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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
1326
FBP
Flippin Bruce & Porter
Virginia
$13.5M +$24.6K 2 4.31% Increased
1327
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$13.5M -$786K 5 12.63% Reduced
1328
HC
HHG & Company
Connecticut
$13.5M -$156K 4 5.02% Reduced
1329
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$13.5M +$12.2M 4 5.65% New
1330
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.5M +$77.5K 5 2.35% Increased
1331
Strategic Financial Services
Strategic Financial Services
New York
$13.4M -$421K 4 4.25% Reduced
1332
Delphi Management
Delphi Management
Massachusetts
$13.4M -$520K 1 1.46% Reduced
1333
KCM
Kempner Capital Management
Texas
$13.4M -$381K 2 5.68% Reduced
1334
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$13.4M +$296K 4 4.75% Increased
1335
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$13.3M -$244K 6 6.62% Reduced
1336
Aspiriant Holdings S3
Aspiriant Holdings S3
California
$13.3M -$3.46M 4 5.24% Reduced
1337
Suncoast Equity Management
Suncoast Equity Management
Florida
$13.3M +$285K 2 13.51% Increased
1338
Calamos Wealth Management
Calamos Wealth Management
Illinois
$13.3M -$2.03M 5 4.07% Reduced
1339
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$13.2M -$1.03M 4 5.83% Reduced
1340
SAS
Spectrum Advisory Services
Georgia
$13.2M +$791K 4 4.69% Increased
1341
Capital Investment Advisors
Capital Investment Advisors
Georgia
$13.2M +$12.4M 4 1.75% New
1342
Narwhal Capital Management
Narwhal Capital Management
Georgia
$13.2M +$346K 5 5.42% Increased
1343
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$13.1M -$127K 4 4.12% Reduced
1344
SCI
S&CO Inc
Massachusetts
$13.1M -$130K 3 2.18% Reduced
1345
Globe Life
Globe Life
Texas
$13.1M $0 1 11.35% Maintained
1346
VOAM
Vertex One Asset Management
British Columbia, Canada
$13.1M +$305K 2 1.89% Increased
1347
DP
DSAM Partners
United Kingdom
$13M +$11.7M 1 6.6% New
1348
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$12.9M +$34.9K 3 1.22% Increased
1349
Dow Chemical Company
Dow Chemical Company
Michigan
$12.9M -$4.14M 5 1.07% Reduced
1350
KFS
Kurt F. Somerville
$12.9M -$699K 3 4.94% Reduced