← 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
3076
MFP
Michael F. Price
$2.11M $0 1 0.26% Maintained
3077
PCM
Price Capital Management
Louisiana
$2.11M +$2.07M 3 0.73% New
3078
FUBT
First United Bank & Trust
Maryland
$2.1M +$958K 3 1.37% Increased
3079
CP
Camelot Portfolios
Ohio
$2.1M -$210K 3 0.99% Reduced
3080
II
Ibex Investors
Colorado
$2.1M +$1.98M 4 1.22% New
3081
KSA
Ken Stern & Associates
California
$2.1M -$25.4K 3 0.91% Reduced
3082
Forward Management
Forward Management
California
$2.1M -$85.4K 1 0.24% Reduced
3083
PM
Parametrica Management
Hong Kong
$2.1M -$9.15M 2 1.33% Reduced
3084
SM
Southport Management
Wyoming
$2.09M -$967K 1 5.14% Reduced
3085
GenTrust
GenTrust
Florida
$2.09M +$201K 3 0.37% Increased
3086
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group
North Carolina
$2.08M +$1.99M 8 1.8% New
3087
PAM
Prudence Asset Management
Hong Kong
$2.07M -$1.08M 1 12.68% Reduced
3088
CMBA
C.M. Bidwell & Associates
Hawaii
$2.07M +$680K 5 1.78% Increased
3089
BCM
BlueMar Capital Management
Florida
$2.05M +$1.18M 1 0.98% Increased
3090
Towercrest Capital Management
Towercrest Capital Management
Pennsylvania
$2.05M +$10.1M 3 1.49% Increased
3091
V
ValueWorks
New York
$2.04M -$572K 1 1.52% Reduced
3092
ASP
Adams Street Partners
Illinois
$2.04M +$2.14M 1 0.48% New
3093
GIM
Guardian Investment Management
California
$2.04M +$81.6K 1 2.15% Increased
3094
KA
Kaizen Advisory
Illinois
$2.04M +$1.97M 10 1.22% New
3095
DBRC
D.B. Root & Company
Pennsylvania
$2.03M +$2.01M 2 1.74% New
3096
HIH
HRS Investment Holdings
New York
$2.02M -$368K 2 1.06% Reduced
3097
FNBSF
First National Bank Sioux Falls
South Dakota
$2.02M -$52.5K 3 6.68% Reduced
3098
GBA
Garrison Bradford & Associates
New York
$2.01M +$642K 3 1.66% Increased
3099
EGI
EAM Global Investors
California
$2M +$2.08M 2 1.02% New
3100
BCP
Berkeley Capital Partners
Georgia
$1.99M +$160K 4 1.31% Increased