← 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
3026
Avory & Company
Avory & Company
Florida
$15.6M -$4.02M 1 13.21% Reduced
3027
Solstein Capital
Solstein Capital
California
$15.5M +$107K 6 13.36% Increased
3028
MS
Madden Securities
Texas
$15.5M -$3.35M 4 8.78% Reduced
3029
Oakview Capital Management
Oakview Capital Management
Texas
$15.5M -$8.24M 1 6.88% Reduced
3030
Newport Trust Company
Newport Trust Company
District of Columbia
$15.5M -$526K 2 0.05% Reduced
3031
Kessler Investment Group
Kessler Investment Group
Indiana
$15.5M +$52.9K 6 12.98% Increased
3032
Prudent Investors Network
Prudent Investors Network
California
$15.5M +$766K 4 7.25% Increased
3033
Force Hill Capital Management
Force Hill Capital Management
New York
$15.5M -$23.2M 4 13.37% Reduced
3034
Tower View Wealth Management
Tower View Wealth Management
Wisconsin
$15.5M +$323K 5 10.86% Increased
3035
Lisanti Capital Growth
Lisanti Capital Growth
New York
$15.5M +$14.9M 2 2.44% New
3036
Leeward Investments
Leeward Investments
Massachusetts
$15.5M -$158K 1 0.79% Reduced
3037
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$15.5M -$42.3K 4 6.71% Reduced
3038
Global Endowment Management
Global Endowment Management
North Carolina
$15.4M +$10.1M 4 1.65% Increased
3039
Nepsis Inc
Nepsis Inc
Minnesota
$15.4M +$3.8M 1 4.72% Increased
3040
NewSquare Capital
NewSquare Capital
Pennsylvania
$15.4M +$2.86M 10 1.63% Increased
3041
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$15.4M -$53.7M 1 2.77% Reduced
3042
New Potomac Partners
New Potomac Partners
Maryland
$15.4M -$656K 5 10.6% Reduced
3043
Wealth Management Partners
Wealth Management Partners
Arizona
$15.4M +$1M 7 9.6% Increased
3044
Hudson Canyon Capital Management
Hudson Canyon Capital Management
New York
$15.4M $0 3 12.58% Maintained
3045
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors
Colorado
$15.4M -$2.41M 5 10.45% Reduced
3046
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$15.4M -$1.74M 3 10.8% Reduced
3047
AlphaCore Capital
AlphaCore Capital
California
$15.4M +$1.17M 6 2.42% Increased
3048
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
$15.4M -$147K 5 5.63% Reduced
3049
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$15.3M $0 1 0.82% Maintained
3050
FVCM
F&V Capital Management
Florida
$15.2M +$320K 1 5.22% Increased