← 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
2801
TC
TradeLink Capital
Illinois
$634K -$239K 2 1.32% Reduced
2802
RBCM
Raub Brock Capital Management
California
$630K +$80.2K 1 0.2% Increased
2803
NCM
Newgate Capital Management
Connecticut
$629K -$53.5K 1 0.47% Reduced
2804
PP
PDT Partners
New York
$628K -$137M 1 0.09% Reduced
2805
AIA
Arbor Investment Advisors
North Carolina
$627K +$223K 2 0.37% Increased
2806
CFG
CKW Financial Group
Hawaii
$626K +$91.5K 8 0.23% Increased
2807
PTA
Pear Tree Advisors
Massachusetts
$625K +$603K 1 0.26% New
2808
CA
Claar Advisors
New York
$622K +$592K 1 0.4% New
2809
KSA
Ken Stern & Associates
California
$622K +$592K 1 0.42% New
2810
TSS
Two Sigma Securities
New York
$622K +$195K 1 0.75% Increased
2811
TG
TLP Group
Illinois
$621K +$682K 2 0.49% New
2812
WIP
Wellesley Investment Partners
Massachusetts
$615K +$583K 1 0.42% New
2813
WDL
Well Done LLC
Michigan
$614K +$599K 2 0.22% New
2814
Blackhill Capital
Blackhill Capital
New Jersey
$611K -$479K 1 0.1% Reduced
2815
PGCM
Prescott Group Capital Management
Oklahoma
$611K $0 2 0.14% Maintained
2816
AGM
Alpine Global Management
New York
$602K -$1.71M 1 0.19% Reduced
2817
TCMG
TSP Capital Management Group
New Jersey
$588K $0 1 0.31% Maintained
2818
BO
Bach Option
Hong Kong
$586K +$657K 2 0.56% New
2819
CMP
Courage Miller Partners
Virginia
$585K +$273K 2 0.4% Increased
2820
BL
BCWM LLC
Kansas
$583K -$3.44M 1 0.35% Reduced
2821
RAM
Riggs Asset Management
Pennsylvania
$583K -$11.9K 6 0.29% Reduced
2822
USGIU
U.S. Global Investors (USGI)
Texas
$583K -$1.64M 1 0.3% Reduced
2823
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$582K +$552K 2 0.39% New
2824
TMC
Trellus Management Company
Florida
$569K -$196K 1 0.84% Reduced
2825
SCP
Sandhill Capital Partners
New York
$568K +$7.66K 1 0.18% Increased