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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
1526
Vision Capital Management
Vision Capital Management
Oregon
$30.3M +$6.2K 3 8.19% Increased
1527
GIM
Greylin Investment Management
Virginia
$30.3M -$470K 2 6.52% Reduced
1528
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$30.3M -$1.14M 6 4.47% Reduced
1529
CFIC
City Financial Investment Company
United Kingdom
$30.2M +$3.07M 2 0.98% Increased
1530
Rockland Trust
Rockland Trust
Massachusetts
$30.2M -$2.24M 7 3.69% Reduced
1531
SA
Strategic Advisors
New York
$30.1M +$724K 8 11.01% Increased
1532
Arden Trust
Arden Trust
Delaware
$30.1M -$1.89M 10 4.67% Reduced
1533
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$30.1M -$436K 4 5.98% Reduced
1534
Convergence Investment Partners
Convergence Investment Partners
Florida
$30.1M -$10.8M 9 6.13% Reduced
1535
TCOT
Trust Company of Toledo
Ohio
$30M +$346K 7 7.66% Increased
1536
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$30M -$1.02M 6 8.88% Reduced
1537
CANC
Culbertson A N & Co
Virginia
$29.9M -$190K 6 8.14% Reduced
1538
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$29.8M -$1.29M 6 4.07% Reduced
1539
WAS
Winch Advisory Services
Wisconsin
$29.8M +$1.17M 9 14.99% Increased
1540
Munro Partners
Munro Partners
Australia
$29.8M +$28.6M 3 17.37% New
1541
MIM
Marco Investment Management
Georgia
$29.8M -$1.25M 8 4.24% Reduced
1542
VAS
Valicenti Advisory Services
New York
$29.7M -$4.36M 4 12.9% Reduced
1543
6 Meridian
6 Meridian
Kansas
$29.6M +$11.5M 3 3.04% Increased
1544
FC
Fulcrum Capital
Washington
$29.6M +$1.14M 5 11.55% Increased
1545
Gratus Capital
Gratus Capital
Georgia
$29.6M -$242K 5 4.06% Reduced
1546
Trust Company
Trust Company
Kansas
$29.6M -$95.1K 8 13.34% Reduced
1547
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$29.5M -$1.47M 2 12.33% Reduced
1548
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.5M -$1.18M 10 3.01% Reduced
1549
Foster & Motley
Foster & Motley
Ohio
$29.4M -$538K 4 4.41% Reduced
1550
Linscomb Wealth
Linscomb Wealth
Texas
$29.4M -$191K 6 2.42% Reduced