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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
1001
Destination Wealth Management
Destination Wealth Management
California
$35.3M +$1.53M 7 2.9% Increased
1002
First Mercantile Trust
First Mercantile Trust
Tennessee
$35.2M -$5M 8 4.39% Reduced
1003
CCM
Cadence Capital Management
Massachusetts
$35.2M -$3.98M 8 2.65% Reduced
1004
SIP
Stoneridge Investment Partners
Pennsylvania
$35.1M -$3.85M 11 5.24% Reduced
1005
LGT Capital Partners
LGT Capital Partners
Switzerland
$35.1M -$16.2M 3 6.09% Reduced
1006
Telemus Capital
Telemus Capital
Michigan
$35M +$3.2M 7 4.33% Increased
1007
Delta Asset Management
Delta Asset Management
Tennessee
$34.9M +$359K 8 6.04% Increased
1008
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$34.9M -$328K 8 4.97% Reduced
1009
General American Investors
General American Investors
New York
$34.8M $0 1 3.63% Maintained
1010
NEI
Northwest & Ethical Investments
Ontario, Canada
$34.8M -$2.9M 7 2.63% Reduced
1011
KCM Investment Advisors
KCM Investment Advisors
California
$34.8M +$2.79M 7 2.43% Increased
1012
Deltec Asset Management
Deltec Asset Management
New York
$34.7M -$446K 5 8.74% Reduced
1013
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$34.7M +$773K 4 6.31% Increased
1014
MTIP
Magee Thomson Investment Partners
California
$34.6M -$5.05M 3 12.09% Reduced
1015
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$34.5M +$1.81M 2 4.2% Increased
1016
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$34.5M -$1.45M 9 3.85% Reduced
1017
GCM
GoodHaven Capital Management
New Jersey
$34.4M +$1.8M 4 11.81% Increased
1018
Cetera Advisor Networks
Cetera Advisor Networks
California
$34.2M -$1.01M 8 1.99% Reduced
1019
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$34.2M +$1.22M 6 4.54% Increased
1020
Sandy Spring Bank
Sandy Spring Bank
Maryland
$34.1M -$139K 11 3.9% Reduced
1021
Arrow Financial
Arrow Financial
New York
$34.1M +$91.9K 7 8.89% Increased
1022
AJ
Ashburton (Jersey)
Jersey
$34.1M -$5.32M 4 14.16% Reduced
1023
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$34M +$2.01M 3 5.58% Increased
1024
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$34M -$2.3M 6 19.09% Reduced
1025
Advisors Capital Management
Advisors Capital Management
New Jersey
$33.9M +$631K 4 3.48% Increased