← 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
Merrion Investment Management
Merrion Investment Management
New Jersey
$16.7M -$175K 3 12.72% Reduced
2802
Childress Capital Advisors
Childress Capital Advisors
Texas
$16.7M +$1.93M 6 6.78% Increased
2803
JNE Partners
JNE Partners
United Kingdom
$16.7M +$20.5M 1 9.41% New
2804
Centerpoint Advisors
Centerpoint Advisors
Massachusetts
$16.7M -$161K 8 7.95% Reduced
2805
Charter Research & Investment Group
Charter Research & Investment Group
Connecticut
$16.7M -$57.9K 6 13.82% Reduced
2806
Boyar Asset Management
Boyar Asset Management
New York
$16.6M -$203K 4 10.96% Reduced
2807
Field & Main Bank
Field & Main Bank
Kentucky
$16.6M -$763K 7 10.94% Reduced
2808
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$16.6M -$1.85M 7 5.45% Reduced
2809
Integrated Investment Consultants
Integrated Investment Consultants
Michigan
$16.6M +$2.34M 8 4.86% Increased
2810
Duality Advisers
Duality Advisers
Florida
$16.6M +$1.37M 6 1.27% Increased
2811
PHM
Prospect Hill Management
New Jersey
$16.5M $0 4 11.39% Maintained
2812
Martin Investment Management
Martin Investment Management
Florida
$16.5M -$191K 4 4.15% Reduced
2813
OIA
Optimum Investment Advisors
Illinois
$16.5M -$7.9M 12 6.94% Reduced
2814
Gavea Investimentos
Gavea Investimentos
Brazil
$16.4M -$4.04M 2 11.18% Reduced
2815
HIS
Horizon Investment Services
Indiana
$16.4M -$2.6M 5 8.08% Reduced
2816
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$16.4M +$301K 8 4.93% Increased
2817
AB
Atlas Brown
Kentucky
$16.4M -$1.11M 6 7.12% Reduced
2818
State of Wyoming
State of Wyoming
Wyoming
$16.4M -$643K 18 10.51% Reduced
2819
SF
Symphony Financial
Texas
$16.3M -$7.41M 5 5.69% Reduced
2820
Amica Retiree Medical Trust
Amica Retiree Medical Trust
Rhode Island
$16.3M -$6.91M 3 14.76% Reduced
2821
Ayalon Insurance Company
Ayalon Insurance Company
Israel
$16.3M +$711K 8 5.88% Increased
2822
Harvey Investment Company
Harvey Investment Company
Kentucky
$16.3M +$62K 5 2.12% Increased
2823
Beck Bode LLC
Beck Bode LLC
Massachusetts
$16.3M -$9.7M 2 4.55% Reduced
2824
Cohen Investment Advisors
Cohen Investment Advisors
New Hampshire
$16.3M -$71.1K 5 12.5% Reduced
2825
Corbenic Partners
Corbenic Partners
Pennsylvania
$16.3M +$1.44M 10 3.95% Increased