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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
Channing Capital Management
Channing Capital Management
Illinois
$15.1M -$4.41M 3 0.53% Reduced
1602
Spinnaker Trust
Spinnaker Trust
Maine
$15M +$315K 6 2.02% Increased
1603
Roundview Capital
Roundview Capital
New Jersey
$15M +$1.19M 6 4.82% Increased
1604
CBT
Central Bank & Trust
Kentucky
$15M +$4.64M 7 4.01% Increased
1605
Cumberland Partners
Cumberland Partners
Ontario, Canada
$15M -$484K 1 2.28% Reduced
1606
Toth Financial Advisory
Toth Financial Advisory
Virginia
$14.9M +$329K 5 4.29% Increased
1607
Private Trust Company
Private Trust Company
Ohio
$14.9M +$5.11K 4 3.57% Increased
1608
WKWM
Walter & Keenan Wealth Management
Indiana
$14.9M +$55.7K 5 7.92% Increased
1609
Linscomb Wealth
Linscomb Wealth
Texas
$14.9M +$165K 6 1.38% Increased
1610
SFSIG
San Francisco Sentry Investment Group
California
$14.9M -$24.9K 6 8.6% Reduced
1611
Fagan Associates
Fagan Associates
New York
$14.8M +$1.91M 4 8.58% Increased
1612
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$14.8M -$50.4K 5 8.04% Reduced
1613
LKIM
Lawson Kroeker Investment Management
Nebraska
$14.8M -$3.52M 4 5.09% Reduced
1614
PBT
Pictet Bank & Trust
Bahamas
$14.8M -$384K 4 4.98% Reduced
1615
MFS
Monetta Financial Services
Illinois
$14.8M +$784K 4 9.1% Increased
1616
AAA
Adams Asset Advisors
Texas
$14.7M -$740K 4 1.94% Reduced
1617
Transamerica Financial Advisors
Transamerica Financial Advisors
Florida
$14.7M -$1.04M 3 1.75% Reduced
1618
YWP
YorkBridge Wealth Partners
New York
$14.7M +$14.7M 14 8.66% New
1619
CMG
Cavalry Management Group
California
$14.6M +$9.34M 2 9.67% Increased
1620
Ballentine Partners
Ballentine Partners
Massachusetts
$14.6M +$1.07M 8 1.13% Increased
1621
PVH
Psagot Value Holdings
Israel
$14.6M -$1.49M 5 0.63% Reduced
1622
MCA
Morris Capital Advisors
Pennsylvania
$14.6M -$2.23M 4 10.16% Reduced
1623
GW & Wade
GW & Wade
Massachusetts
$14.5M +$322K 6 2.39% Increased
1624
TBA
Train Babcock Advisors
New York
$14.5M -$355K 5 5.97% Reduced
1625
Sandhill Capital Partners
Sandhill Capital Partners
New York
$14.5M +$635K 2 3.98% Increased