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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
1501
KAM
Kavi Asset Management
New York
$20.6M -$3.72M 2 10.94% Reduced
1502
Professional Advisory Services
Professional Advisory Services
Florida
$20.5M -$1.42M 5 4.46% Reduced
1503
BWFM
Bridgewater Wealth & Financial Management
Maryland
$20.5M +$1.84M 7 6.84% Increased
1504
JAM
JCIC Asset Management
Ontario, Canada
$20.4M -$203K 3 7.04% Reduced
1505
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$20.4M +$858K 6 7.52% Increased
1506
PS
Pensionfund Sabic
Netherlands
$20.4M -$3.68M 6 6.59% Reduced
1507
AQR Arbitrage
AQR Arbitrage
Connecticut
$20.4M -$3.81M 1 0.22% Reduced
1508
TCOT
Trust Company of Toledo
Ohio
$20.3M +$1.61M 7 5.26% Increased
1509
Rockland Trust
Rockland Trust
Massachusetts
$20.3M -$973K 4 3.18% Reduced
1510
Coastline Trust
Coastline Trust
Rhode Island
$20.2M +$295K 5 3.66% Increased
1511
ProVise Management Group
ProVise Management Group
Florida
$20.2M +$70.7K 6 3.06% Increased
1512
CG
Clinton Group
New York
$20.2M -$9.04M 4 2.06% Reduced
1513
SM
Selkirk Management
New Jersey
$20.2M $0 2 11.44% Maintained
1514
Portolan Capital Management
Portolan Capital Management
Massachusetts
$20.1M -$11M 3 2.59% Reduced
1515
BIM
Bogle Investment Management
Massachusetts
$20.1M +$20.1M 2 1.47% New
1516
Rand Wealth
Rand Wealth
Maryland
$20.1M -$479K 8 2.72% Reduced
1517
WA
Winfield Associates
Ohio
$20.1M +$513K 10 11.09% Increased
1518
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$20M +$560K 6 3.46% Increased
1519
Gratus Capital
Gratus Capital
Georgia
$20M +$133K 4 2.85% Increased
1520
John G. Ullman & Associates
John G. Ullman & Associates
New York
$19.9M +$2.2M 4 3.95% Increased
1521
Corient Capital Partners
Corient Capital Partners
California
$19.9M +$8.19M 7 3.05% Increased
1522
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.9M -$2.17M 6 3.05% Reduced
1523
SSI
Scott & Selber Inc
Texas
$19.8M -$75.6K 5 11.97% Reduced
1524
YCG LLC
YCG LLC
Texas
$19.8M +$6.73M 2 5.16% Increased
1525
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$19.8M -$1.27M 6 0.29% Reduced