← 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
Tower View Wealth Management
Tower View Wealth Management
Wisconsin
$10.3M +$1.47M 6 9.34% Increased
2602
PM
Parametrica Management
Hong Kong
$10.3M +$11.3M 8 10.45% New
2603
HCM
Hall Capital Management
Rhode Island
$10.3M -$342K 3 10.57% Reduced
2604
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$10.3M -$247K 9 2.48% Reduced
2605
CMANY
Capital Management Associates (New York)
New York
$10.3M +$1.7M 5 18.62% Increased
2606
MFP
Michael F. Price
$10.3M +$1.94M 2 2.09% Increased
2607
Good Life Advisors
Good Life Advisors
Pennsylvania
$10.3M +$2.33M 7 3.73% Increased
2608
General Equity Holdings
General Equity Holdings
New York
$10.3M +$5.91M 1 6.72% Increased
2609
Parisi Gray Wealth Management
Parisi Gray Wealth Management
New Jersey
$10.3M +$46.2K 6 7.29% Increased
2610
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$10.3M +$578K 11 4.71% Increased
2611
Dendur Capital
Dendur Capital
New York
$10.3M +$10.2M 1 6.54% New
2612
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$10.3M -$632K 2 11.31% Reduced
2613
HCM
Highlander Capital Management
New Jersey
$10.3M -$377K 11 7.39% Reduced
2614
SkyOak Wealth
SkyOak Wealth
Michigan
$10.3M -$3.1M 7 5.25% Reduced
2615
Atlas Principals
Atlas Principals
North Carolina
$10.3M +$1.87M 3 9.75% Increased
2616
Newport Wealth Strategies
Newport Wealth Strategies
California
$10.2M +$614K 4 9.64% Increased
2617
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$10.2M +$2.02M 5 10.65% Increased
2618
Avalon Capital Management
Avalon Capital Management
California
$10.2M -$245K 4 12.15% Reduced
2619
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$10.2M +$4.56M 4 6.48% Increased
2620
Hillman Capital Management
Hillman Capital Management
Maryland
$10.2M -$4.18M 2 9.78% Reduced
2621
Private Harbour Investment Management & Counsel
Private Harbour Investment Management & Counsel
Ohio
$10.2M +$839K 5 12.02% Increased
2622
Nicholas Investment Partners
Nicholas Investment Partners
California
$10.2M -$2.81M 4 1.98% Reduced
2623
Graypoint LLC
Graypoint LLC
New York
$10.2M +$10.8M 6 2.84% New
2624
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$10.2M -$45.8K 4 9.87% Reduced
2625
GS Investments
GS Investments
Minnesota
$10.2M +$631K 5 9.97% Increased