← 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
2826
Beck Capital Management
Beck Capital Management
Texas
$13.5M +$1.94M 4 5.78% Increased
2827
Morton Capital Management
Morton Capital Management
California
$13.5M -$865K 5 6.14% Reduced
2828
Brooktree Capital Management
Brooktree Capital Management
Michigan
$13.5M +$874K 3 11.1% Increased
2829
WealthBridge Capital Management
WealthBridge Capital Management
Ohio
$13.5M -$4.61M 5 5.75% Reduced
2830
GCMG
Gyroscope Capital Management Group
Florida
$13.5M -$22.5M 6 5.21% Reduced
2831
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$13.5M +$136K 4 6.49% Increased
2832
Piscataqua Savings Bank
Piscataqua Savings Bank
New Hampshire
$13.5M +$309K 8 12.87% Increased
2833
Capstone Triton Financial Group
Capstone Triton Financial Group
Oklahoma
$13.4M -$31.5K 5 11.51% Reduced
2834
Searle & Co
Searle & Co
Connecticut
$13.4M -$211K 4 5.16% Reduced
2835
Twenty Acre Capital
Twenty Acre Capital
Pennsylvania
$13.4M -$3.87M 4 15.17% Reduced
2836
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$13.4M -$279K 4 4.76% Reduced
2837
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$13.4M +$430K 10 9.88% Increased
2838
Barrier Capital Management
Barrier Capital Management
California
$13.4M -$2.98M 3 18.68% Reduced
2839
CSA
Cottage Street Advisors
Massachusetts
$13.4M -$405K 5 11% Reduced
2840
Wilson Asset Management
Wilson Asset Management
Australia
$13.4M -$4.62M 2 4.52% Reduced
2841
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$13.4M +$3.85M 2 2.05% Increased
2842
AB
Atlas Brown
Kentucky
$13.4M +$97K 7 6.82% Increased
2843
INVST
INVST
Indiana
$13.4M +$364K 7 2.29% Increased
2844
Hudson Canyon Capital Management
Hudson Canyon Capital Management
New York
$13.4M +$1.52M 4 13.27% Increased
2845
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security
Florida
$13.3M +$2M 5 5.54% Increased
2846
Snider Financial Group
Snider Financial Group
Washington
$13.3M +$520K 3 7.22% Increased
2847
PM Capital
PM Capital
Australia
$13.3M $0 1 3.52% Maintained
2848
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$13.3M +$278K 4 5.46% Increased
2849
Waterfront Wealth
Waterfront Wealth
Kansas
$13.3M +$1.62M 8 5.05% Increased
2850
Northwest Capital Management
Northwest Capital Management
Oregon
$13.3M -$282K 3 7.69% Reduced