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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
1251
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$44.6M +$86.2K 4 10.42% Increased
1252
Tran Capital Management
Tran Capital Management
California
$44.6M -$7.79M 1 7.55% Reduced
1253
AE Wealth Management
AE Wealth Management
Kansas
$44.4M +$9.8M 11 3.09% Increased
1254
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$44.4M +$712K 7 8.51% Increased
1255
CC
ClearArc Capital
Ohio
$44.4M -$1.42M 9 11.93% Reduced
1256
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$44.2M +$1.47M 3 0.85% Increased
1257
DAM
Davis Asset Management
California
$44.2M $0 2 3.77% Maintained
1258
Churchill Management
Churchill Management
California
$44M -$236K 4 1.17% Reduced
1259
IBM Retirement Fund
IBM Retirement Fund
New York
$43.9M +$281K 9 8.63% Increased
1260
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$43.8M +$4.45M 10 2.83% Increased
1261
Narwhal Capital Management
Narwhal Capital Management
Georgia
$43.8M +$821K 6 9.53% Increased
1262
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$43.7M +$46.3K 6 12.38% Increased
1263
Bell Asset Management
Bell Asset Management
Australia
$43.6M +$1.69M 3 7.49% Increased
1264
Hartline Investment Corp
Hartline Investment Corp
Illinois
$43.5M +$4.17M 7 11.37% Increased
1265
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$43.5M -$2.74M 4 13.49% Reduced
1266
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$43.4M +$58.7K 4 11.61% Increased
1267
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$43.3M +$6.26M 9 5.27% Increased
1268
Vestor Capital
Vestor Capital
Illinois
$43.2M +$2.1M 7 7.91% Increased
1269
HighTower Trust
HighTower Trust
Texas
$43.2M -$731K 4 5.54% Reduced
1270
Moors & Cabot
Moors & Cabot
Massachusetts
$43.2M -$139K 10 5.87% Reduced
1271
Palisade Asset Management
Palisade Asset Management
Minnesota
$43.1M -$12.7M 4 6.83% Reduced
1272
Chemical Bank
Chemical Bank
Michigan
$43.1M +$1.07M 6 4.86% Increased
1273
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$43M +$18.2M 10 6.54% Increased
1274
SP Asset Management
SP Asset Management
California
$43M -$382K 7 11.73% Reduced
1275
Washington Trust Bank
Washington Trust Bank
Washington
$43M +$4.41M 10 6.85% Increased