← 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
2601
BFA
Buttonwood Financial Advisors
Maryland
$41.6M +$997K 5 12.65% Increased
2602
LG
Leuthold Group
Minnesota
$41.6M -$1.86M 3 4.18% Reduced
2603
FAL
Focused Alpha LLC
Colorado
$41.5M +$2.85M 7 10.65% Increased
2604
TPI
Trust Point Inc
Wisconsin
$41.5M -$3.45M 7 3.52% Reduced
2605
FFS
Fischer Financial Services
Pennsylvania
$41.4M +$6.41M 4 10.41% Increased
2606
AWM
Aries Wealth Management
Maine
$41.4M +$17K 8 8.12% Increased
2607
DAMU
Deltroit Asset Management (UK)
$41.3M +$18.9M 1 5.95% Increased
2608
BCM
Berbice Capital Management
New York
$41.3M +$401K 5 21.39% Increased
2609
BRM
Boston Research & Management
Massachusetts
$41.3M -$338K 6 9.13% Reduced
2610
PP
Pacifica Partners
Canada
$41.3M -$611K 8 12.46% Reduced
2611
BB
Berkshire Bank
Massachusetts
$41.3M -$2.43M 6 7.87% Reduced
2612
FIC
FCG Investment Company
Tennessee
$41.3M +$7.21M 5 14.27% Increased
2613
ML
McAdam LLC
Pennsylvania
$41.2M +$1.16M 12 1.59% Increased
2614
KFBMI
Kentucky Farm Bureau Mutual Insurance
Kentucky
$41.2M $0 3 11.43% Maintained
2615
RFA
Resurgent Financial Advisors
Georgia
$41.2M +$7.93M 8 11.46% Increased
2616
CIM
Cambria Investment Management
California
$41.2M +$19.5M 11 2.04% Increased
2617
AC
Addison Capital
Pennsylvania
$41.1M +$32.6K 5 6.74% Increased
2618
V
VeraBank
Texas
$41M -$1.83M 6 6.79% Reduced
2619
1W
1776 Wealth
Georgia
$40.9M -$75.5K 7 14.43% Reduced
2620
CIA
Citadel Investment Advisory
Ohio
$40.9M -$170K 6 18.58% Reduced
2621
RA
Range Advisory
Virginia
$40.9M +$11.6M 10 4.87% Increased
2622
TEC
Tensor Edge Capital
Massachusetts
$40.9M +$23.8M 1 2.71% Increased
2623
GIPM
G2 Investment Partners Management
New York
$40.8M +$22.3M 4 7.44% Increased
2624
MWM
Maridea Wealth Management
New York
$40.8M +$9.26M 8 4.42% Increased
2625
RCA
Riverview Capital Advisers
Massachusetts
$40.8M -$1.52M 5 11.7% Reduced