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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
1351
Washington Trust Bank
Washington Trust Bank
Washington
$78.6M -$496K 7 9.31% Reduced
1352
MayTech Global Investments
MayTech Global Investments
New York
$78.5M +$1.12M 5 16.41% Increased
1353
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$78.4M +$274K 15 1.07% Increased
1354
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$78.2M +$7.12M 9 3.6% Increased
1355
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$78M -$1.63M 3 8.06% Reduced
1356
Stansberry Asset Management
Stansberry Asset Management
Texas
$78M +$2.03M 4 18.83% Increased
1357
Sirios Capital Management
Sirios Capital Management
Massachusetts
$77.7M +$45.5M 3 6.76% Increased
1358
De Burlo Group
De Burlo Group
Massachusetts
$77.6M -$2.38M 4 12.34% Reduced
1359
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$77.5M -$69.6K 5 21.72% Reduced
1360
Horizon Investments
Horizon Investments
North Carolina
$77.2M +$17.1M 13 2.3% Increased
1361
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$77M -$603K 5 21.63% Reduced
1362
WA
Wealth Advisors
California
$77M -$211K 6 28.04% Reduced
1363
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$77M +$213K 4 45.57% Increased
1364
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$76.7M -$3.6M 8 4.65% Reduced
1365
Mission Wealth Management
Mission Wealth Management
California
$76.7M -$34.6M 12 4.07% Reduced
1366
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$76.6M -$3.21M 6 10.7% Reduced
1367
Tufton Capital Management
Tufton Capital Management
Maryland
$76.6M +$4.59M 6 12.58% Increased
1368
MAM
Morse Asset Management
Connecticut
$76.4M -$879K 7 18.46% Reduced
1369
Linscomb Wealth
Linscomb Wealth
Texas
$76.3M +$1.51M 7 3.91% Increased
1370
PAM
Premier Asset Management
Illinois
$76.2M -$1.74M 7 11.27% Reduced
1371
Decatur Capital Management
Decatur Capital Management
Georgia
$76.2M +$705K 4 23.81% Increased
1372
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$76.2M -$1.25M 5 6.72% Reduced
1373
Webster Bank
Webster Bank
Connecticut
$76.1M -$3.17M 11 8.33% Reduced
1374
KCM
Kingdon Capital Management
New York
$76M +$4.33M 4 8.8% Increased
1375
Crescent Park Management
Crescent Park Management
California
$75.8M +$21.5M 3 11.23% Increased