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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
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$67M -$778K 4 13.65% Reduced
1452
L & S Advisors
L & S Advisors
California
$66.8M +$17.9M 8 8.91% Increased
1453
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$66.6M -$3.44M 3 8.94% Reduced
1454
MWM
Madison Wealth Management
Ohio
$66.6M +$407K 5 13.47% Increased
1455
Progressive Investment Management
Progressive Investment Management
Oregon
$66.4M -$12.7M 5 20.72% Reduced
1456
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$66.3M +$2.96M 6 12.67% Increased
1457
Geneos Wealth Management
Geneos Wealth Management
Colorado
$66.3M +$2.82M 25 3.47% Increased
1458
Cigna Investments
Cigna Investments
Connecticut
$66.3M -$11.6K 11 12.29% Reduced
1459
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$66.2M -$1.16M 8 5.08% Reduced
1460
Choreo LLC
Choreo LLC
Illinois
$66.2M +$21K 9 2.26% Increased
1461
TAM
Telemark Asset Management
Massachusetts
$66.1M +$27M 4 8.97% Increased
1462
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$66.1M +$76.2K 5 28.37% Increased
1463
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$65.9M +$769K 6 6.88% Increased
1464
Tamar Securities
Tamar Securities
California
$65.9M -$1.9M 4 16.19% Reduced
1465
AMG National Trust Bank
AMG National Trust Bank
Colorado
$65.8M -$847K 8 2.2% Reduced
1466
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$65.8M -$3.71M 9 3.06% Reduced
1467
Discovery Capital Management
Discovery Capital Management
Connecticut
$65.8M -$18.9M 4 6.92% Reduced
1468
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$65.8M +$10.4M 5 10.69% Increased
1469
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
$65.8M +$49.8M 4 6.25% Increased
1470
SP
Solel Partners
Massachusetts
$65.8M +$11.4M 2 10.37% Increased
1471
Quadrant Capital Group
Quadrant Capital Group
Ohio
$65.6M +$167K 24 6.51% Increased
1472
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$65.5M -$319K 6 8.24% Reduced
1473
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$65.3M +$17.2K 7 2.56% Increased
1474
BFM
Blacksheep Fund Management
Ireland
$65.3M -$74.9M 1 20.77% Reduced
1475
Courier Capital
Courier Capital
New York
$65.3M +$8.51M 6 5.14% Increased