← 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
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$7.81M -$564K 3 8.56% Reduced
3452
OR
Olympiad Research
Connecticut
$7.81M +$385K 8 4.2% Increased
3453
Monaco Asset Management
Monaco Asset Management
Monaco
$7.8M +$715K 2 2.99% Increased
3454
JDR
Jay D. Rosenbaum
$7.8M -$1.44M 4 17.98% Reduced
3455
Proffitt & Goodson
Proffitt & Goodson
Tennessee
$7.79M +$54.4K 8 1.68% Increased
3456
Accuvest Global Advisors
Accuvest Global Advisors
Utah
$7.79M -$1.09M 3 5.32% Reduced
3457
HCP
Holt Capital Partners
Texas
$7.78M -$42.3K 4 2.33% Reduced
3458
MTM Investment Management
MTM Investment Management
South Carolina
$7.78M +$126K 7 4.42% Increased
3459
1C
1623 Capital
Virginia
$7.77M +$101K 1 4.8% Increased
3460
MSD Partners
MSD Partners
New York
$7.77M $0 2 0.63% Maintained
3461
Tyler-Stone Wealth Management
Tyler-Stone Wealth Management
Ohio
$7.77M +$197K 12 5.93% Increased
3462
Ardent Capital Management
Ardent Capital Management
Ohio
$7.77M +$1.61M 2 6.92% Increased
3463
Del-Sette Capital Management
Del-Sette Capital Management
New York
$7.77M +$939K 4 9.19% Increased
3464
Taylor & Morgan Wealth Management
Taylor & Morgan Wealth Management
Michigan
$7.77M +$373K 3 7.73% Increased
3465
Hudock Inc
Hudock Inc
Pennsylvania
$7.77M +$130K 18 2.62% Increased
3466
Thrive Wealth Management
Thrive Wealth Management
Pennsylvania
$7.75M +$689K 6 2.72% Increased
3467
PM
Parametrica Management
Hong Kong
$7.75M -$2.29M 3 15.83% Reduced
3468
Long Run Wealth Advisors
Long Run Wealth Advisors
New York
$7.73M +$179K 4 3.06% Increased
3469
Hi-Line Capital Management
Hi-Line Capital Management
South Dakota
$7.72M +$225K 1 3.11% Increased
3470
1900 Wealth Management
1900 Wealth Management
Texas
$7.71M +$2.73K 5 0.9% Increased
3471
S&T Bank
S&T Bank
Pennsylvania
$7.71M -$879K 1 1.49% Reduced
3472
Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch
Texas
$7.71M +$67.1K 3 2.74% Increased
3473
Alight Capital Management
Alight Capital Management
New York
$7.71M +$2.09M 3 9.85% Increased
3474
Aveo Capital Partners
Aveo Capital Partners
Colorado
$7.7M +$453 6 1.33% Increased
3475
Sonen Capital
Sonen Capital
California
$7.69M -$1.88M 8 12.47% Reduced