← 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
2851
HUB Investment Partners
HUB Investment Partners
Texas
$14M +$3.89M 6 4.12% Increased
2852
Ironwood Financial
Ironwood Financial
Arizona
$14M +$2.23M 11 4.55% Increased
2853
PCA
Prospect Capital Advisors
California
$14M -$7.24M 2 6.14% Reduced
2854
OCMI
Oaktop Capital Management II
New Jersey
$13.9M $0 1 2.15% Maintained
2855
Graypoint LLC
Graypoint LLC
New York
$13.9M +$34.2K 7 2.12% Increased
2856
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$13.9M -$1.43M 5 3.39% Reduced
2857
Kingstown Capital Management
Kingstown Capital Management
New York
$13.9M -$5.32M 2 4.77% Reduced
2858
Akaris Global Partners
Akaris Global Partners
New York
$13.9M +$6.82M 2 13.46% Increased
2859
Pier Capital
Pier Capital
Connecticut
$13.8M +$6.01M 2 1.31% Increased
2860
Tranquility Partners
Tranquility Partners
Tennessee
$13.8M +$1.05K 4 8.59% Increased
2861
Ceeto Capital Group
Ceeto Capital Group
Florida
$13.8M +$303K 7 6.74% Increased
2862
Merrion Investment Management
Merrion Investment Management
New Jersey
$13.8M -$280K 3 11.51% Reduced
2863
Bank of Marin
Bank of Marin
California
$13.8M +$1.23M 6 10.91% Increased
2864
Taylor Frigon Capital Management
Taylor Frigon Capital Management
Arizona
$13.8M +$1.79K 3 4.25% Increased
2865
Searle & Co
Searle & Co
Connecticut
$13.8M +$17.9K 4 6.14% Increased
2866
AMC
Asset Management Corp
Illinois
$13.8M -$1.28M 6 5.9% Reduced
2867
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth
Pennsylvania
$13.8M -$396K 7 2.03% Reduced
2868
Wealth Architects
Wealth Architects
California
$13.7M +$132K 10 2.98% Increased
2869
Redwood Investment Management
Redwood Investment Management
Arizona
$13.7M -$988K 7 2.6% Reduced
2870
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security
Florida
$13.7M +$125K 4 5.67% Increased
2871
Franklin Street Capital Partners
Franklin Street Capital Partners
New York
$13.7M +$806K 2 10.92% Increased
2872
Addison Capital
Addison Capital
Pennsylvania
$13.7M +$173K 4 7.62% Increased
2873
Alaska Permanent Fund
Alaska Permanent Fund
Alaska
$13.7M $0 4 0.25% Maintained
2874
Seven Eight Capital
Seven Eight Capital
New York
$13.7M $0 7 3.14% Maintained
2875
Freedom Day Solutions
Freedom Day Solutions
Texas
$13.6M -$443K 4 7.25% Reduced