← 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
3451
VGDSS
VUB Generali dochodkova spravcovska spolocnost
$23.5M $0 6 16.2% Maintained
3452
ACA
Arsenal Capital Advisors
Pennsylvania
$23.5M +$214K 5 13.86% Increased
3453
TNAM
Terra Nova Asset Management
New York
$23.5M +$4.94M 5 14.37% Increased
3454
Inspire Investing
Inspire Investing
Idaho
$23.5M +$10.1M 15 0.96% Increased
3455
ACM
Arvin Capital Management
Texas
$23.5M -$9.02M 2 3.06% Reduced
3456
HIM
Harbour Investment Management
Washington
$23.5M -$608K 4 12.11% Reduced
3457
VFA
Voya Financial Advisors
Connecticut
$23.4M -$3.63M 6 2.06% Reduced
3458
RPA
Rock Point Advisors
Vermont
$23.4M -$869K 5 5.73% Reduced
3459
BA
Ballast Advisors
Minnesota
$23.4M -$50K 7 5.58% Reduced
3460
HFS
Howard Financial Services
Texas
$23.4M -$4.11M 7 2.52% Reduced
3461
FPL
Fortress Private Ledger
North Carolina
$23.4M +$973K 7 6.36% Increased
3462
Saba Capital Management
Saba Capital Management
New York
$23.4M +$6.9M 3 0.6% Increased
3463
CWP
Core Wealth Partners
California
$23.3M -$927K 8 9.93% Reduced
3464
JAIC
Josh Arnold Investment Consultant
Minnesota
$23.3M +$696K 2 14.65% Increased
3465
ECM
English Capital Management
Michigan
$23.3M -$958K 4 10.71% Reduced
3466
WJS
William John Sempolinski
Massachusetts
$23.3M -$2.37M 7 9.39% Reduced
3467
AMG
Asset Management Group
Connecticut
$23.3M -$159K 5 3.4% Reduced
3468
M2MC
Matthew 25 Management Corp
Pennsylvania
$23.2M -$188K 1 6.73% Reduced
3469
FSA
Financial Sense Advisors
California
$23.2M +$18.3M 5 4.57% Increased
3470
SA
Sycale Advisors
New York
$23.2M +$710K 2 7.13% Increased
3471
IGM
Incline Global Management
New York
$23.2M -$6.57M 1 6.51% Reduced
3472
AFC
AFT Forsyth & Company
Florida
$23.2M -$1.78M 8 11.17% Reduced
3473
GPI
General Partner Inc
Pennsylvania
$23.2M -$1.81M 6 12.49% Reduced
3474
WAC
William Allan Corp
Colorado
$23.2M -$758K 3 11.34% Reduced
3475
KWM
Kingsman Wealth Management
Florida
$23.2M -$3.34M 6 10.84% Reduced