← 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
2501
Main Street Financial Solutions
Main Street Financial Solutions
Pennsylvania
$30.3M +$669K 8 3.24% Increased
2502
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$30.3M -$1.08M 7 5.44% Reduced
2503
Monarch Capital Management
Monarch Capital Management
Indiana
$30.3M +$134K 5 8.55% Increased
2504
Freedom Investment Management
Freedom Investment Management
Connecticut
$30.2M +$683K 11 2.42% Increased
2505
Eastover Investment Advisors
Eastover Investment Advisors
North Carolina
$30.2M -$1.16M 3 14.78% Reduced
2506
JB Capital
JB Capital
Connecticut
$30.2M +$98.6K 7 2.01% Increased
2507
Blue Investment Partners
Blue Investment Partners
California
$30.2M +$642K 5 15.72% Increased
2508
Carlson Capital
Carlson Capital
Texas
$30.1M -$28.2M 2 2.44% Reduced
2509
Brick & Kyle Associates
Brick & Kyle Associates
Pennsylvania
$30.1M -$159K 4 13.35% Reduced
2510
Stablepoint Partners
Stablepoint Partners
Massachusetts
$30.1M +$5.52M 8 6.1% Increased
2511
Shay Capital
Shay Capital
New York
$30.1M +$10.1M 9 4.68% Increased
2512
Marshall & Sullivan
Marshall & Sullivan
Washington
$30.1M -$346K 4 14.88% Reduced
2513
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.1M -$186K 7 3.68% Reduced
2514
DI
Diligent Investors
California
$29.9M +$523K 5 7.5% Increased
2515
Nikulski Financial
Nikulski Financial
Iowa
$29.9M +$1.47M 3 9.9% Increased
2516
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$29.8M +$143K 9 10.13% Increased
2517
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$29.8M +$5.17M 4 9.37% Increased
2518
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$29.8M +$249K 6 13.51% Increased
2519
Daventry Group
Daventry Group
New York
$29.8M -$969K 1 11.9% Reduced
2520
Blueprint Investment Partners
Blueprint Investment Partners
North Carolina
$29.7M -$128K 6 5.87% Reduced
2521
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$29.7M +$13.3M 6 4.34% Increased
2522
Buckhead Capital Management
Buckhead Capital Management
Georgia
$29.7M +$1.14M 6 10.05% Increased
2523
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$29.7M -$789K 6 9.5% Reduced
2524
Hourglass Capital
Hourglass Capital
Texas
$29.7M -$178K 7 8.94% Reduced
2525
Incline Global Management
Incline Global Management
New York
$29.6M +$12M 2 9.41% Increased