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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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$35.7M -$1.51M 5 1.06% Reduced
1502
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$35.7M +$17.5M 5 11.67% Increased
1503
WDA
Wendell David Associates
New Hampshire
$35.7M +$397K 5 6.04% Increased
1504
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$35.7M +$1.52M 8 2.5% Increased
1505
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$35.7M -$1.63M 7 6.73% Reduced
1506
First Interstate Bank
First Interstate Bank
Montana
$35.6M +$783K 7 8.91% Increased
1507
Lucia Wealth Services
Lucia Wealth Services
California
$35.6M +$5.12M 8 11.77% Increased
1508
Torray Investment Partners
Torray Investment Partners
Maryland
$35.5M +$737K 5 7.85% Increased
1509
Kingstown Capital Management
Kingstown Capital Management
New York
$35.5M -$16M 1 5.45% Reduced
1510
NBT Bank
NBT Bank
New York
$35.5M -$1.18M 6 7.25% Reduced
1511
AMCA
Arthur M. Cohen & Associates
Illinois
$35.4M -$101K 5 14.07% Reduced
1512
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$35.4M +$14.4M 5 14.07% Increased
1513
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$35.4M -$247K 16 3.48% Reduced
1514
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$35.4M -$1.11M 5 15.91% Reduced
1515
Stewart & Patten Company
Stewart & Patten Company
California
$35.4M -$2.45M 5 7.71% Reduced
1516
Transform Wealth
Transform Wealth
Colorado
$35.4M -$3.38M 4 7.54% Reduced
1517
TCOT
Trust Company of Toledo
Ohio
$35.3M +$1.59M 6 9.74% Increased
1518
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$35.3M +$1.89M 7 3.36% Increased
1519
Simplex Trading
Simplex Trading
Illinois
$35.3M -$106M 17 0.06% Reduced
1520
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$35.3M +$1.88M 7 7.93% Increased
1521
NAM
North American Management
Massachusetts
$35.3M -$3.96M 5 6.39% Reduced
1522
Capco Asset Management
Capco Asset Management
Florida
$35.3M +$2.26M 2 16.72% Increased
1523
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$35.2M -$5.62M 4 1.05% Reduced
1524
Prelude Capital Management
Prelude Capital Management
New York
$35.1M +$14M 17 2.35% Increased
1525
PAM
Premier Asset Management
Illinois
$35M +$4M 6 14.69% Increased