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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
1951
Selective Wealth Management
Selective Wealth Management
Virginia
$18.9M +$277K 7 25.97% Increased
1952
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$18.9M -$524K 5 5.25% Reduced
1953
Two Sigma Securities
Two Sigma Securities
New York
$18.9M +$14.1M 8 0.17% Increased
1954
Abacus Planning Group
Abacus Planning Group
South Carolina
$18.8M +$1.81M 7 9.33% Increased
1955
CRA Financial Services
CRA Financial Services
New Jersey
$18.8M -$575K 6 11.39% Reduced
1956
Riverstone Advisors
Riverstone Advisors
Texas
$18.8M +$312K 2 14.44% Increased
1957
Rice Partnership
Rice Partnership
Hawaii
$18.8M +$612K 4 11.77% Increased
1958
Mathes Company
Mathes Company
New York
$18.8M +$204K 5 9.69% Increased
1959
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$18.8M -$148K 2 6.37% Reduced
1960
Summit Trail Advisors
Summit Trail Advisors
New York
$18.7M +$778K 6 6.65% Increased
1961
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.6M +$40.3K 9 6.36% Increased
1962
PDT Partners
PDT Partners
New York
$18.6M -$2.44M 3 1.1% Reduced
1963
TLW Wealth Management
TLW Wealth Management
Florida
$18.5M +$225K 3 17.37% Increased
1964
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$18.5M +$134K 5 14.76% Increased
1965
Capital City Trust
Capital City Trust
Florida
$18.5M -$341K 5 8.16% Reduced
1966
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$18.5M +$883K 10 8.19% Increased
1967
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$18.5M +$9.36M 1 8.74% Increased
1968
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$18.5M -$527K 5 4.63% Reduced
1969
Cozad Asset Management
Cozad Asset Management
Illinois
$18.5M +$79K 6 5.34% Increased
1970
PCMK
Paragon Capital Management (Kansas)
Kansas
$18.5M -$3.59M 6 9.68% Reduced
1971
Rock Creek Group
Rock Creek Group
District of Columbia
$18.5M -$106K 4 8.78% Reduced
1972
Icon Advisers
Icon Advisers
Colorado
$18.4M -$5.71M 6 2.72% Reduced
1973
Court Place Advisors
Court Place Advisors
Maryland
$18.4M -$309K 4 7.15% Reduced
1974
HIM
Hotaling Investment Management
Pennsylvania
$18.4M +$215K 4 11.84% Increased
1975
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands
Netherlands
$18.4M $0 3 3.3% Maintained