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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
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$32.9M -$3.97M 8 6.45% Reduced
1502
WDA
Wendell David Associates
New Hampshire
$32.9M +$1.18M 6 4.81% Increased
1503
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$32.8M -$553K 13 5.45% Reduced
1504
Winslow Evans & Crocker
Winslow Evans & Crocker
Massachusetts
$32.8M -$863K 17 9.17% Reduced
1505
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$32.8M -$11.9K 7 5.83% Reduced
1506
Wright Investors Service
Wright Investors Service
Connecticut
$32.8M +$353K 6 11.77% Increased
1507
Diversified Trust
Diversified Trust
Tennessee
$32.8M +$3.42M 10 1.54% Increased
1508
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$32.7M -$118K 2 9.04% Reduced
1509
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$32.7M +$1.09M 6 7.03% Increased
1510
Willis Investment Counsel
Willis Investment Counsel
Georgia
$32.7M -$876K 1 2.19% Reduced
1511
CANC
Culbertson A N & Co
Virginia
$32.4M -$39.5K 6 8.86% Reduced
1512
Seafarer Capital Partners
Seafarer Capital Partners
California
$32.4M $0 1 61.26% Maintained
1513
CCM
Cohen Capital Management
California
$32.4M +$2.21M 6 7.45% Increased
1514
MIG Capital
MIG Capital
California
$32.4M $0 1 4.19% Maintained
1515
RiverPark Advisors
RiverPark Advisors
New York
$32.4M +$4.69M 6 14.77% Increased
1516
Campbell Capital Management
Campbell Capital Management
Florida
$32.4M -$86K 5 24.09% Reduced
1517
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$32.3M +$433K 5 6% Increased
1518
Check Capital Management
Check Capital Management
California
$32.3M -$44.9K 2 1.7% Reduced
1519
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$32.2M +$10.7M 7 3.28% Increased
1520
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$32M -$540K 6 4.42% Reduced
1521
Linscomb Wealth
Linscomb Wealth
Texas
$32M +$529K 6 2.57% Increased
1522
Peak Asset Management
Peak Asset Management
Colorado
$31.9M -$458K 6 10.43% Reduced
1523
MRCM
M&R Capital Management
New Jersey
$31.9M -$2.66M 9 7.4% Reduced
1524
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$31.8M -$474K 3 4.98% Reduced
1525
Mid Atlantic Financial Management
Mid Atlantic Financial Management
Pennsylvania
$31.7M -$2.3M 10 3.39% Reduced