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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
180 Wealth Advisors
180 Wealth Advisors
Washington
$69.4M -$1.11M 13 15.86% Reduced
1452
Bath Savings Trust
Bath Savings Trust
Maine
$69.2M +$121K 6 8.17% Increased
1453
Heritage Trust
Heritage Trust
Oklahoma
$69.1M +$1.24M 7 9.88% Increased
1454
Grassi Investment Management
Grassi Investment Management
California
$69.1M +$133K 8 7.5% Increased
1455
Parcion Private Wealth
Parcion Private Wealth
Washington
$69M +$2.59M 7 6.91% Increased
1456
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$69M +$12M 8 9.92% Increased
1457
Ulysses Management
Ulysses Management
New York
$68.9M -$5.08M 2 8.68% Reduced
1458
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$68.8M -$26.5K 6 7.97% Reduced
1459
Charles-Lim Capital
Charles-Lim Capital
Hong Kong
$68.8M +$64.1M 1 7.3% Increased
1460
Boothbay Fund Management
Boothbay Fund Management
New York
$68.6M -$9.07M 15 2.21% Reduced
1461
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$68.6M -$3.47M 1 6.28% Reduced
1462
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$68.4M +$3.56M 10 5.48% Increased
1463
CMG
Cavalry Management Group
California
$68.4M -$77M 3 7.43% Reduced
1464
BPM
Bowling Portfolio Management
Ohio
$68.3M +$605K 6 15.24% Increased
1465
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$68.1M +$1.31M 7 5.61% Increased
1466
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$68.1M +$7.36M 2 8.35% Increased
1467
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$67.9M -$10.9M 6 4.03% Reduced
1468
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$67.9M -$648K 6 27.62% Reduced
1469
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$67.8M +$4.71M 8 3.61% Increased
1470
Canandaigua National Corp
Canandaigua National Corp
New York
$67.7M -$1.62M 8 10.99% Reduced
1471
Symmetry Investments
Symmetry Investments
Jersey
$67.6M +$17.4M 3 19.25% Increased
1472
VM
Venator Management
Pennsylvania
$67.5M +$9.9M 3 18.3% Increased
1473
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$67.4M -$1.47M 5 5.21% Reduced
1474
WDA
Wendell David Associates
New Hampshire
$67.4M +$1.61M 7 7.54% Increased
1475
Pacific Global Investment Management
Pacific Global Investment Management
California
$67.3M -$1.03M 5 13.34% Reduced