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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
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$71.2M -$822K 6 11.53% Reduced
1402
North Star Investment Management
North Star Investment Management
Illinois
$71.1M -$9.7K 16 5.77% Reduced
1403
BLAM
Bourne Lent Asset Management
New York
$71.1M -$1.08M 4 24.79% Reduced
1404
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$71M +$5.92M 8 6.95% Increased
1405
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$71M +$4.11M 5 4.92% Increased
1406
Willis Investment Counsel
Willis Investment Counsel
Georgia
$71M -$7.34M 3 4.63% Reduced
1407
BTC Capital Management
BTC Capital Management
Iowa
$70.9M -$3.69M 4 7.66% Reduced
1408
Spinnaker Trust
Spinnaker Trust
Maine
$70.8M -$449K 7 5.14% Reduced
1409
MWA
Miller Wealth Advisors
Colorado
$70.8M +$62.5M 3 47.74% Increased
1410
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$70.7M -$4.54M 5 2.26% Reduced
1411
Caldwell Trust
Caldwell Trust
Florida
$70.4M +$881K 12 9.19% Increased
1412
Paralel Advisors
Paralel Advisors
Colorado
$70.3M +$765K 2 3.75% Increased
1413
PGIM
Pacific Global Investment Management
California
$70.2M +$1.04M 6 14.5% Increased
1414
Bath Savings Trust
Bath Savings Trust
Maine
$70.2M +$191K 6 8.19% Increased
1415
PFG Advisors
PFG Advisors
Arizona
$70.1M +$1.31M 7 5.34% Increased
1416
SA
Strategic Advisors
New York
$70M -$803K 9 13.33% Reduced
1417
Garde Capital
Garde Capital
Washington
$69.8M +$2.92M 8 5.81% Increased
1418
Zevin Asset Management
Zevin Asset Management
Massachusetts
$69.8M -$4.31M 4 14% Reduced
1419
JSP
Jackson Square Partners
California
$69.7M -$9.48M 3 2.03% Reduced
1420
Bank of Hawaii
Bank of Hawaii
Hawaii
$69.7M -$780K 6 3.83% Reduced
1421
CAM
Columbia Asset Management
Michigan
$69.6M -$73K 6 14.81% Reduced
1422
ACM
Aljian Capital Management
Nevada
$69.5M -$978K 4 31.27% Reduced
1423
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$69.5M -$143K 7 14.5% Reduced
1424
Blue Chip Partners
Blue Chip Partners
Michigan
$69.5M -$268K 6 7.89% Reduced
1425
Western Wealth Management
Western Wealth Management
Colorado
$69.4M +$1.61M 10 5.92% Increased