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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
1726
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$20.2M -$2.68M 6 7.32% Reduced
1727
Alley Company
Alley Company
Illinois
$20.2M +$782K 4 6.63% Increased
1728
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$20.1M +$55.7K 1 4.11% Increased
1729
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$20.1M +$589K 1 5.76% Increased
1730
Bath Savings Trust
Bath Savings Trust
Maine
$20.1M +$1.12M 6 4.97% Increased
1731
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$20.1M -$8.68M 4 5.41% Reduced
1732
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$20M +$2.45M 6 2.04% Increased
1733
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$20M +$1.56M 8 4.37% Increased
1734
Edgestream Partners
Edgestream Partners
New Jersey
$20M +$6.06M 6 3.51% Increased
1735
Cypress Asset Management
Cypress Asset Management
Texas
$20M -$946K 5 7.48% Reduced
1736
EFG Asset Management (Americas)
EFG Asset Management (Americas)
Florida
$20M +$3.39M 4 7.19% Increased
1737
Shufro Rose & Co
Shufro Rose & Co
New York
$20M -$368K 5 2.21% Reduced
1738
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$20M +$567K 8 12.1% Increased
1739
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$20M +$5.2M 6 1.26% Increased
1740
Leavell Investment Management
Leavell Investment Management
Alabama
$20M +$801K 7 2.51% Increased
1741
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$19.9M -$2.32M 5 8.75% Reduced
1742
VST
Van Strum & Towne
California
$19.9M -$2.1M 5 16.77% Reduced
1743
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$19.8M -$165K 6 9.55% Reduced
1744
CCC
Chelsea Counsel Company
California
$19.8M -$60.4K 6 12.03% Reduced
1745
Seafarer Capital Partners
Seafarer Capital Partners
California
$19.7M -$510K 1 45.98% Reduced
1746
Atwood & Palmer
Atwood & Palmer
Missouri
$19.7M +$353K 6 3.13% Increased
1747
Tekne Capital Management
Tekne Capital Management
New York
$19.7M -$9.1M 1 9.81% Reduced
1748
Intrust Bank
Intrust Bank
Kansas
$19.7M -$450K 6 5.72% Reduced
1749
Sandler Capital Management
Sandler Capital Management
New York
$19.7M -$8.59M 2 1.67% Reduced
1750
Eventide Asset Management
Eventide Asset Management
Massachusetts
$19.6M +$17.9M 1 0.87% New