← 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
3301
Davidson Kahn Capital Management
Davidson Kahn Capital Management
California
$20.5M +$563K 4 13.15% Increased
3302
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$20.5M +$3.04M 9 9.92% Increased
3303
First Pacific Financial
First Pacific Financial
Washington
$20.5M +$5.42M 10 3.02% Increased
3304
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$20.4M +$12M 4 1.47% Increased
3305
McCarter Private Wealth Services
McCarter Private Wealth Services
Massachusetts
$20.4M -$114K 5 11.67% Reduced
3306
FCT
Family Capital Trust
Massachusetts
$20.4M +$335K 4 7.07% Increased
3307
FORA Capital
FORA Capital
Florida
$20.4M -$49.3M 5 2.26% Reduced
3308
Compass Capital Corp
Compass Capital Corp
Massachusetts
$20.4M +$753K 7 9.6% Increased
3309
Martin & Co
Martin & Co
Tennessee
$20.4M -$116K 3 3.75% Reduced
3310
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$20.3M -$193K 11 1.96% Reduced
3311
TAGStone Capital
TAGStone Capital
North Carolina
$20.3M +$672K 6 8.39% Increased
3312
Kensington Investment Counsel
Kensington Investment Counsel
California
$20.3M +$623K 5 8.72% Increased
3313
InvesTrust
InvesTrust
Oklahoma
$20.3M -$15.2M 4 7.84% Reduced
3314
J. Safra Asset Management
J. Safra Asset Management
New York
$20.3M +$1.8M 8 1.41% Increased
3315
St. Johns Investment Management
St. Johns Investment Management
Florida
$20.3M -$564K 5 9.32% Reduced
3316
M Holdings Securities
M Holdings Securities
Oregon
$20.2M -$12.5M 3 3.47% Reduced
3317
AA Financial Advisors
AA Financial Advisors
Ohio
$20.2M +$5.94M 5 4.36% Increased
3318
Landscape Capital Management
Landscape Capital Management
New Jersey
$20.2M -$3.59M 8 1.59% Reduced
3319
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
$20.2M -$1.69M 1 0.93% Reduced
3320
Gratus Wealth Advisors
Gratus Wealth Advisors
Virginia
$20.2M +$255K 6 3.06% Increased
3321
William Allan Corp
William Allan Corp
Colorado
$20.2M +$1.17M 3 11.76% Increased
3322
NFP Retirement Inc
NFP Retirement Inc
California
$20.2M +$1.23M 6 1.33% Increased
3323
Ellsworth Advisors
Ellsworth Advisors
Ohio
$20.1M +$373K 4 4.9% Increased
3324
Grandeur Peak Global Advisors
Grandeur Peak Global Advisors
Utah
$20.1M -$7.39M 2 2.43% Reduced
3325
Prudent Man Advisors
Prudent Man Advisors
Illinois
$20.1M +$4.15M 5 6.38% Increased