← 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
2701
CIM
CIM Investment Management
Pennsylvania
$19.9M -$545K 7 6.77% Reduced
2702
Transatlantique Private Wealth
Transatlantique Private Wealth
New York
$19.8M -$89.8K 5 10.34% Reduced
2703
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors
Washington
$19.8M -$901K 8 6.47% Reduced
2704
Hendley & Co
Hendley & Co
Ohio
$19.8M +$1.17K 2 8.2% Increased
2705
Moseley Investment Management
Moseley Investment Management
Florida
$19.8M -$304K 6 11.54% Reduced
2706
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$19.8M +$7.28M 3 0.41% Increased
2707
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$19.8M +$6.17M 12 2.05% Increased
2708
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$19.7M -$2.46M 6 4.27% Reduced
2709
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$19.7M -$1.21M 6 3.67% Reduced
2710
American Investment Services
American Investment Services
Massachusetts
$19.7M -$8.37M 4 4% Reduced
2711
RDA Financial Network
RDA Financial Network
Iowa
$19.7M +$927K 6 8.29% Increased
2712
FCA
FLC Capital Advisors
California
$19.7M +$633K 5 5.76% Increased
2713
FBT
First Bank & Trust
South Dakota
$19.7M +$1.12M 6 4.99% Increased
2714
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$19.7M -$1.44M 4 12.73% Reduced
2715
Formidable Asset Management
Formidable Asset Management
Ohio
$19.6M -$1.84M 6 4.28% Reduced
2716
Stamos Capital Partners
Stamos Capital Partners
California
$19.6M -$4.75M 5 4.59% Reduced
2717
Eventide Asset Management
Eventide Asset Management
Massachusetts
$19.6M +$21.9M 1 0.33% Increased
2718
Wayfinding Financial
Wayfinding Financial
Washington
$19.6M -$628K 5 13.6% Reduced
2719
Legacy Financial Advisors
Legacy Financial Advisors
Kentucky
$19.6M +$1.4M 7 3.65% Increased
2720
Columbia Trust
Columbia Trust
Oregon
$19.5M +$439K 5 10.96% Increased
2721
Monetta Financial Services
Monetta Financial Services
Illinois
$19.5M $0 3 19.08% Maintained
2722
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$19.5M +$1.37M 12 6.88% Increased
2723
Pangea Capital Gestao de Recursos
Pangea Capital Gestao de Recursos
$19.5M -$689K 1 15.13% Reduced
2724
Convergence Investment Partners
Convergence Investment Partners
Florida
$19.5M -$422K 10 11.18% Reduced
2725
Mount Vernon Associates
Mount Vernon Associates
Maryland
$19.5M -$177K 4 20.69% Reduced