 8.02% Reduced