← 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
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$17.2M -$140K 7 11.48% Reduced
2627
RDST Capital
RDST Capital
Washington
$17.2M +$957K 2 12.23% Increased
2628
Abbot Financial Management
Abbot Financial Management
Massachusetts
$17.2M +$88.1K 4 10.4% Increased
2629
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$17.2M -$8.65M 7 3.6% Reduced
2630
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$17.2M -$1.47M 5 10% Reduced
2631
Mount Vernon Associates
Mount Vernon Associates
Maryland
$17.1M +$12.4K 5 20.89% Increased
2632
Kettle Hill Capital Management
Kettle Hill Capital Management
New York
$17.1M -$5.75M 1 4.31% Reduced
2633
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$17.1M +$120K 4 7.91% Increased
2634
Roberts Capital Advisors
Roberts Capital Advisors
Colorado
$17.1M $0 6 23.45% Maintained
2635
Winslow Asset Management
Winslow Asset Management
Ohio
$17.1M -$2.08M 4 4.12% Reduced
2636
Hendley & Co
Hendley & Co
Ohio
$17.1M -$6.47M 2 7.32% Reduced
2637
MIC Capital Management (UK)
MIC Capital Management (UK)
United Kingdom
$17.1M $0 1 3.34% Maintained
2638
SCM
Snowhook Capital Management
New York
$17M +$57.8K 1 7.86% Increased
2639
Corbyn Investment Management
Corbyn Investment Management
Maryland
$17M -$229K 2 6.87% Reduced
2640
Twenty Acre Capital
Twenty Acre Capital
Pennsylvania
$17M +$543K 4 16.98% Increased
2641
CFM
Comprehensive Financial Management
California
$17M +$3.58M 4 0.48% Increased
2642
FNBOMD
First National Bank of Mount Dora
Florida
$17M +$299K 3 5.85% Increased
2643
Surevest
Surevest
California
$17M +$589K 10 4.46% Increased
2644
Affinity Wealth Management
Affinity Wealth Management
Delaware
$17M +$386K 4 3.92% Increased
2645
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$17M -$5.73M 5 4.33% Reduced
2646
RBA Wealth Management
RBA Wealth Management
California
$17M +$1.55M 4 9.42% Increased
2647
KCM
Karp Capital Management
California
$17M -$1.74M 5 3% Reduced
2648
Nadler Financial Group
Nadler Financial Group
Illinois
$17M +$290K 6 3.12% Increased
2649
1776 Wealth
1776 Wealth
Georgia
$16.9M +$676K 5 11.89% Increased
2650
RMSCM
R.M. Sincerbeaux Capital Management
New York
$16.9M $0 2 12.43% Maintained