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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
1851
Savant Capital
Savant Capital
Illinois
$15.8M +$179K 8 3.33% Increased
1852
NTV Asset Management
NTV Asset Management
West Virginia
$15.8M -$120K 7 4.4% Reduced
1853
Choreo LLC
Choreo LLC
Illinois
$15.8M +$793K 7 1.91% Increased
1854
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$15.8M -$154K 5 6.19% Reduced
1855
Covenant Asset Management
Covenant Asset Management
New Jersey
$15.8M +$114K 5 9.16% Increased
1856
Pegasus Partners
Pegasus Partners
Wisconsin
$15.7M +$514K 7 3.23% Increased
1857
Shelter Insurance Retirement Plan
Shelter Insurance Retirement Plan
Missouri
$15.7M $0 2 6.93% Maintained
1858
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$15.7M +$1.39M 6 6.55% Increased
1859
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$15.7M -$516K 5 2.62% Reduced
1860
Joel Isaacson & Co
Joel Isaacson & Co
New York
$15.6M +$579K 8 2.71% Increased
1861
Hilton Capital Management
Hilton Capital Management
New York
$15.6M -$622K 4 2.36% Reduced
1862
MKC
M. Kraus & Co
Vermont
$15.6M +$1.02M 3 9.43% Increased
1863
Lafayette Investments
Lafayette Investments
Maryland
$15.5M -$839K 3 5.55% Reduced
1864
PWW
Pettyjohn Wood & White
Virginia
$15.5M -$1.01M 5 5.57% Reduced
1865
TBA
Train Babcock Advisors
New York
$15.4M -$2.13M 5 6.81% Reduced
1866
Sheffield Asset Management
Sheffield Asset Management
Illinois
$15.4M -$8.37M 1 6.04% Reduced
1867
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$15.4M -$5.78M 1 4.89% Reduced
1868
Northern Capital Management (Wisconsin)
Northern Capital Management (Wisconsin)
Wisconsin
$15.4M +$307K 4 3.98% Increased
1869
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$15.4M -$110K 6 3.22% Reduced
1870
Vicus Capital
Vicus Capital
Pennsylvania
$15.4M -$455K 7 2.69% Reduced
1871
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$15.4M $0 7 7.33% Maintained
1872
BIM
Bridgecreek Investment Management
Oklahoma
$15.4M +$426K 3 3.61% Increased
1873
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
$15.3M +$645K 6 1.66% Increased
1874
Martin Investment Management
Martin Investment Management
Florida
$15.3M $0 3 4.28% Maintained
1875
Arcadia Investment Management
Arcadia Investment Management
Michigan
$15.3M +$869K 6 4.29% Increased