← 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
2926
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$27.1M -$2.02M 3 1.03% Reduced
2927
Carnegie Lake Advisors
Carnegie Lake Advisors
New Jersey
$27M -$1.97M 6 10.7% Reduced
2928
River Road Asset Management
River Road Asset Management
Kentucky
$27M -$25.1M 1 0.34% Reduced
2929
Davidson Trust Company
Davidson Trust Company
Washington
$27M -$767K 6 12.47% Reduced
2930
Lewis Asset Management
Lewis Asset Management
California
$27M +$7.86M 7 12.68% Increased
2931
Blueprint Investment Partners
Blueprint Investment Partners
North Carolina
$26.9M +$1.96M 4 4.78% Increased
2932
Kids Capital Management
Kids Capital Management
California
$26.9M +$373K 2 22.09% Increased
2933
Diversified Enterprises
Diversified Enterprises
Delaware
$26.9M +$57.7K 7 2.01% Increased
2934
626 Financial
626 Financial
Michigan
$26.9M +$61.7K 6 12.57% Increased
2935
Jeppson Wealth Management
Jeppson Wealth Management
California
$26.9M -$247K 8 9.3% Reduced
2936
Lantz Financial
Lantz Financial
Illinois
$26.9M -$125K 6 6.69% Reduced
2937
PA
Paragon Advisors
Texas
$26.8M +$10.5M 4 7% Increased
2938
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$26.8M -$218K 6 2.6% Reduced
2939
RedJay Asset Management
RedJay Asset Management
Ontario, Canada
$26.8M +$1.41M 3 6.28% Increased
2940
BCFD
Boit C.F. David
$26.8M +$98.4K 5 12.87% Increased
2941
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$26.8M +$1.04M 3 12.84% Increased
2942
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors
New York
$26.7M -$51.8K 6 8.75% Reduced
2943
Security National Bank of So Dak
Security National Bank of So Dak
Iowa
$26.7M +$989K 6 14.57% Increased
2944
Oliver Luxxe Assets
Oliver Luxxe Assets
New Jersey
$26.7M +$2.64M 5 4.77% Increased
2945
KHCM
Kirtland Hills Capital Management
Ohio
$26.7M +$4.05M 9 12.32% Increased
2946
Enclave Advisors
Enclave Advisors
Texas
$26.7M -$3.82M 5 4.32% Reduced
2947
Sonata Capital Group
Sonata Capital Group
Washington
$26.7M -$584K 6 10.66% Reduced
2948
Inman Jager Wealth Management
Inman Jager Wealth Management
Mississippi
$26.7M -$210K 5 18.04% Reduced
2949
Aurora Investment Managers
Aurora Investment Managers
Florida
$26.6M -$9.6M 5 16.1% Reduced
2950
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$26.6M -$97.9K 6 11.87% Reduced