← 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
3426
Martin & Co
Martin & Co
Tennessee
$18.6M -$978K 3 4.6% Reduced
3427
Syquant Capital SAS
Syquant Capital SAS
France
$18.6M +$18.4M 1 26.32% New
3428
First Community Trust
First Community Trust
Iowa
$18.5M +$121K 9 13.24% Increased
3429
Exeter Financial
Exeter Financial
Arizona
$18.5M -$478K 5 8.48% Reduced
3430
Baugh & Associates
Baugh & Associates
Georgia
$18.5M +$22.6K 2 9.6% Increased
3431
KWMG LLC
KWMG LLC
Kansas
$18.5M -$450K 5 1.91% Reduced
3432
Vanderbilt University
Vanderbilt University
Tennessee
$18.5M -$2.34M 3 3.63% Reduced
3433
Penn Capital Management
Penn Capital Management
Pennsylvania
$18.5M -$1.93M 1 1.81% Reduced
3434
Crown Wealth Group
Crown Wealth Group
North Carolina
$18.5M +$170K 5 7.51% Increased
3435
Aire Advisors
Aire Advisors
California
$18.5M +$846K 6 3.8% Increased
3436
Bank OZK
Bank OZK
Arkansas
$18.4M +$279K 6 7.65% Increased
3437
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors
California
$18.4M -$77.1K 6 6.1% Reduced
3438
Keystone Wealth Services
Keystone Wealth Services
California
$18.4M +$678K 6 4.88% Increased
3439
Hager Investment Management Services
Hager Investment Management Services
New Hampshire
$18.4M +$17.8M 6 11.47% New
3440
Koss-Olinger Consulting
Koss-Olinger Consulting
Florida
$18.4M +$5.52M 4 1.61% Increased
3441
HM
Harvest Management
New York
$18.3M -$1.36M 2 8.85% Reduced
3442
Broad Run Investment Management
Broad Run Investment Management
Virginia
$18.3M -$523K 2 2.49% Reduced
3443
GAMC
Garner Asset Management Corp
Texas
$18.3M -$283K 5 8.27% Reduced
3444
SNS Financial Group
SNS Financial Group
Minnesota
$18.3M -$906K 6 1.88% Reduced
3445
TOBAM
TOBAM
France
$18.3M -$11.8M 11 5.59% Reduced
3446
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management
New York
$18.3M +$3.28M 6 3.8% Increased
3447
Twin Securities
Twin Securities
New York
$18.3M +$13.5M 1 10.71% Increased
3448
ORC
O'Rourke & Company
Massachusetts
$18.3M -$1.28M 6 8.95% Reduced
3449
RWC Asset Management
RWC Asset Management
United Kingdom
$18.2M -$7.41M 1 0.91% Reduced
3450
CCP
Cunning Capital Partners
North Carolina
$18.2M $0 5 10.92% Maintained