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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
SignatureFD
SignatureFD
Georgia
$28.8M +$1.73M 16 2.37% Increased
1602
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$28.8M +$209K 16 5.64% Increased
1603
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$28.7M +$1.04M 10 4.66% Increased
1604
Vision Capital Management
Vision Capital Management
Oregon
$28.7M -$480K 3 7.45% Reduced
1605
Hendershot Investments
Hendershot Investments
Virginia
$28.6M +$774K 6 9.15% Increased
1606
Steginsky Capital
Steginsky Capital
New York
$28.6M -$104K 2 17.64% Reduced
1607
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$28.6M -$1.76M 7 6.35% Reduced
1608
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$28.6M +$726K 9 14.52% Increased
1609
Affinity Wealth Management
Affinity Wealth Management
Delaware
$28.6M -$2.26M 4 11.48% Reduced
1610
M
MOTCO
Texas
$28.6M -$1.09M 7 2.56% Reduced
1611
Private Trust Company
Private Trust Company
Ohio
$28.4M -$132K 5 5.61% Reduced
1612
Exchange Capital Management
Exchange Capital Management
Michigan
$28.4M -$452K 5 7.48% Reduced
1613
Citizens Business Bank
Citizens Business Bank
California
$28.4M +$2.91M 7 4.68% Increased
1614
TEC
Tiger Eye Capital
Tennessee
$28.4M -$19M 3 7.44% Reduced
1615
Sitrin Capital Management
Sitrin Capital Management
California
$28.3M -$160K 5 15.47% Reduced
1616
ICM Asset Management
ICM Asset Management
Washington
$28.3M $0 1 21.8% Maintained
1617
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$28.2M +$533K 7 2.7% Increased
1618
LA
Lynch & Associates
Indiana
$28.2M -$183K 3 8.63% Reduced
1619
FBP
Flippin Bruce & Porter
Virginia
$28.2M -$698K 2 5.01% Reduced
1620
Scholtz & Company
Scholtz & Company
Connecticut
$28.1M +$741K 3 18.78% Increased
1621
Capital Growth Management
Capital Growth Management
Massachusetts
$28.1M -$59.5M 1 2.15% Reduced
1622
Ballentine Partners
Ballentine Partners
Massachusetts
$27.9M -$234K 8 1.31% Reduced
1623
Quadrant Capital Group
Quadrant Capital Group
Ohio
$27.9M +$859K 17 4.3% Increased
1624
SC
Saybrook Capital
North Carolina
$27.9M +$98.3K 2 11.78% Increased
1625
Perigon Wealth Management
Perigon Wealth Management
California
$27.9M +$405K 11 6.55% Increased