← 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
3651
TSS
Thomas Story & Son
Indiana
$2.89M -$1.35K 3 1.38% Reduced
3652
EWA
ERTS Wealth Advisors
Michigan
$2.89M +$40.4K 3 1.17% Increased
3653
FNBSF
First National Bank Sioux Falls
South Dakota
$2.88M +$366K 5 8.34% Increased
3654
IA
IFG Advisors
Missouri
$2.87M +$44.1K 5 2.27% Increased
3655
GSIS
Global Strategic Investment Solutions
Arizona
$2.87M +$63.1K 5 0.8% Increased
3656
MCG
MACRO Consulting Group
New Jersey
$2.87M -$606K 3 1.99% Reduced
3657
DIA
Dean Investment Associates
Ohio
$2.86M +$80K 2 0.68% Increased
3658
BC
Blackcrane Capital
Washington
$2.86M -$12.3M 1 3.23% Reduced
3659
JSMC
Jess S. Morgan & Co
California
$2.85M -$164K 1 3.1% Reduced
3660
TC
TAP Consulting
Missouri
$2.83M +$5.18M 5 1.39% Increased
3661
LA
LFL Advisers
Illinois
$2.83M $0 1 1.47% Maintained
3662
ML
McAdam LLC
Pennsylvania
$2.83M +$140K 5 0.6% Increased
3663
EGI
EAM Global Investors
California
$2.81M +$622K 1 1.27% Increased
3664
BFA
Beacon Financial Advisory
Ohio
$2.81M +$232K 5 3.06% Increased
3665
SCM
Signia Capital Management
Washington
$2.8M -$1.07M 1 5.03% Reduced
3666
AFA
Atlanta Financial Associates
Georgia
$2.8M +$134K 4 1.56% Increased
3667
CCM
Courage Capital Management
Tennessee
$2.8M -$2.38M 2 5.15% Reduced
3668
ADMI
Albert D. Mason Inc
Massachusetts
$2.78M +$833K 3 2.34% Increased
3669
Peconic Partners
Peconic Partners
New York
$2.77M -$38.2M 4 0.77% Reduced
3670
Capula Management
Capula Management
Cayman Islands
$2.77M -$9.43M 3 0.1% Reduced
3671
SFG
Sunburst Financial Group
Alabama
$2.77M +$166K 3 2.51% Increased
3672
PCM
PenderFund Capital Management
British Columbia, Canada
$2.76M -$18.2K 1 0.75% Reduced
3673
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$2.76M $0 1 0.34% Maintained
3674
CFN
Cordasco Financial Network
Florida
$2.76M +$348K 11 2.53% Increased
3675
LFM
Lumina Fund Management
New York
$2.75M $0 2 1.61% Maintained