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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
1401
First Horizon Advisors
First Horizon Advisors
Tennessee
$31.2M -$604K 15 3.04% Reduced
1402
Professional Advisory Services
Professional Advisory Services
Florida
$31.2M +$8.71M 5 6.75% Increased
1403
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$31.1M +$1.52M 7 7.16% Increased
1404
Atwood & Palmer
Atwood & Palmer
Missouri
$31.1M -$438K 6 4.43% Reduced
1405
Freedom Investment Management
Freedom Investment Management
Connecticut
$31.1M +$7.1M 11 1.59% Increased
1406
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$30.9M -$28.2K 6 3.61% Reduced
1407
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$30.8M -$12.4M 7 3.78% Reduced
1408
SAM
Sandell Asset Management
New York
$30.7M -$23.3M 4 3.43% Reduced
1409
Palisade Capital Management
Palisade Capital Management
New Jersey
$30.7M -$2.62M 6 1.04% Reduced
1410
Goelzer Investment Management
Goelzer Investment Management
Indiana
$30.6M -$3.34M 7 3.67% Reduced
1411
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$30.6M -$2.21M 7 3.23% Reduced
1412
Coastline Trust
Coastline Trust
Rhode Island
$30.6M -$539K 6 4.7% Reduced
1413
Compass Capital Management
Compass Capital Management
Minnesota
$30.6M -$1.72M 1 4.58% Reduced
1414
Prelude Capital Management
Prelude Capital Management
New York
$30.5M -$5.64M 14 2.21% Reduced
1415
Dorsey Asset Management
Dorsey Asset Management
Illinois
$30.5M +$5.92M 1 10.31% Increased
1416
CWA Asset Management Group
CWA Asset Management Group
Florida
$30.5M +$5.24M 6 7.5% Increased
1417
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$30.4M -$768K 11 5.11% Reduced
1418
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$30.4M -$3.69M 7 4.81% Reduced
1419
BC
Breakline Capital
New York
$30.3M +$11.5M 3 20.31% Increased
1420
Essex Financial Services
Essex Financial Services
Connecticut
$30.3M -$382K 7 5.94% Reduced
1421
WM
WS Management
Florida
$30.3M -$9.3M 2 0.8% Reduced
1422
Wealthstreet Investment Advisors
Wealthstreet Investment Advisors
Texas
$30.3M +$2.28M 8 3.79% Increased
1423
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$30.2M -$8.42M 7 1.62% Reduced
1424
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$30.2M +$821K 5 0.52% Increased
1425
Tremblant Capital Group
Tremblant Capital Group
Florida
$30.1M -$158M 1 1.91% Reduced