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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
Private Advisory Group
Private Advisory Group
Washington
$57.9M +$3.89M 5 19.12% Increased
1452
BPM
Bowling Portfolio Management
Ohio
$57.7M -$3.56M 6 13.55% Reduced
1453
Sycomore Asset Management
Sycomore Asset Management
France
$57.7M -$3.79M 5 12.07% Reduced
1454
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$57.7M +$5.07M 7 12.16% Increased
1455
Nelson Capital Management
Nelson Capital Management
California
$57.6M -$21.3M 6 12.39% Reduced
1456
Strategic Global Advisors
Strategic Global Advisors
California
$57.6M -$1.16M 6 10.18% Reduced
1457
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$57.4M -$1.72M 3 5.07% Reduced
1458
LVM Capital Management
LVM Capital Management
Michigan
$57.4M +$6.5M 7 9.67% Increased
1459
L & S Advisors
L & S Advisors
California
$57.3M -$6.96M 7 6.64% Reduced
1460
BTR Capital Management
BTR Capital Management
California
$57.3M -$1.21M 6 8.95% Reduced
1461
AL
Arnhold LLC
New York
$57.3M +$1.31M 7 7.42% Increased
1462
Wallington Asset Management
Wallington Asset Management
Indiana
$57.2M -$228K 3 11.16% Reduced
1463
FWM
Frontier Wealth Management
Missouri
$57.2M +$563K 8 4.68% Increased
1464
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$57.1M +$1.42M 6 5.08% Increased
1465
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$56.9M +$2.66M 9 2.97% Increased
1466
Parcion Private Wealth
Parcion Private Wealth
Washington
$56.9M +$229K 7 7.52% Increased
1467
Canandaigua National Corp
Canandaigua National Corp
New York
$56.9M -$2.87M 8 9.99% Reduced
1468
Advisornet Financial
Advisornet Financial
Minnesota
$56.9M -$2.07M 17 4.59% Reduced
1469
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$56.7M -$919K 4 10.86% Reduced
1470
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$56.7M +$156K 5 10.19% Increased
1471
Goelzer Investment Management
Goelzer Investment Management
Indiana
$56.7M -$7.98M 8 5.22% Reduced
1472
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$56.6M +$10M 6 37.02% Increased
1473
Tufton Capital Management
Tufton Capital Management
Maryland
$56.5M +$493K 6 10.42% Increased
1474
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$56.4M -$24.5M 4 3.87% Reduced
1475
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$56.4M +$3.72M 11 2.67% Increased