← 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
2551
Marshall & Sullivan
Marshall & Sullivan
Washington
$23.2M -$1.34M 4 12.96% Reduced
2552
Selway Asset Management
Selway Asset Management
$23.2M +$269K 4 11.23% Increased
2553
Great Diamond Partners
Great Diamond Partners
Maine
$23.2M -$740K 7 6.46% Reduced
2554
AIA
AIMZ Investment Advisors
California
$23.2M -$616K 7 9.52% Reduced
2555
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana)
Louisiana
$23.2M -$150K 3 8.62% Reduced
2556
Bienville Capital Management
Bienville Capital Management
New York
$23.1M +$3.07M 5 11.34% Increased
2557
Moseley Investment Management
Moseley Investment Management
Florida
$23.1M -$1.54M 8 12.5% Reduced
2558
Allred Capital Management
Allred Capital Management
Texas
$23.1M -$1.45M 6 12.21% Reduced
2559
Ravenstone Capital Management
Ravenstone Capital Management
$23.1M +$1.01M 4 16.06% Increased
2560
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$23.1M +$6.5M 4 9.61% Increased
2561
Benedict Financial Advisors
Benedict Financial Advisors
Georgia
$23.1M -$427K 3 6.16% Reduced
2562
Hourglass Capital
Hourglass Capital
Texas
$23.1M -$480K 6 7.2% Reduced
2563
WBH Advisory
WBH Advisory
Maryland
$23M -$800K 6 2.83% Reduced
2564
Audent Global Asset Management
Audent Global Asset Management
California
$23M -$3.35M 3 12.61% Reduced
2565
Oak Grove Capital
Oak Grove Capital
New Hampshire
$23M +$259K 4 4.66% Increased
2566
Malaga Cove Capital
Malaga Cove Capital
California
$23M +$913K 14 10.44% Increased
2567
TFG Asset Management
TFG Asset Management
Cayman Islands
$22.9M +$25.4M 1 1.04% Increased
2568
Lynch Asset Management
Lynch Asset Management
Pennsylvania
$22.9M +$619K 7 16.37% Increased
2569
Bill Few Associates
Bill Few Associates
Pennsylvania
$22.9M +$559K 6 12.47% Increased
2570
Tsai Capital
Tsai Capital
New York
$22.9M +$35K 3 17.56% Increased
2571
LA
Latitude Advisors
Florida
$22.9M +$7.1M 6 5.15% Increased
2572
CIA
Citadel Investment Advisory
Ohio
$22.9M +$493K 6 13.29% Increased
2573
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$22.9M -$1.11M 5 4.66% Reduced
2574
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$22.9M -$687K 4 2.28% Reduced
2575
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Virginia
$22.8M -$2.35M 3 9.15% Reduced