← All themes

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
1226
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$13.7M +$1.29M 9 3.4% Increased
1227
AIC
Argus Investors Counsel
New York
$13.7M -$408K 3 6.2% Reduced
1228
RI
Redwood Investments
Massachusetts
$13.7M -$42.6K 1 1.94% Reduced
1229
Patten & Patten
Patten & Patten
Tennessee
$13.7M -$615K 4 2.12% Reduced
1230
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6M -$2.12M 7 4.13% Reduced
1231
CL
CIM LLC
New York
$13.6M -$548K 3 8.43% Reduced
1232
BRA
Bender Robert & Associates
California
$13.6M -$2.04M 3 10.64% Reduced
1233
Hancock Whitney
Hancock Whitney
Mississippi
$13.6M -$10.5M 5 0.62% Reduced
1234
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$13.6M -$417K 3 3.05% Reduced
1235
SIG
Schooner Investment Group
Pennsylvania
$13.5M +$3.32M 4 4.91% Increased
1236
Churchill Management
Churchill Management
California
$13.5M +$1.23M 4 0.69% Increased
1237
KCM
Kempner Capital Management
Texas
$13.5M +$304K 2 5.46% Increased
1238
Washington Trust Bank
Washington Trust Bank
Washington
$13.4M +$1.76M 4 3.49% Increased
1239
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$13.4M +$1.08M 7 2.55% Increased
1240
Aureus Asset Management
Aureus Asset Management
Massachusetts
$13.4M +$169K 4 4.58% Increased
1241
Essex Financial Services
Essex Financial Services
Connecticut
$13.4M -$445K 5 4.21% Reduced
1242
Private Capital Advisors
Private Capital Advisors
Connecticut
$13.4M +$4.31M 4 4.86% Increased
1243
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$13.4M -$1.11M 3 5.58% Reduced
1244
Eagle Global Advisors
Eagle Global Advisors
Texas
$13.4M -$1.91M 4 0.48% Reduced
1245
CWM
Concert Wealth Management
California
$13.4M -$327K 6 1.9% Reduced
1246
BC
Bruce & Co
Illinois
$13.3M +$3.18M 1 4.36% Increased
1247
Dock Street Asset Management
Dock Street Asset Management
Florida
$13.3M +$127K 3 7.43% Increased
1248
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$13.3M +$2.28M 3 4.84% Increased
1249
SIPS
Shelter Insurance Profit Sharing
Missouri
$13.3M $0 2 5.95% Maintained
1250
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$13.3M +$244K 4 3.18% Increased