← 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
2526
FM
Forward Management
California
$2.08M -$301K 1 0.18% Reduced
2527
VCAM
Valentine Capital Asset Management
California
$2.07M -$216K 7 2.31% Reduced
2528
TL
TowerView LLC
New York
$2.06M +$703K 1 1.1% Increased
2529
VCM
Vigilant Capital Management
Maine
$2.06M -$173K 7 0.42% Reduced
2530
CFA
Capstone Financial Advisors
Illinois
$2.06M -$167K 4 0.73% Reduced
2531
LCM
Landscape Capital Management
New Jersey
$2.05M -$35M 3 0.26% Reduced
2532
NYLT
New York Life Trust
New York
$2.04M -$53K 9 8.74% Reduced
2533
SCG
Sonata Capital Group
Washington
$2.03M $0 2 1.79% Maintained
2534
GHAM
Gilman Hill Asset Management
Connecticut
$2.03M +$843K 4 0.98% Increased
2535
KAM
Keeley Asset Management
Illinois
$2.03M +$1.93M 1 0.06% New
2536
WCM
Waterstone Capital Management
Minnesota
$2.03M -$2.11M 1 1.38% Reduced
2537
HCM
HM Capital Management
Missouri
$2.03M +$844K 2 2.15% Increased
2538
KS
Karpas Strategies
Connecticut
$2.03M +$1.68K 2 1.07% Increased
2539
BWM
Baystate Wealth Management
Massachusetts
$2.03M +$624K 5 0.43% Increased
2540
BMCM
Black Maple Capital Management
Wisconsin
$1.97M +$1.87M 1 2% New
2541
EP
Elkhorn Partners
Nebraska
$1.96M -$454K 2 1.17% Reduced
2542
IFS
Ifrah Financial Services
Arkansas
$1.96M +$82.3K 3 0.78% Increased
2543
SJL
Shayne & Jacobs LLC
Tennessee
$1.96M +$632K 2 1.87% Increased
2544
DVM
Dreman Value Management
Florida
$1.96M -$2.85M 4 0.59% Reduced
2545
CAM
CMT Asset Management
Illinois
$1.95M +$1.87M 3 0.1% New
2546
IAMOG
Investors Asset Management of Georgia
Georgia
$1.94M +$401K 3 1.63% Increased
2547
NVIM
New Vernon Investment Management
Illinois
$1.93M $0 1 1.47% Maintained
2548
Brookstone Capital Management
Brookstone Capital Management
Illinois
$1.93M -$27.6K 5 0.37% Reduced
2549
Algert Global
Algert Global
California
$1.93M +$1.2M 4 0.9% Increased
2550
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$1.93M +$326K 2 1.29% Increased