← 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
SPC
Stony Point Capital
New York
$11.2M -$769K 2 9.63% Reduced
2527
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$11.2M -$750K 6 7.91% Reduced
2528
Neumann Capital Management
Neumann Capital Management
California
$11.2M -$51.1K 4 8.14% Reduced
2529
Point View Wealth Management
Point View Wealth Management
New Jersey
$11.2M +$441K 7 6.12% Increased
2530
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$11.1M +$187K 2 0.95% Increased
2531
Chesapeake Wealth Management
Chesapeake Wealth Management
Virginia
$11.1M +$65.7K 8 5.13% Increased
2532
Lafayette Investments
Lafayette Investments
Maryland
$11.1M -$928K 4 5.34% Reduced
2533
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$11.1M -$1.01M 5 7.42% Reduced
2534
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$11.1M +$25.6K 5 11.16% Increased
2535
Harrell Investment Partners
Harrell Investment Partners
Texas
$11.1M +$369K 4 6.03% Increased
2536
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$11.1M +$324K 6 6.5% Increased
2537
NewFocus Financial Group
NewFocus Financial Group
Washington
$11M -$776K 5 5.09% Reduced
2538
Capula Management
Capula Management
Cayman Islands
$11M +$7.31M 5 0.4% Increased
2539
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$11M +$1.94M 5 5.47% Increased
2540
Van Leeuwen & Company
Van Leeuwen & Company
New Jersey
$11M +$2.36M 4 10.55% Increased
2541
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$11M +$677K 7 5.32% Increased
2542
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$11M +$107K 5 11.4% Increased
2543
Angeles Investment Advisors
Angeles Investment Advisors
California
$10.9M -$370K 5 2.95% Reduced
2544
Aspen Investment Management
Aspen Investment Management
Michigan
$10.9M +$3.7M 5 9.48% Increased
2545
AIM
Axiom Investment Management
New York
$10.9M +$931K 7 19.36% Increased
2546
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$10.9M +$1.19M 15 6.96% Increased
2547
IBOK
Independence Bank of Kentucky
Kentucky
$10.9M +$93.2K 7 8.57% Increased
2548
CQS (US)
CQS (US)
New York
$10.9M -$56.7M 1 0.8% Reduced
2549
HIS
Horizon Investment Services
Indiana
$10.9M -$414K 5 9.67% Reduced
2550
Brandywine Trust
Brandywine Trust
Delaware
$10.9M $0 3 7.36% Maintained