← 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
AW
Atlas Wealth
Ohio
$19.4M -$190K 6 3.8% Reduced
2527
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$19.4M -$1.04M 8 3.74% Reduced
2528
IAS
Investment Advisory Services
Texas
$19.3M -$200K 5 9.53% Reduced
2529
C2C Wealth Management
C2C Wealth Management
Arizona
$19.3M +$3.64M 7 3.12% Increased
2530
Lavaca Capital
Lavaca Capital
Texas
$19.3M +$1.11M 6 4.04% Increased
2531
3G Capital Partners
3G Capital Partners
New York
$19.3M +$7.6M 2 25.1% Increased
2532
OCMI
Oaktop Capital Management II
New Jersey
$19.3M $0 1 3.24% Maintained
2533
Carderock Capital Management
Carderock Capital Management
Maryland
$19.3M -$256K 4 6.72% Reduced
2534
Lafayette Investments
Lafayette Investments
Maryland
$19.3M +$2.01M 4 5.34% Increased
2535
Bangor Savings Bank
Bangor Savings Bank
Maine
$19.2M -$249K 12 2.27% Reduced
2536
SF
Symphony Financial
Texas
$19.2M -$3.49M 6 4.98% Reduced
2537
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$19.2M +$39.8K 7 8.98% Increased
2538
Security Benefit Life Insurance Company
Security Benefit Life Insurance Company
Kansas
$19.2M +$3.76M 1 2.22% Increased
2539
Delta Financial Advisors
Delta Financial Advisors
Louisiana
$19.2M -$159K 5 9.25% Reduced
2540
Huber Capital Management
Huber Capital Management
California
$19.2M -$24K 3 4.74% Reduced
2541
SAM
Security Asset Management
New York
$19.1M -$1.9M 4 11.2% Reduced
2542
BE
Bonness Enterprises
District of Columbia
$19.1M -$1.2M 4 8.52% Reduced
2543
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$19.1M -$660K 5 3.67% Reduced
2544
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$19.1M -$2.3M 6 32.39% Reduced
2545
WA
WealthTrust Axiom
Pennsylvania
$19.1M +$157K 6 6.52% Increased
2546
Cadinha & Co
Cadinha & Co
Hawaii
$19.1M -$10.2M 4 5.26% Reduced
2547
CFMC
Curbstone Financial Management Corp
New Hampshire
$19.1M +$115K 5 4.65% Increased
2548
Goodman Financial
Goodman Financial
Texas
$19.1M +$1.69M 3 5.54% Increased
2549
Poehling Capital Management
Poehling Capital Management
Wisconsin
$19.1M +$2.7M 5 6.43% Increased
2550
Ignite Planners
Ignite Planners
California
$19.1M +$348K 7 7.84% Increased