← 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
3276
Autumn Glory Partners
Autumn Glory Partners
Texas
$12.4M +$2.13M 6 7.58% Increased
3277
Strategic Advocates
Strategic Advocates
Utah
$12.4M +$12.9M 7 5.84% New
3278
CIA
Cape Investment Advisory
Georgia
$12.4M +$99.1K 16 7.02% Increased
3279
Arax Advisory Partners
Arax Advisory Partners
Colorado
$12.4M +$2.3M 18 1.54% Increased
3280
First United Bank & Trust
First United Bank & Trust
Maryland
$12.4M +$140K 6 5.75% Increased
3281
AGC
Alden Global Capital
Florida
$12.3M +$4.29M 3 8.4% Increased
3282
HighVista Strategies
HighVista Strategies
Massachusetts
$12.3M -$1.77M 5 5.71% Reduced
3283
O'Neil Global Advisors
O'Neil Global Advisors
California
$12.3M -$111M 4 11.18% Reduced
3284
Monument Capital Management
Monument Capital Management
Virginia
$12.3M +$213K 5 4.14% Increased
3285
KWMG LLC
KWMG LLC
Kansas
$12.3M -$45.8K 4 1.55% Reduced
3286
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust
Virginia
$12.3M -$2.07M 7 9.97% Reduced
3287
Ledge Wealth Management
Ledge Wealth Management
Minnesota
$12.3M +$919K 5 5.51% Increased
3288
Palmer Knight Company
Palmer Knight Company
Florida
$12.3M -$1.71M 2 8.23% Reduced
3289
MIC
Maxi Investments CY
Cyprus
$12.3M -$9.15M 3 5.67% Reduced
3290
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$12.3M +$34.2K 1 3.48% Increased
3291
Prosperity Financial Group
Prosperity Financial Group
California
$12.3M +$2.27M 5 10.12% Increased
3292
GSG Advisors
GSG Advisors
New Jersey
$12.2M +$12.8M 5 5.98% New
3293
CFM
Comprehensive Financial Management
California
$12.2M $0 3 0.44% Maintained
3294
JDR
Jay D. Rosenbaum
$12.2M +$754K 5 20.47% Increased
3295
PCR
Potrero Capital Research
California
$12.2M $0 1 8.1% Maintained
3296
BV
Boxwood Ventures
Illinois
$12.2M $0 3 24.72% Maintained
3297
Mirova
Mirova
France
$12.2M -$3.58M 3 2.46% Reduced
3298
Kensington Investment Counsel
Kensington Investment Counsel
California
$12.2M +$803K 4 7.57% Increased
3299
NED
Nancy E. Dempze
$12.2M +$186K 4 10.92% Increased
3300
ABP
Arthur B. Page
$12.2M -$218K 3 12.6% Reduced