← 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
Advisors Management Group
Advisors Management Group
Wisconsin
$23.2M +$325K 5 6.3% Increased
2702
Leeward Financial Partners
Leeward Financial Partners
Washington
$23.2M -$1.78M 3 11.2% Reduced
2703
Moseley Investment Management
Moseley Investment Management
Florida
$23.2M -$1.69M 8 12.89% Reduced
2704
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
$23.2M +$984K 10 5.68% Increased
2705
RDA Financial Network
RDA Financial Network
Iowa
$23.2M +$1.11M 6 8.78% Increased
2706
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth
Pennsylvania
$23.2M -$314K 6 2.57% Reduced
2707
WealthBridge Investment Counsel
WealthBridge Investment Counsel
Alberta, Canada
$23.1M +$109K 3 9.26% Increased
2708
Granger Management
Granger Management
New York
$23.1M +$1.79M 5 8.43% Increased
2709
Orca Investment Management
Orca Investment Management
Oregon
$23.1M +$412K 5 22.16% Increased
2710
Oak Hill Wealth Advisors
Oak Hill Wealth Advisors
Virginia
$23.1M -$56.6K 5 7.94% Reduced
2711
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana)
Louisiana
$23.1M -$538K 3 11.23% Reduced
2712
Plancorp LLC
Plancorp LLC
Missouri
$23.1M +$580K 7 1.1% Increased
2713
Advocate Group
Advocate Group
Minnesota
$23M -$548K 2 4.95% Reduced
2714
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners
California
$23M -$79.9K 6 15.21% Reduced
2715
Eos Management LP
Eos Management LP
New York
$23M +$3.92M 5 10.17% Increased
2716
Winslow Asset Management
Winslow Asset Management
Ohio
$23M +$179K 4 4.68% Increased
2717
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$23M +$3.15M 4 6.84% Increased
2718
Laurion Capital Management
Laurion Capital Management
New York
$23M -$145M 4 0.19% Reduced
2719
Carrhae Capital
Carrhae Capital
United Kingdom
$23M -$18.9M 1 4.54% Reduced
2720
Pegasus Partners
Pegasus Partners
Wisconsin
$23M -$447K 4 2.68% Reduced
2721
Prospector Partners
Prospector Partners
Connecticut
$22.9M +$86.8K 3 2.86% Increased
2722
Transatlantique Private Wealth
Transatlantique Private Wealth
New York
$22.9M +$542K 6 10.69% Increased
2723
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$22.9M -$518K 5 8.56% Reduced
2724
Finer Wealth Management
Finer Wealth Management
Massachusetts
$22.8M +$241K 5 16.99% Increased
2725
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$22.8M -$299K 7 6.01% Reduced