← 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
Addison Capital
Addison Capital
Pennsylvania
$18.5M +$149K 4 13.19% Increased
2802
KMWM
Keudell/Morrison Wealth Management
Oregon
$18.4M -$365K 6 5.32% Reduced
2803
VeraBank
VeraBank
Texas
$18.4M -$31.2K 5 7.1% Reduced
2804
Alcosta Capital Management
Alcosta Capital Management
California
$18.4M -$29.1K 3 14.95% Reduced
2805
Hikari Power
Hikari Power
Japan
$18.4M $0 2 1.77% Maintained
2806
SkyOak Wealth
SkyOak Wealth
Michigan
$18.4M +$910K 7 5.2% Increased
2807
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$18.4M +$528K 5 7.6% Increased
2808
PDT Partners
PDT Partners
New York
$18.4M +$506K 6 2.53% Increased
2809
Optimas Capital
Optimas Capital
Hong Kong
$18.4M -$390K 3 21.24% Reduced
2810
Sierra Capital
Sierra Capital
Florida
$18.3M -$127K 4 2.9% Reduced
2811
Engine No 1 LLC
Engine No 1 LLC
California
$18.3M +$16.9M 1 8.94% New
2812
Granger Management
Granger Management
New York
$18.3M -$58.2K 5 7.54% Reduced
2813
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$18.3M +$217K 9 4.36% Increased
2814
Teza Capital Management
Teza Capital Management
Illinois
$18.3M -$1.22M 8 2.97% Reduced
2815
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$18.3M -$1.83M 4 7.91% Reduced
2816
Investment Management Associates
Investment Management Associates
Colorado
$18.3M +$197K 2 6.65% Increased
2817
Insight Advisors
Insight Advisors
Pennsylvania
$18.2M -$96.3K 8 4.08% Reduced
2818
LCNB Corp
LCNB Corp
Ohio
$18.2M -$957K 6 7.78% Reduced
2819
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$18.2M -$446K 4 13.77% Reduced
2820
CGN Advisors
CGN Advisors
Kansas
$18.2M -$1.34M 5 2.61% Reduced
2821
NEIRG Wealth Management
NEIRG Wealth Management
Massachusetts
$18.2M -$2.18M 5 3.36% Reduced
2822
Palliser Capital (UK)
Palliser Capital (UK)
United Kingdom
$18.2M +$16.4M 1 18.33% New
2823
Lifeworks Advisors
Lifeworks Advisors
Michigan
$18.2M +$1.62M 7 7.73% Increased
2824
Aspire Capital Advisors
Aspire Capital Advisors
Washington
$18.2M +$194K 4 8.82% Increased
2825
FAG
Fortitude Advisory Group
Washington
$18.1M -$747K 7 13.31% Reduced