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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
1226
BBI
Baxter Bros Inc
Connecticut
$64.1M -$2.69M 3 15.04% Reduced
1227
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$64M +$17.7M 8 13.68% Increased
1228
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$63.9M -$2.44M 3 9.83% Reduced
1229
Royce & Associates
Royce & Associates
New York
$63.6M -$1.22M 5 0.7% Reduced
1230
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$63.5M +$1.88M 8 4.55% Increased
1231
RIM
Rampart Investment Management
Connecticut
$63.5M +$29.8M 10 10.68% Increased
1232
SM
Selkirk Management
New Jersey
$63.3M $0 3 27.17% Maintained
1233
Gratus Capital
Gratus Capital
Georgia
$63.3M -$145K 6 10.67% Reduced
1234
CAM
Columbia Asset Management
Michigan
$63.2M +$654K 7 15.12% Increased
1235
JWBC
J.W. Burns & Co
New York
$63.2M +$967K 6 13.97% Increased
1236
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$63.2M -$3.67M 3 10.77% Reduced
1237
CEI
Clark Estates Inc
New York
$63.2M -$7.99M 6 11.05% Reduced
1238
JGC
J. Goldman & Co
New York
$63.1M +$26.6M 6 3.91% Increased
1239
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$63M +$2.8M 4 3.05% Increased
1240
GPC
Guardian Point Capital
Virginia
$62.9M $0 2 22.9% Maintained
1241
HCM
Harvey Capital Management
Florida
$62.8M +$6.1M 7 31.09% Increased
1242
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$62.8M +$295K 3 21.5% Increased
1243
CMI
Clare Market Investments
Texas
$62.6M +$3.01M 6 37.25% Increased
1244
L & S Advisors
L & S Advisors
California
$62.4M +$2.87M 6 9.31% Increased
1245
UBPAM
Union Bancaire Privee Asset Management
New York
$62.4M +$11.2M 3 24.57% Increased
1246
Blue Chip Partners
Blue Chip Partners
Michigan
$62M -$849K 6 12.16% Reduced
1247
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$61.8M +$2.8M 6 5.68% Increased
1248
Griffin Asset Management
Griffin Asset Management
New York
$61.7M -$345K 9 9.87% Reduced
1249
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$61.6M -$8.06M 8 7.42% Reduced
1250
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$61.6M -$1.03M 20 4.47% Reduced