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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
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$23.1M -$191K 1 4.28% Reduced
1727
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$23.1M +$262K 6 9.88% Increased
1728
VST
Van Strum & Towne
California
$23.1M -$136K 5 17.23% Reduced
1729
CCM
Compton Capital Management
Rhode Island
$23.1M -$910K 8 10.04% Reduced
1730
IFP Advisors
IFP Advisors
Florida
$23M -$37.9M 17 3.14% Reduced
1731
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$23M -$1.45M 3 0.28% Reduced
1732
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$23M -$668K 6 7.69% Reduced
1733
Reinhart Partners
Reinhart Partners
Wisconsin
$22.9M +$1.91M 2 2.14% Increased
1734
GHP Investment Advisors
GHP Investment Advisors
Colorado
$22.8M +$308K 7 2.94% Increased
1735
CCC
Chelsea Counsel Company
California
$22.8M -$210K 6 12.3% Reduced
1736
Tompkins Financial
Tompkins Financial
New York
$22.8M +$190K 9 4.33% Increased
1737
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$22.8M -$118K 5 3.68% Reduced
1738
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$22.7M +$892K 9 3.86% Increased
1739
Schnieders Capital Management
Schnieders Capital Management
California
$22.7M +$343K 7 9.73% Increased
1740
Edgestream Partners
Edgestream Partners
New Jersey
$22.7M -$2.11M 7 3.33% Reduced
1741
CWM
Cornerstone Wealth Management
Missouri
$22.7M +$5.15M 7 2.76% Increased
1742
Fosun International
Fosun International
China
$22.6M -$6.78M 8 1.44% Reduced
1743
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$22.6M -$397K 5 5.97% Reduced
1744
HCR Wealth Advisors
HCR Wealth Advisors
California
$22.6M +$4.8M 7 6.49% Increased
1745
Western Wealth Management
Western Wealth Management
Colorado
$22.6M +$989K 7 5.02% Increased
1746
Atwood & Palmer
Atwood & Palmer
Missouri
$22.5M +$19.9K 6 3.19% Increased
1747
SCP Investment
SCP Investment
California
$22.5M +$1.18M 4 15.07% Increased
1748
Olstein Capital Management
Olstein Capital Management
New York
$22.5M -$11.4M 4 3.71% Reduced
1749
Blume Capital Management
Blume Capital Management
California
$22.5M -$1.36M 7 11.79% Reduced
1750
Strategic Financial Services
Strategic Financial Services
New York
$22.3M -$126K 6 3.09% Reduced