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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
1176
Appleton Partners
Appleton Partners
Massachusetts
$56.9M +$5.53M 7 6.26% Increased
1177
AJ
Ashburton (Jersey)
Jersey
$56.9M -$1.3M 8 23.07% Reduced
1178
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$56.9M -$79.1K 8 4.12% Reduced
1179
ZAM
Zeal Asset Management
Hong Kong
$56.6M +$50.5M 1 29.9% New
1180
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$56.6M -$570K 5 9.39% Reduced
1181
Capital Growth Management
Capital Growth Management
Massachusetts
$56.6M +$21.5M 2 4.57% Increased
1182
Churchill Management
Churchill Management
California
$56.5M -$7.73M 4 1.08% Reduced
1183
GW Henssler & Associates
GW Henssler & Associates
Georgia
$56.4M -$1M 7 4.66% Reduced
1184
Grimes & Company
Grimes & Company
Massachusetts
$56.3M +$997K 6 3.69% Increased
1185
FBC
Fairfield, Bush & Co
Connecticut
$56.2M -$9.9M 8 20.68% Reduced
1186
BCH
Berkshire Capital Holdings
California
$56.1M -$5.9M 6 17.88% Reduced
1187
Think Investments
Think Investments
California
$56M $0 2 20.93% Maintained
1188
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$56M -$220K 9 3.74% Reduced
1189
BBI
Baxter Bros Inc
Connecticut
$55.9M +$1.83M 3 11.63% Increased
1190
Edgestream Partners
Edgestream Partners
New Jersey
$55.8M +$8.98M 8 2.9% Increased
1191
RBF Capital
RBF Capital
California
$55.7M -$1.49M 5 5.32% Reduced
1192
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$55.4M -$67.4K 3 12.53% Reduced
1193
Pembroke Management
Pembroke Management
Quebec, Canada
$55.4M +$23.7M 3 4.71% Increased
1194
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$55.4M +$232K 6 6.47% Increased
1195
Tufton Capital Management
Tufton Capital Management
Maryland
$55.3M -$539K 6 10.89% Reduced
1196
Ensemble Capital Management
Ensemble Capital Management
California
$55.3M -$34.7M 2 7.12% Reduced
1197
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$55.2M +$432K 5 7.75% Increased
1198
Mission Wealth Management
Mission Wealth Management
California
$55.2M +$803K 10 5.31% Increased
1199
Avantax Advisory Services
Avantax Advisory Services
Texas
$55.1M +$15.4M 10 1.28% Increased
1200
AIM
Atlantic Investment Management
New York
$55M -$5.53M 1 16.28% Reduced