← 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
Marathon Wealth Advisors
Marathon Wealth Advisors
Massachusetts
$30.3M +$1.18M 4 12.44% Increased
2827
CFMC
Curbstone Financial Management Corp
New Hampshire
$30.3M -$489K 6 5.79% Reduced
2828
Sagewood Asset Management
Sagewood Asset Management
New York
$30.3M +$1.73M 12 9.48% Increased
2829
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$30.2M +$2.8M 4 6.54% Increased
2830
Aventura Private Wealth
Aventura Private Wealth
Florida
$30.2M +$945K 16 11.04% Increased
2831
Garrison Point Advisors
Garrison Point Advisors
California
$30.2M -$242K 6 13.77% Reduced
2832
NovaPoint Capital
NovaPoint Capital
Georgia
$30.2M +$2.01M 5 7.57% Increased
2833
Councilmark Asset Management
Councilmark Asset Management
Tennessee
$30.2M -$77.5K 5 17.3% Reduced
2834
Evermay Wealth Management
Evermay Wealth Management
Virginia
$30.1M -$49.9K 11 3.34% Reduced
2835
Mount Vernon Associates
Mount Vernon Associates
Maryland
$30.1M -$471K 4 21.29% Reduced
2836
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$30.1M -$4.18M 2 45.49% Reduced
2837
Rockbridge Capital Management
Rockbridge Capital Management
Virginia
$30.1M -$4.24M 3 20.21% Reduced
2838
Prosperitas Financial
Prosperitas Financial
California
$30.1M -$1.52M 5 11.2% Reduced
2839
Convergence Financial
Convergence Financial
Missouri
$30.1M +$6.63M 6 3.19% Increased
2840
HSM
H Squared Management
New York
$30M +$9.22M 3 27.67% Increased
2841
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$30M +$526K 4 8.73% Increased
2842
LRI Investments
LRI Investments
Florida
$30M -$2.93M 21 2.66% Reduced
2843
Amiral Gestion
Amiral Gestion
France
$30M +$941K 1 16.65% Increased
2844
Pembroke Management
Pembroke Management
Quebec, Canada
$30M -$9.7M 5 4.33% Reduced
2845
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$29.9M -$349K 7 10.45% Reduced
2846
Cinctive Capital Management
Cinctive Capital Management
New York
$29.9M -$5.69M 4 1.95% Reduced
2847
Two Seas Capital
Two Seas Capital
New York
$29.9M -$12.6M 2 0.42% Reduced
2848
Adalta Capital Management
Adalta Capital Management
New York
$29.8M -$3.56M 6 14.27% Reduced
2849
ECP
Elwood Capital Partners
New York
$29.7M +$2.66M 3 15.08% Increased
2850
Realta Investment Advisors
Realta Investment Advisors
Delaware
$29.7M -$839K 8 10.31% Reduced