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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
IIM
Ipswich Investment Management
Massachusetts
$21.7M +$40.4K 7 9.74% Increased
1502
Diversified Trust
Diversified Trust
Tennessee
$21.6M +$1.02M 7 1.65% Increased
1503
SCI
S&CO Inc
Massachusetts
$21.5M -$334K 5 2.75% Reduced
1504
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$21.5M -$10.3M 8 3.7% Reduced
1505
Professional Advisory Services
Professional Advisory Services
Florida
$21.5M -$79.4K 5 4.58% Reduced
1506
VST
Van Strum & Towne
California
$21.5M -$679K 5 13.98% Reduced
1507
PBT
Pictet Bank & Trust
Bahamas
$21.4M +$1.99M 5 6.4% Increased
1508
TAM
Target Asset Management
Singapore
$21.4M -$8.11M 1 100% Reduced
1509
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$21.3M -$2.3M 4 6.61% Reduced
1510
Geneos Wealth Management
Geneos Wealth Management
Colorado
$21.3M -$364K 17 2.11% Reduced
1511
La Financiere de L'Echiquier
La Financiere de L'Echiquier
France
$21.3M +$5.93M 2 15% Increased
1512
Sonora Investment Management
Sonora Investment Management
Arizona
$21.3M +$2.37M 8 3.69% Increased
1513
Oxbow Advisors
Oxbow Advisors
Texas
$21.2M -$1.72M 6 4.04% Reduced
1514
M
MOTCO
Texas
$21.2M -$1.42M 8 2.17% Reduced
1515
Addenda Capital
Addenda Capital
Quebec, Canada
$21.2M -$100K 3 1.48% Reduced
1516
TCOT
Trust Company of Toledo
Ohio
$21.2M +$84.1K 7 5.39% Increased
1517
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$21.2M +$1.33M 6 3.96% Increased
1518
BAC
Boys Arnold & Co
North Carolina
$21.1M -$2.07M 8 3.36% Reduced
1519
FBP
Flippin Bruce & Porter
Virginia
$21.1M -$438K 2 4.63% Reduced
1520
CCM
Cohen Capital Management
California
$21M +$1.57M 6 5.1% Increased
1521
Gratus Capital
Gratus Capital
Georgia
$21M +$151K 4 2.92% Increased
1522
FIM
Freedom Investment Management
Connecticut
$21M +$1.84M 11 1.15% Increased
1523
JAM
JCIC Asset Management
Ontario, Canada
$21M -$449K 3 7.15% Reduced
1524
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$21M +$6.69M 3 5.77% Increased
1525
GJCM
Grand Jean Capital Management
California
$21M +$359K 4 7.52% Increased