← 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
2676
Jump Financial
Jump Financial
Illinois
$13.2M +$13.1M 12 2.65% New
2677
Lafayette Investments
Lafayette Investments
Maryland
$13.2M -$614K 4 5.04% Reduced
2678
KMWM
Keudell/Morrison Wealth Management
Oregon
$13.2M -$252K 8 8.46% Reduced
2679
Stamos Capital Partners
Stamos Capital Partners
California
$13.2M +$3.01M 4 4.89% Increased
2680
Front Row Advisors
Front Row Advisors
California
$13.1M -$1.01M 12 6.95% Reduced
2681
Prospector Partners
Prospector Partners
Connecticut
$13.1M -$528K 2 1.97% Reduced
2682
Tranquility Partners
Tranquility Partners
Tennessee
$13.1M -$730K 5 11.13% Reduced
2683
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$13.1M +$1.5M 12 4.41% Increased
2684
FP
Financial Perspectives
Minnesota
$13.1M +$507K 13 8.61% Increased
2685
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$13.1M -$105K 4 7.38% Reduced
2686
Berman Capital Advisors
Berman Capital Advisors
Georgia
$13.1M -$1.39M 20 3.71% Reduced
2687
Titus Wealth Management
Titus Wealth Management
California
$13.1M +$2.52M 7 9.34% Increased
2688
Stolper & Co
Stolper & Co
Oklahoma
$13.1M -$384K 3 8.45% Reduced
2689
ABP
Arthur B. Page
$13.1M -$557K 3 10.83% Reduced
2690
FBT
First Bank & Trust
South Dakota
$13M +$3.12M 9 8.65% Increased
2691
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$13M $0 2 11.89% Maintained
2692
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$13M -$14.3M 2 1.23% Reduced
2693
PC
PA Capital
Virginia
$13M -$635K 7 9.1% Reduced
2694
New Potomac Partners
New Potomac Partners
Maryland
$13M -$173K 6 10.32% Reduced
2695
6 Meridian
6 Meridian
Kansas
$13M +$2.33M 5 1.35% Increased
2696
WrapManager Inc
WrapManager Inc
California
$12.9M +$94.5K 7 4.34% Increased
2697
MCL
MIK Capital LP
New York
$12.9M +$11.6M 1 6.99% New
2698
Clarity Wealth Advisors
Clarity Wealth Advisors
California
$12.9M -$2.26M 6 9.25% Reduced
2699
Wealth Architects
Wealth Architects
California
$12.9M -$2.83M 9 3.5% Reduced
2700
Myriad Asset Management
Myriad Asset Management
Hong Kong
$12.9M +$6.32M 3 2.8% Increased