← All themes

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
2476
AOWM
Alpha Omega Wealth Management
Virginia
$45.6M -$746K 6 6.95% Reduced
2477
ICP
Interchange Capital Partners
Pennsylvania
$45.6M +$13.5M 14 8.57% Increased
2478
FMB
Field & Main Bank
Kentucky
$45.5M +$486K 7 9.39% Increased
2479
AF
AGP Franklin
Tennessee
$45.5M +$5.8M 8 19.74% Increased
2480
TBT
Texas Bank & Trust
Texas
$45.5M +$802K 8 14.91% Increased
2481
WAG
Winthrop Advisory Group
Massachusetts
$45.5M +$2.07M 7 3.06% Increased
2482
EI
Ellevest Inc
New York
$45.4M +$3.73M 10 5.36% Increased
2483
SEEDPG
S.E.E.D. Planning Group
New York
$45.4M -$5.88M 5 11.99% Reduced
2484
FIM
FWL Investment Management
Texas
$45.4M -$2.66M 9 8.34% Reduced
2485
GCM
GoodHaven Capital Management
New Jersey
$45.4M $0 2 14.29% Maintained
2486
TPCM
Two Point Capital Management
New York
$45.4M -$4.82M 4 18.28% Reduced
2487
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$45.4M +$1.22M 8 1.07% Increased
2488
Blackhill Capital
Blackhill Capital
New Jersey
$45.3M $0 4 1.88% Maintained
2489
Twin Tree Management
Twin Tree Management
Texas
$45.3M +$29.4M 9 0.85% Increased
2490
GIP
Gavilan Investment Partners
California
$45.3M -$10M 1 11.02% Reduced
2491
NA
Nordwand Advisors
Pennsylvania
$45.3M +$1.08M 6 6.94% Increased
2492
BONH
Bank of New Hampshire
New Hampshire
$45.2M -$1.51M 10 9.44% Reduced
2493
SC
Sawyer & Company
Massachusetts
$45.2M +$466K 6 15.19% Increased
2494
Facet Wealth Inc
Facet Wealth Inc
Maryland
$45.2M +$6.94M 7 0.65% Increased
2495
EP
Edgestream Partners
New Jersey
$45.1M +$1.02M 14 1.34% Increased
2496
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$45.1M -$196K 5 8.62% Reduced
2497
SFG
Sovereign Financial Group
Connecticut
$45.1M -$1.55M 6 6.9% Reduced
2498
HL
HeadInvest LLC
Maine
$45.1M +$50.2K 6 8.41% Increased
2499
DA
DCF Advisers
Connecticut
$45.1M +$8.08M 5 7.97% Increased
2500
AQR Arbitrage
AQR Arbitrage
Connecticut
$45.1M +$38.3M 1 0.64% Increased