← 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
MCM
McMillion Capital Management
North Carolina
$10.6M -$307K 3 9.58% Reduced
3077
Beta Wealth Group
Beta Wealth Group
California
$10.6M +$800K 4 7.11% Increased
3078
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$10.6M -$317K 5 2.72% Reduced
3079
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC
Massachusetts
$10.6M +$145K 9 6.32% Increased
3080
True Capital Management
True Capital Management
California
$10.6M +$11.5M 4 8.58% New
3081
SCM
Springhouse Capital Management
Connecticut
$10.5M -$6.75M 4 14.05% Reduced
3082
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$10.5M +$69.1K 5 3.92% Increased
3083
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.5M -$138K 2 0.39% Reduced
3084
CCFP
Charles Carroll Financial Partners
Massachusetts
$10.5M -$1.15M 4 16.26% Reduced
3085
Monte Financial Group
Monte Financial Group
Connecticut
$10.5M -$43.4K 4 5.41% Reduced
3086
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$10.5M +$4.59M 1 4.43% Increased
3087
Channing Global Advisors
Channing Global Advisors
Florida
$10.5M +$861K 4 12.05% Increased
3088
44 Wealth Management
44 Wealth Management
Oregon
$10.5M +$206K 5 3.63% Increased
3089
Smith Shellnut Wilson
Smith Shellnut Wilson
Mississippi
$10.5M -$327K 7 6.48% Reduced
3090
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$10.5M +$12.2M 1 0.66% New
3091
3G Capital Partners
3G Capital Partners
New York
$10.5M -$312K 3 12.77% Reduced
3092
Catalyst Financial Partners
Catalyst Financial Partners
Massachusetts
$10.5M +$11M 7 5.38% New
3093
Lindenwold Advisors
Lindenwold Advisors
Pennsylvania
$10.5M -$338K 3 7.01% Reduced
3094
GWM
GSB Wealth Management
Connecticut
$10.5M -$22.8K 7 3.73% Reduced
3095
Drive Wealth Management
Drive Wealth Management
Utah
$10.4M +$3.51M 7 5.22% Increased
3096
NFC Investments
NFC Investments
Tennessee
$10.4M -$5.76M 2 3.23% Reduced
3097
Herbst Group
Herbst Group
Connecticut
$10.4M +$170K 3 8.44% Increased
3098
BV
Boxwood Ventures
Illinois
$10.4M $0 3 18.72% Maintained
3099
NFAM
North Fourth Asset Management
New Jersey
$10.4M +$6.05M 2 2.62% Increased
3100
HNP Capital
HNP Capital
New York
$10.4M -$287K 3 2.91% Reduced