← 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
CV Advisors
CV Advisors
Florida
$20.2M +$20.5M 6 11.52% New
2802
VeraBank
VeraBank
Texas
$20.1M +$819K 6 10.19% Increased
2803
Autumn Glory Partners
Autumn Glory Partners
Texas
$20.1M +$20.1M 6 8.4% New
2804
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$20.1M -$3.83M 5 13.89% Reduced
2805
WD Rutherford
WD Rutherford
Oregon
$20.1M -$396K 5 10.2% Reduced
2806
55I LLC
55I LLC
Massachusetts
$20.1M -$4.11M 7 0.51% Reduced
2807
Beacon Financial Group
Beacon Financial Group
Texas
$20.1M -$653K 6 2.61% Reduced
2808
Liberty One Investment Management
Liberty One Investment Management
Illinois
$20.1M +$2.75M 6 3.02% Increased
2809
New Potomac Partners
New Potomac Partners
Maryland
$20M -$97K 5 12.97% Reduced
2810
Lafayette Investments
Lafayette Investments
Maryland
$20M -$3.37M 5 5% Reduced
2811
VFG
V2 Financial group
Illinois
$20M +$2.68M 6 15.53% Increased
2812
GS Investments
GS Investments
Minnesota
$20M -$274K 7 9.67% Reduced
2813
SCM
Stormborn Capital Management
Connecticut
$20M +$20.5M 1 7.4% New
2814
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$20M -$9.01M 2 0.51% Reduced
2815
Brown, Lisle/Cummings
Brown, Lisle/Cummings
Rhode Island
$19.9M +$19.8M 10 9.95% New
2816
State of Wyoming
State of Wyoming
Wyoming
$19.9M +$1.85M 20 9.26% Increased
2817
Certuity
Certuity
Florida
$19.9M -$6.57M 6 4.27% Reduced
2818
FNBOMD
First National Bank of Mount Dora
Florida
$19.9M +$389K 4 5.86% Increased
2819
FP
Financial Perspectives
Minnesota
$19.9M -$1.45M 17 9.39% Reduced
2820
Signet Investment Advisory Group
Signet Investment Advisory Group
Rhode Island
$19.8M -$373K 6 11.25% Reduced
2821
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$19.8M $0 1 4.5% Maintained
2822
WCM
Wunderlich Capital Managemnt
Tennessee
$19.8M -$5.17K 4 8.81% Reduced
2823
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$19.7M -$493K 4 7.32% Reduced
2824
Corsair Capital Management
Corsair Capital Management
New York
$19.7M -$937K 2 3.71% Reduced
2825
SignalPoint Asset Management
SignalPoint Asset Management
Missouri
$19.7M -$414K 5 6.02% Reduced