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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
1601
Spinnaker Trust
Spinnaker Trust
Maine
$12.7M +$491K 5 1.75% Increased
1602
TCM
Texan Capital Management
Texas
$12.7M -$296K 5 5.81% Reduced
1603
ARMC
American Research & Management Company
Massachusetts
$12.6M +$879K 7 4.86% Increased
1604
SM
Selkirk Management
New Jersey
$12.6M +$1.57M 2 7.62% Increased
1605
Grassi Investment Management
Grassi Investment Management
California
$12.6M +$1.83M 6 2.39% Increased
1606
Transamerica Financial Advisors
Transamerica Financial Advisors
Florida
$12.6M +$37K 4 1.27% Increased
1607
PTB
Pioneer Trust Bank
Oregon
$12.6M -$905K 5 7.65% Reduced
1608
Linscomb Wealth
Linscomb Wealth
Texas
$12.6M -$358K 6 1.27% Reduced
1609
RBF Capital
RBF Capital
California
$12.6M -$2.24M 6 2.5% Reduced
1610
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$12.6M -$604K 3 7.72% Reduced
1611
Snow Capital Management
Snow Capital Management
Pennsylvania
$12.6M -$8.35M 2 0.59% Reduced
1612
Avalon Global Asset Management
Avalon Global Asset Management
California
$12.5M $0 3 7.24% Maintained
1613
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$12.5M +$1.08M 5 4.83% Increased
1614
OSNBOA
Old Second National Bank of Aurora
Illinois
$12.5M +$106K 8 5.83% Increased
1615
Aviance Capital Partners
Aviance Capital Partners
Florida
$12.5M -$337K 6 4.61% Reduced
1616
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$12.5M +$242K 5 4.38% Increased
1617
Whitney & Co
Whitney & Co
New York
$12.5M +$905K 5 5.08% Increased
1618
CIBC Bank USA
CIBC Bank USA
Illinois
$12.5M +$771K 6 1.94% Increased
1619
RAA
RWC Asset Advisors
Florida
$12.5M +$717K 1 9.31% Increased
1620
LIM
Lathrop Investment Management
Arkansas
$12.5M +$171K 1 3.87% Increased
1621
Evanson Asset Management
Evanson Asset Management
California
$12.4M -$285K 6 3.76% Reduced
1622
LGC
Laurel Grove Capital
California
$12.4M -$1.47M 5 7.48% Reduced
1623
ID
Integral Derivatives
New York
$12.4M +$2.89M 7 0.3% Increased
1624
CCM
Compton Capital Management
Rhode Island
$12.4M +$623K 8 6.93% Increased
1625
Bellecapital
Bellecapital
Switzerland
$12.4M +$1.93M 6 13.58% Increased