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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
Rockland Trust
Rockland Trust
Massachusetts
$35.9M +$10.7M 8 4.41% Increased
1302
Academy Capital Management
Academy Capital Management
Texas
$35.8M +$160K 4 9.85% Increased
1303
Griffin Asset Management
Griffin Asset Management
New York
$35.8M +$828K 8 6.05% Increased
1304
Appleton Partners
Appleton Partners
Massachusetts
$35.8M +$1.03M 8 5.36% Increased
1305
NewEdge Advisors
NewEdge Advisors
Louisiana
$35.7M +$616K 8 2.3% Increased
1306
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$35.7M +$9.6M 8 9.45% Increased
1307
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$35.6M -$24.5M 3 0.7% Reduced
1308
Dorsey Asset Management
Dorsey Asset Management
Illinois
$35.6M +$2.31M 1 9.89% Increased
1309
WIA
Wealthstreet Investment Advisors
Texas
$35.6M +$1.47M 9 4.99% Increased
1310
Country Club Trust
Country Club Trust
Missouri
$35.5M -$4.53M 6 4.67% Reduced
1311
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.4M +$1.3M 16 0.88% Increased
1312
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$35.3M -$166K 6 5.45% Reduced
1313
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$35.2M -$894K 5 5.73% Reduced
1314
BFIC
Bedell Frazier Investment Counselling
California
$35.1M +$8.4M 5 14.93% Increased
1315
Vestor Capital
Vestor Capital
Illinois
$35.1M +$1.37M 6 7.64% Increased
1316
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$35.1M +$15M 6 4.88% Increased
1317
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$35M +$1.03M 6 7.16% Increased
1318
Sompo Asset Management
Sompo Asset Management
Japan
$35M -$13.9M 6 10.29% Reduced
1319
WealthTrust Fairport
WealthTrust Fairport
Ohio
$35M +$452K 11 3.66% Increased
1320
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$35M +$35.8M 7 16.38% Increased
1321
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$35M -$168K 5 8.26% Reduced
1322
CAM
Columbia Asset Management
Michigan
$34.9M -$1.03M 8 10.59% Reduced
1323
Parker Investment Management
Parker Investment Management
California
$34.8M -$8.05M 4 13.17% Reduced
1324
Transform Wealth
Transform Wealth
Colorado
$34.8M +$721K 6 7.17% Increased
1325
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$34.6M -$275K 8 2.38% Reduced