← 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
3201
Hartford Funds Management
Hartford Funds Management
Pennsylvania
$28.2M +$8.24M 4 2.31% Increased
3202
Bank of Stockton
Bank of Stockton
California
$28.2M +$373K 7 8.07% Increased
3203
Arta Finance Wealth Management
Arta Finance Wealth Management
California
$28.2M +$27.9M 7 14.37% New
3204
Cohen Investment Advisors
Cohen Investment Advisors
New Hampshire
$28.1M -$307K 5 12.94% Reduced
3205
Intrinsic Value Partners
Intrinsic Value Partners
Arizona
$28.1M -$398K 5 21.1% Reduced
3206
OneFund LLC
OneFund LLC
Florida
$28.1M +$1.35M 9 16.78% Increased
3207
Lavelle Capital
Lavelle Capital
California
$28.1M +$26.8M 7 17.8% New
3208
Convergence Financial
Convergence Financial
Missouri
$28.1M +$155K 6 4.1% Increased
3209
Trinity Legacy Partners
Trinity Legacy Partners
Texas
$28.1M -$114K 5 6.44% Reduced
3210
Goodman Financial
Goodman Financial
Texas
$28M +$9.8M 4 5.31% Increased
3211
Shaker Investments
Shaker Investments
Ohio
$28M +$2.46M 4 11.64% Increased
3212
Greenup Street Wealth Management
Greenup Street Wealth Management
Michigan
$28M +$2.27M 6 4.04% Increased
3213
Channing Capital Management
Channing Capital Management
Illinois
$28M +$206K 3 0.72% Increased
3214
Bandera Partners
Bandera Partners
New York
$28M $0 1 12.57% Maintained
3215
Clear Trail Advisors
Clear Trail Advisors
Texas
$28M +$28.6M 6 6.48% New
3216
SKBA Capital Management
SKBA Capital Management
California
$27.9M -$5.98M 3 3.97% Reduced
3217
Privium Fund Management
Privium Fund Management
Netherlands
$27.9M -$6.41M 1 5.14% Reduced
3218
Sittner & Nelson
Sittner & Nelson
Oregon
$27.9M +$374K 14 9.87% Increased
3219
Argos Wealth Advisors
Argos Wealth Advisors
California
$27.9M +$28M 8 7.49% New
3220
RCWM
Royal Capital Wealth Management
Indiana
$27.9M +$23.9K 6 16.46% Increased
3221
First Bankers Trust
First Bankers Trust
Kentucky
$27.9M -$838K 6 9.37% Reduced
3222
Alta Fox Capital Management
Alta Fox Capital Management
Texas
$27.9M -$12.2M 2 5.99% Reduced
3223
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$27.8M -$4.49M 6 3.34% Reduced
3224
Sonata Capital Group
Sonata Capital Group
Washington
$27.8M -$213K 6 10.05% Reduced
3225
Brentview Investment Management
Brentview Investment Management
Illinois
$27.8M -$1.92M 3 12.57% Reduced