← All themes

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
WKWM
Walter & Keenan Wealth Management
Indiana
$13.7M -$183K 3 7.14% Reduced
1327
MCM
McRae Capital Management
New Jersey
$13.6M -$125K 2 6.56% Reduced
1328
OSNBOA
Old Second National Bank of Aurora
Illinois
$13.6M +$83.9K 6 6.68% Increased
1329
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.6M +$197K 5 2.49% Increased
1330
MSI Financial Services
MSI Financial Services
Massachusetts
$13.5M -$1.06M 11 1.81% Reduced
1331
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$13.5M -$3.31K 6 6.52% Reduced
1332
SAS
Spectrum Advisory Services
Georgia
$13.4M +$228K 4 4.64% Increased
1333
Personal Capital Advisors
Personal Capital Advisors
California
$13.4M +$2.22M 3 2.21% Increased
1334
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$13.2M +$101K 3 3.12% Increased
1335
IA
Icon Advisers
Colorado
$13.2M -$8.8M 4 0.83% Reduced
1336
Colony Group
Colony Group
Massachusetts
$13.2M +$256K 9 1.76% Increased
1337
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$13.2M -$3.55M 4 5.52% Reduced
1338
TCCM
Timber Creek Capital Management
Massachusetts
$13.1M +$149K 5 10.96% Increased
1339
CHA
Cedar Hill Associates
Illinois
$13.1M -$2.57M 2 2.08% Reduced
1340
Roundview Capital
Roundview Capital
New Jersey
$13.1M +$2.59M 5 5.31% Increased
1341
BHTS
Bar Harbor Trust Services
Maine
$13.1M +$420K 2 5.58% Increased
1342
Beacon Trust
Beacon Trust
New Jersey
$13.1M -$106K 3 2.15% Reduced
1343
SCI
S&CO Inc
Massachusetts
$13.1M -$325K 3 1.81% Reduced
1344
Perigon Wealth Management
Perigon Wealth Management
California
$13M +$2.02M 5 3.72% Increased
1345
MA
Menlo Advisors
California
$13M +$5.08M 3 9.36% Increased
1346
MAI Capital Management
MAI Capital Management
Ohio
$13M -$1.82M 5 1.25% Reduced
1347
CC
Coastland Capital
California
$13M -$9.9M 1 0.67% Reduced
1348
Eagle Global Advisors
Eagle Global Advisors
Texas
$13M -$436K 4 0.33% Reduced
1349
DG
Davidson & Garrard
Virginia
$12.9M -$852K 4 3.11% Reduced
1350
PM
Platinum Management
New York
$12.9M +$11.5M 2 1.83% Increased