← 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
Menard Financial Group
Menard Financial Group
Texas
$11.4M -$76.1K 3 9.33% Reduced
3452
Aire Advisors
Aire Advisors
California
$11.4M +$11.4M 6 4.92% New
3453
SCMU
Steadfast Capital Management (UK)
United Kingdom
$11.4M -$950K 2 13.67% Reduced
3454
Clean Yield Group
Clean Yield Group
Vermont
$11.4M +$3.27M 12 3.63% Increased
3455
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$11.4M -$122K 2 0.65% Reduced
3456
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$11.4M +$1.43M 7 2.37% Increased
3457
Facet Wealth Inc
Facet Wealth Inc
Maryland
$11.3M +$1.11M 5 1.05% Increased
3458
1C
1623 Capital
Virginia
$11.3M $0 1 4.23% Maintained
3459
Geller Advisors
Geller Advisors
New York
$11.3M -$2.32M 6 2.21% Reduced
3460
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$11.3M +$1.65M 4 1.15% Increased
3461
Penn Capital Management
Penn Capital Management
Pennsylvania
$11.3M -$150K 1 1.13% Reduced
3462
Robbins Farley
Robbins Farley
New Hampshire
$11.3M -$2.28M 8 8.34% Reduced
3463
Orleans Capital Management
Orleans Capital Management
Louisiana
$11.3M +$371K 3 6.41% Increased
3464
Hudock Inc
Hudock Inc
Pennsylvania
$11.3M +$213K 19 3.18% Increased
3465
Verdad Advisers
Verdad Advisers
Massachusetts
$11.3M +$3.23M 3 7.64% Increased
3466
Tyler-Stone Wealth Management
Tyler-Stone Wealth Management
Ohio
$11.2M +$11.2M 12 5.95% New
3467
Argus Investors Counsel
Argus Investors Counsel
New York
$11.2M -$829K 3 6.76% Reduced
3468
Peninsula Asset Management
Peninsula Asset Management
Florida
$11.2M -$289K 2 5.34% Reduced
3469
Cambridge Financial Group
Cambridge Financial Group
Ohio
$11.2M +$298K 1 4.41% Increased
3470
AGF Investments America
AGF Investments America
Ontario, Canada
$11.2M +$3.88M 2 2.15% Increased
3471
Tributary Capital Management
Tributary Capital Management
Nebraska
$11.2M -$614K 4 0.85% Reduced
3472
Eagle Bay Advisors
Eagle Bay Advisors
New York
$11.2M -$2.29M 14 7.15% Reduced
3473
Heritage Way Advisors
Heritage Way Advisors
Illinois
$11.2M -$816K 2 4.19% Reduced
3474
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$11.2M -$442K 5 0.87% Reduced
3475
Meridian Financial Partners
Meridian Financial Partners
Virginia
$11.2M +$111K 6 7.57% Increased