← 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
Carderock Capital Management
Carderock Capital Management
Maryland
$26.6M +$2.71K 2 6.57% Increased
3027
Halter Ferguson Financial
Halter Ferguson Financial
Indiana
$26.6M +$23.4M 5 5.83% Increased
3028
Trust Company of Kansas
Trust Company of Kansas
Kansas
$26.6M -$4.53M 5 14.66% Reduced
3029
626 Financial
626 Financial
Michigan
$26.5M -$1.47M 6 11.83% Reduced
3030
MCG
McCollum Christoferson Group
New York
$26.5M +$30.7M 3 7.97% Increased
3031
Hazlett, Burt & Watson
Hazlett, Burt & Watson
West Virginia
$26.5M +$570K 15 8.29% Increased
3032
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$26.5M +$790K 3 8.76% Increased
3033
Augustine Asset Management
Augustine Asset Management
Florida
$26.4M +$519K 4 5.95% Increased
3034
Harold Davidson & Associates
Harold Davidson & Associates
California
$26.4M -$536K 5 12.83% Reduced
3035
Seeds Investor
Seeds Investor
New York
$26.4M +$10M 7 3.59% Increased
3036
EMB
Elefante Mark B
$26.4M +$3.55M 4 14.52% Increased
3037
Arlington Financial Advisors
Arlington Financial Advisors
California
$26.4M -$5.74M 4 3.76% Reduced
3038
BCFD
Boit C.F. David
$26.4M +$379K 5 11.7% Increased
3039
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$26.3M +$30K 6 2.39% Increased
3040
Naman Capital
Naman Capital
Brazil
$26.3M $0 3 7.31% Maintained
3041
Seven Grand Managers
Seven Grand Managers
New York
$26.3M -$33.5M 1 1.76% Reduced
3042
Distillate Capital Partners
Distillate Capital Partners
Illinois
$26.2M +$15.5M 3 1.38% Increased
3043
Jackson Hill Advisors
Jackson Hill Advisors
Texas
$26.2M -$20.9M 2 13.57% Reduced
3044
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$26.2M +$9.5M 4 9.98% Increased
3045
SGL Investment Advisors
SGL Investment Advisors
Montana
$26.2M -$2.55M 6 9.83% Reduced
3046
Morton Capital Management
Morton Capital Management
California
$26.2M -$250K 7 3.9% Reduced
3047
Highview Capital Management
Highview Capital Management
Illinois
$26.2M -$253K 5 9.52% Reduced
3048
LCNB Corp
LCNB Corp
Ohio
$26.2M +$29.9K 6 8.8% Increased
3049
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$26.2M -$946K 4 6.68% Reduced
3050
WealthBridge Capital Management
WealthBridge Capital Management
Ohio
$26.1M +$25.9K 5 6.02% Increased