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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
1476
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$48.6M -$15.7M 6 4.69% Reduced
1477
RIM
Regent Investment Management
Kentucky
$48.5M +$509K 6 15.01% Increased
1478
Spinnaker Trust
Spinnaker Trust
Maine
$48.5M -$1.28M 7 4.3% Reduced
1479
Progressive Investment Management
Progressive Investment Management
Oregon
$48.5M +$1.18M 4 19.19% Increased
1480
Transform Wealth
Transform Wealth
Colorado
$48.4M -$903K 5 7.81% Reduced
1481
TCOT
Trust Company of Toledo
Ohio
$48.3M +$463K 6 10.81% Increased
1482
LVM Capital Management
LVM Capital Management
Michigan
$48.3M +$288K 6 9.36% Increased
1483
Blue Fin Capital
Blue Fin Capital
Rhode Island
$48.3M +$85.6K 6 19.52% Increased
1484
Horizon Investments
Horizon Investments
North Carolina
$47.9M -$21.8M 8 1.71% Reduced
1485
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$47.9M -$1.48M 5 15.28% Reduced
1486
Emerson Point Capital
Emerson Point Capital
New York
$47.8M -$9.04M 2 7.59% Reduced
1487
Coastline Trust
Coastline Trust
Rhode Island
$47.8M -$264K 7 7.19% Reduced
1488
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$47.8M -$2.85M 18 3.69% Reduced
1489
Pathstone Family Office
Pathstone Family Office
New Jersey
$47.7M -$5.7K 13 5.19% Reduced
1490
AL
Arnhold LLC
New York
$47.7M -$1.76M 7 7.04% Reduced
1491
Winslow Evans & Crocker
Winslow Evans & Crocker
Massachusetts
$47.7M -$1.01M 17 11.8% Reduced
1492
CCM
Cohen Capital Management
California
$47.6M -$443K 6 10.75% Reduced
1493
Brookfield Corp
Brookfield Corp
Ontario, Canada
$47.5M +$3.95M 6 0.26% Increased
1494
Grassi Investment Management
Grassi Investment Management
California
$47.5M -$414K 8 6.73% Reduced
1495
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$47.5M +$443K 7 7.77% Increased
1496
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$47.5M -$370K 6 11.55% Reduced
1497
Courier Capital
Courier Capital
New York
$47.5M -$834K 7 5.68% Reduced
1498
Bath Savings Trust
Bath Savings Trust
Maine
$47.4M -$194K 6 7.77% Reduced
1499
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$47.3M -$243K 9 3.59% Reduced
1500
Dendur Capital
Dendur Capital
New York
$47M +$28.9M 3 16.04% Increased