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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
1451
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$46.9M +$567K 8 2.85% Increased
1452
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$46.8M -$1.97M 7 10.01% Reduced
1453
Capco Asset Management
Capco Asset Management
Florida
$46.7M +$258K 2 20.05% Increased
1454
Keel Point
Keel Point
Alabama
$46.7M -$4.13M 7 4.83% Reduced
1455
Holowesko Partners
Holowesko Partners
Bahamas
$46.7M -$6.68M 1 5.59% Reduced
1456
BFAM Partners
BFAM Partners
Hong Kong
$46.5M +$44.9M 1 12.46% New
1457
Merriman Wealth Management
Merriman Wealth Management
Washington
$46.5M -$56.7M 5 7.39% Reduced
1458
Compass Capital Management
Compass Capital Management
Minnesota
$46.5M -$2.05M 1 5.09% Reduced
1459
Transform Wealth
Transform Wealth
Colorado
$46.4M +$410K 5 7.96% Increased
1460
LVM Capital Management
LVM Capital Management
Michigan
$46.4M -$1.18M 6 9.51% Reduced
1461
Sabal Trust
Sabal Trust
Florida
$46.4M -$4.81M 5 4.33% Reduced
1462
Monetary Management Group
Monetary Management Group
Missouri
$46.4M -$3.6M 7 17.52% Reduced
1463
United Asset Strategies
United Asset Strategies
New York
$46.3M -$378K 7 9.12% Reduced
1464
Twin Tree Management
Twin Tree Management
Texas
$46.2M -$125M 10 0.19% Reduced
1465
Grassi Investment Management
Grassi Investment Management
California
$46M +$3.26M 8 6.63% Increased
1466
ProVise Management Group
ProVise Management Group
Florida
$46M -$1M 7 6.6% Reduced
1467
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$45.9M -$1.41M 9 15.42% Reduced
1468
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$45.8M +$3.68M 9 4.25% Increased
1469
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$45.8M -$6.3M 4 6.83% Reduced
1470
Winslow Evans & Crocker
Winslow Evans & Crocker
Massachusetts
$45.8M +$1.32M 17 12.22% Increased
1471
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$45.7M +$661K 1 11.07% Increased
1472
C
Chescapmanager
Maryland
$45.6M +$3.79M 2 7.68% Increased
1473
Hillman Company
Hillman Company
Pennsylvania
$45.6M $0 1 40.99% Maintained
1474
Granahan Investment Management
Granahan Investment Management
Massachusetts
$45.6M -$11.6M 5 1.65% Reduced
1475
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$45.6M +$8.29M 5 1.31% Increased