← 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
2901
Highlander Partners
Highlander Partners
Texas
$13.7M +$507K 2 18.07% Increased
2902
Sierra Capital
Sierra Capital
Florida
$13.7M -$1.11M 11 2.49% Reduced
2903
HCM
Helios Capital Management
Singapore
$13.7M +$4.94M 4 25.87% Increased
2904
Silver Oak Securities
Silver Oak Securities
Tennessee
$13.7M +$1.39M 7 3.07% Increased
2905
Carlson Capital Management
Carlson Capital Management
Minnesota
$13.7M +$268K 5 1.21% Increased
2906
JCI
Jet Capital Investors
New York
$13.7M +$13.6M 1 4.45% New
2907
Kayak Investment Partners
Kayak Investment Partners
California
$13.7M -$6.17M 4 26.03% Reduced
2908
Klingman & Associates
Klingman & Associates
New York
$13.6M -$254K 6 1.33% Reduced
2909
Delphi Financial Group
Delphi Financial Group
Delaware
$13.6M -$995K 5 6.4% Reduced
2910
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$13.6M -$120K 12 2.07% Reduced
2911
CCFP
Charles Carroll Financial Partners
Massachusetts
$13.6M -$5.93M 4 17.82% Reduced
2912
Doliver Advisors
Doliver Advisors
Texas
$13.6M +$2.54M 7 4.84% Increased
2913
Ironwood Financial
Ironwood Financial
Arizona
$13.6M -$12.1K 6 4.37% Reduced
2914
Synergy Financial Group
Synergy Financial Group
California
$13.6M -$280K 9 21.31% Reduced
2915
Pettee Investors
Pettee Investors
Connecticut
$13.6M +$538K 6 6.76% Increased
2916
Robertson Opportunity Capital
Robertson Opportunity Capital
Texas
$13.6M $0 2 8.24% Maintained
2917
Winthrop Advisory Group
Winthrop Advisory Group
Massachusetts
$13.6M +$1.03M 7 3.18% Increased
2918
Tower View Wealth Management
Tower View Wealth Management
Wisconsin
$13.6M -$312K 4 9.97% Reduced
2919
WBG
Wharton Business Group
Pennsylvania
$13.5M +$2.16M 6 0.89% Increased
2920
Aspire Capital Advisors
Aspire Capital Advisors
Washington
$13.5M +$939K 3 10.24% Increased
2921
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$13.5M +$480K 8 9.47% Increased
2922
WealthBridge Capital Management
WealthBridge Capital Management
Ohio
$13.5M +$713K 5 5.75% Increased
2923
Pinnacle Bancorp
Pinnacle Bancorp
Nebraska
$13.5M +$190K 12 5.54% Increased
2924
Legion Partners Asset Management
Legion Partners Asset Management
California
$13.4M +$19.1M 1 3.49% New
2925
Pecaut & Co
Pecaut & Co
Iowa
$13.4M -$2.04M 3 7.56% Reduced