← 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
1401
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$33.2M +$9.9M 5 3.52% Increased
1402
Essex Financial Services
Essex Financial Services
Connecticut
$33.2M +$711K 7 8% Increased
1403
KFS
Kurt F. Somerville
$33.2M -$2.42M 5 7.32% Reduced
1404
WIA
Wealthstreet Investment Advisors
Texas
$33.2M +$1.11M 9 4.39% Increased
1405
Randolph Company
Randolph Company
Ohio
$33.1M -$5.57M 2 6.12% Reduced
1406
AA
Antipodean Advisors
New York
$33.1M -$7.17M 3 41.74% Reduced
1407
Coastline Trust
Coastline Trust
Rhode Island
$33.1M +$117K 6 4.99% Increased
1408
KLCM Advisors
KLCM Advisors
Wisconsin
$33.1M +$370K 5 8.72% Increased
1409
Vident Investment Advisory
Vident Investment Advisory
Georgia
$33.1M +$10.4M 14 1.31% Increased
1410
BAM
Bell Asset Management
Australia
$33M -$8.68M 3 7.97% Reduced
1411
CCM
Catawba Capital Management
Virginia
$33M +$302K 6 7.77% Increased
1412
SCI
S&CO Inc
Massachusetts
$32.9M +$4.86M 7 3.96% Increased
1413
BC
Bodenholm Capital
Sweden
$32.9M +$6.71M 1 13.03% Increased
1414
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$32.9M -$392K 5 3.67% Reduced
1415
Geneos Wealth Management
Geneos Wealth Management
Colorado
$32.9M -$2.21M 18 2.56% Reduced
1416
Royce & Associates
Royce & Associates
New York
$32.8M -$935K 3 0.23% Reduced
1417
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$32.7M -$143K 6 5.1% Reduced
1418
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$32.6M +$27.2M 5 3.21% Increased
1419
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$32.5M -$7.32M 5 7.78% Reduced
1420
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$32.5M -$250K 7 4.42% Reduced
1421
CF
CNA Financial
Illinois
$32.5M -$170K 5 7.15% Reduced
1422
MIM
Manitou Investment Management
Ontario, Canada
$32.4M +$1.27M 3 12.28% Increased
1423
Goelzer Investment Management
Goelzer Investment Management
Indiana
$32.4M +$1.32M 7 3.78% Increased
1424
BRA
Bender Robert & Associates
California
$32.4M +$210K 5 17.01% Increased
1425
Girard Partners
Girard Partners
Pennsylvania
$32.2M +$17.9M 6 6.08% Increased