← 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
3001
CCA
Clearwater Capital Advisors
Illinois
$666K +$367K 2 0.18% Increased
3002
TCM
Tuttle Capital Management
Connecticut
$666K -$214K 2 0.8% Reduced
3003
CIM
Contravisory Investment Management
Massachusetts
$653K +$321K 7 0.23% Increased
3004
PIM
Parasol Investment Management
Illinois
$641K -$914K 3 1.05% Reduced
3005
FIG
FundX Investment Group
California
$637K -$48.3K 2 0.27% Reduced
3006
NPPM
North Point Portfolio Managers
Ohio
$628K $0 2 0.11% Maintained
3007
FC
FCA Corp
Texas
$624K $0 2 0.29% Maintained
3008
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$624K +$303K 10 0.07% Increased
3009
RPAM
Rhenman & Partners Asset Management
Sweden
$624K $0 2 0.1% Maintained
3010
B
Brightworth
Georgia
$609K +$28.3K 2 0.33% Increased
3011
PCA
Peddock Capital Advisors
Massachusetts
$606K +$107K 5 0.35% Increased
3012
PAM
Prudence Asset Management
Hong Kong
$604K -$10M 1 1.07% Reduced
3013
HCA
Heck Capital Advisors
Wisconsin
$591K -$27.8K 1 0.36% Reduced
3014
WDL
Well Done LLC
Michigan
$589K -$5.06K 2 0.21% Reduced
3015
BCM
Baltimore Capital Management
Maryland
$582K +$579K 2 0.77% New
3016
WAM
Westport Asset Management
Connecticut
$560K $0 1 0.51% Maintained
3017
BIA
Barry Investment Advisors
Massachusetts
$554K -$6.37M 1 0.21% Reduced
3018
JT
Jump Trading
Illinois
$554K +$413K 3 0.18% Increased
3019
IOOF
Independent Order of Foresters
Ontario, Canada
$550K $0 1 0.47% Maintained
3020
HCM
Horrell Capital Management
Arkansas
$544K -$3.46K 5 0.34% Reduced
3021
NVIM
New Vernon Investment Management
Illinois
$543K -$167K 1 0.71% Reduced
3022
IWA
Inspirion Wealth Advisors
Illinois
$542K $0 1 0.31% Maintained
3023
CG
Corundum Group
Colorado
$541K +$8.01K 1 0.68% Increased
3024
ARM
Adirondack Research & Management
New York
$540K -$6.41K 1 0.19% Reduced
3025
Klingman & Associates
Klingman & Associates
New York
$540K -$449 1 0.15% Reduced