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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
Bath Savings Trust
Bath Savings Trust
Maine
$60M +$646K 6 7.65% Increased
1452
Hilton Capital Management
Hilton Capital Management
New York
$59.9M -$1.58M 4 6.48% Reduced
1453
Dundas Partners
Dundas Partners
United Kingdom
$59.9M -$1.99M 3 9.5% Reduced
1454
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$59.8M -$1.93M 7 5.82% Reduced
1455
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$59.8M +$346K 6 7.25% Increased
1456
Rothschild Capital Partners
Rothschild Capital Partners
New York
$59.5M -$206K 5 20.12% Reduced
1457
Arrow Financial
Arrow Financial
New York
$59.3M -$2.9M 6 7.87% Reduced
1458
Robeco Schweiz
Robeco Schweiz
Switzerland
$59.3M -$25.4M 4 0.91% Reduced
1459
Parcion Private Wealth
Parcion Private Wealth
Washington
$59.2M +$4.6M 7 6.7% Increased
1460
BPM
Bowling Portfolio Management
Ohio
$59.1M -$2.54M 7 14.07% Reduced
1461
Pacific Global Investment Management
Pacific Global Investment Management
California
$59M -$1.22M 5 12.3% Reduced
1462
Sompo Asset Management
Sompo Asset Management
Japan
$58.8M -$5.88M 6 13.36% Reduced
1463
Heritage Trust
Heritage Trust
Oklahoma
$58.7M +$35.6K 6 8.95% Increased
1464
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$58.6M -$9.9M 3 8.28% Reduced
1465
Howe & Rusling
Howe & Rusling
New York
$58.5M -$3.91M 13 7.95% Reduced
1466
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$58.4M -$231K 7 12.18% Reduced
1467
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$58.4M +$3.21M 8 7.02% Increased
1468
Zevin Asset Management
Zevin Asset Management
Massachusetts
$58.3M +$2.34M 6 12.89% Increased
1469
Dearborn Partners
Dearborn Partners
Illinois
$58.2M -$24.9M 6 2.48% Reduced
1470
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$58M -$30.2M 7 5.28% Reduced
1471
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$57.9M +$1.77M 7 8.95% Increased
1472
Matrix Asset Advisors
Matrix Asset Advisors
New York
$57.8M -$6.83M 4 8.62% Reduced
1473
Carrhae Capital
Carrhae Capital
United Kingdom
$57.6M +$50.5M 2 16.11% Increased
1474
James Investment Research
James Investment Research
Ohio
$57.5M -$14.3M 8 5.23% Reduced
1475
RIT Capital Partners
RIT Capital Partners
United Kingdom
$57.4M +$9.7M 2 17.77% Increased