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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
1301
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$12.1M -$1.08M 3 0.96% Reduced
1302
ST
Semper Trust
Pennsylvania
$12.1M +$2.29M 5 5.47% Increased
1303
Middleton & Co
Middleton & Co
Massachusetts
$12.1M +$154K 4 3.17% Increased
1304
Spinnaker Trust
Spinnaker Trust
Maine
$12.1M +$44K 4 2.18% Increased
1305
Cetera Advisors
Cetera Advisors
Colorado
$12M -$1.44M 6 2.15% Reduced
1306
FAB
First American Bank
Illinois
$12M -$5.78M 4 1.48% Reduced
1307
InterOcean Capital
InterOcean Capital
Illinois
$12M +$229K 3 6.08% Increased
1308
WG
Winchester Group
New York
$12M -$2.88M 4 2.63% Reduced
1309
STI
Susquehanna Trust & Investment
Pennsylvania
$11.9M -$1.51M 3 2.61% Reduced
1310
TAS
TIFF Advisory Services
Pennsylvania
$11.9M $0 4 5.26% Maintained
1311
CC
Courier Capital
New York
$11.9M +$2.58M 4 2.73% Increased
1312
Sirios Capital Management
Sirios Capital Management
Massachusetts
$11.9M +$12M 1 1.29% New
1313
SFSIG
San Francisco Sentry Investment Group
California
$11.9M -$471K 8 4.48% Reduced
1314
Counsel Portfolio Services
Counsel Portfolio Services
Ontario, Canada
$11.8M +$2.05M 5 0.59% Increased
1315
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$11.8M $0 6 6.42% Maintained
1316
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$11.8M -$93.9K 3 1.19% Reduced
1317
Lourd Capital
Lourd Capital
California
$11.8M -$46.7K 4 1.4% Reduced
1318
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$11.8M -$912K 7 5.85% Reduced
1319
PC
Permit Capital
Pennsylvania
$11.8M +$173K 3 8.47% Increased
1320
HRIA
Haberer Registered Investment Advisor
Ohio
$11.8M -$4.44M 7 4.2% Reduced
1321
MTC
McDaniel Terry & Co
Texas
$11.7M +$258K 2 3.22% Increased
1322
HLA
Hamilton Lane Advisors
Pennsylvania
$11.7M -$3.49M 1 4.43% Reduced
1323
Snow Capital Management
Snow Capital Management
Pennsylvania
$11.7M -$3M 1 0.52% Reduced
1324
BG
Bollard Group
Massachusetts
$11.7M +$743K 5 1.37% Increased
1325
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$11.6M -$1.98M 2 2.42% Reduced