← 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
2626
RVM
Robinson Value Management
Texas
$5.16M -$113K 2 4.52% Reduced
2627
SAM
Seelaus Asset Management
New Jersey
$5.16M +$5M 6 4.47% New
2628
CCA
Covey Capital Advisors
Georgia
$5.13M $0 3 6.79% Maintained
2629
PIM
Profit Investment Management
Maryland
$5.13M -$36.1K 4 3.92% Reduced
2630
Anson Funds Management
Anson Funds Management
Texas
$5.11M -$8.2M 1 3.45% Reduced
2631
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$5.1M -$36.4K 5 5.39% Reduced
2632
QVT Financial
QVT Financial
New York
$5.09M +$5.29M 1 0.29% New
2633
GI
GS Investments
Minnesota
$5.08M +$16.2K 3 3.87% Increased
2634
BA
Baugh & Associates
Georgia
$5.07M +$4.87M 1 4.28% New
2635
GI
Glovista Investments
New Jersey
$5.07M -$7.46M 5 1.01% Reduced
2636
LMAM
Legg Mason Asset Management
Japan
$5.07M -$506K 3 3.05% Reduced
2637
BRC
Bishop Rock Capital
New York
$5.06M -$2.83M 2 4.41% Reduced
2638
PHAM
Palisades Hudson Asset Management
Florida
$5.06M -$48.9K 6 2.78% Reduced
2639
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$5.05M -$9.9K 1 3.41% Reduced
2640
AA
Altman Advisors
Illinois
$5.04M +$4.83M 3 4.39% New
2641
SSW
Smith Shellnut Wilson
Mississippi
$5.04M +$204K 5 4.27% Increased
2642
SXL
Summit X LLC
Missouri
$5.03M +$967K 6 3.19% Increased
2643
EVC
Eidelman Virant Capital
Missouri
$5.02M -$489K 1 2.94% Reduced
2644
Formidable Asset Management
Formidable Asset Management
Ohio
$5.02M -$2.59M 2 2.31% Reduced
2645
AWA
AmeriServ Wealth Advisors
Pennsylvania
$5.01M +$4.68M 4 4.84% New
2646
IP
Investment Partners
Ohio
$5.01M +$613K 4 3.71% Increased
2647
DCM
Delta Capital Management
New Jersey
$5.01M -$63.6K 2 3.12% Reduced
2648
SCM
Southport Capital Management
Tennessee
$5.01M +$1.56M 5 1.9% Increased
2649
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$5M -$296K 13 2.43% Reduced
2650
HAC
Harbor Advisory Corp
New Hampshire
$5M +$4.9M 3 4.78% New