← 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
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$16.3M -$482K 6 5.97% Reduced
2552
AP
Arlington Partners
Alabama
$16.3M +$356K 8 2.58% Increased
2553
GCMG
Gyroscope Capital Management Group
Florida
$16.3M +$2.19M 7 4.93% Increased
2554
Prospector Partners
Prospector Partners
Connecticut
$16.3M -$1.97M 4 2.23% Reduced
2555
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$16.3M -$286K 7 7.61% Reduced
2556
CIM
CIM Investment Management
Pennsylvania
$16.2M -$409K 8 6.39% Reduced
2557
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$16.2M -$387K 6 3.67% Reduced
2558
Caxton Associates (New York)
Caxton Associates (New York)
New York
$16.2M -$35.3M 7 1.08% Reduced
2559
Sender Company & Partners
Sender Company & Partners
New York
$16.2M +$14.3M 4 21.23% Increased
2560
Lavaca Capital
Lavaca Capital
Texas
$16.2M +$4.4M 6 5.04% Increased
2561
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$16.2M -$1.91M 6 8.36% Reduced
2562
Fairfield Financial Advisors
Fairfield Financial Advisors
Massachusetts
$16.1M -$993K 8 7.4% Reduced
2563
Trust Company of Kansas
Trust Company of Kansas
Kansas
$16.1M -$177K 5 10.44% Reduced
2564
Aries Wealth Management
Aries Wealth Management
Maine
$16.1M +$168K 7 6.95% Increased
2565
Huber Capital Management
Huber Capital Management
California
$16.1M +$349K 3 4.07% Increased
2566
Ascent Wealth Partners
Ascent Wealth Partners
New York
$16.1M -$260K 4 3.47% Reduced
2567
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$16.1M +$3.53M 10 4.64% Increased
2568
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$16M -$435K 6 3.82% Reduced
2569
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$16M -$273K 6 12.08% Reduced
2570
HBW Advisory Services
HBW Advisory Services
California
$16M +$2.53M 7 4.21% Increased
2571
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$16M +$970K 6 4.74% Increased
2572
Bancreek Capital Management
Bancreek Capital Management
California
$16M +$2.62M 3 12.93% Increased
2573
Palogic Value Management
Palogic Value Management
Texas
$15.9M +$16.3M 7 8.32% New
2574
Deepwater Asset Management
Deepwater Asset Management
Minnesota
$15.9M +$17.9M 3 9.03% New
2575
Accuvest Global Advisors
Accuvest Global Advisors
Utah
$15.9M +$9.5M 4 5.28% Increased