← 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
3751
WDC
Woodward Diversified Capital
California
$19.5M +$526K 7 8.61% Increased
3752
FDS
First Dallas Securities
Texas
$19.5M +$353K 7 6.45% Increased
3753
WAM
WNY Asset Management
New York
$19.5M -$444K 6 1.74% Reduced
3754
WAM
Wernau Asset Management
Massachusetts
$19.5M -$91.5K 5 10.13% Reduced
3755
SC
Summa Corp
Texas
$19.5M -$289K 5 6.12% Reduced
3756
GWAG
Garrett Wealth Advisory Group
Texas
$19.5M +$522K 6 3% Increased
3757
SIG
Spinnaker Investment Group
California
$19.5M +$1M 5 3.12% Increased
3758
GP
Geneva Partners
Wisconsin
$19.5M -$228K 2 5.19% Reduced
3759
SI
Saxon Interests
Texas
$19.5M +$319K 8 5.38% Increased
3760
CWA
Crux Wealth Advisors
California
$19.5M -$1.17M 5 6.74% Reduced
3761
DWAM
Duncan Williams Asset Management
Tennessee
$19.4M +$320K 8 4.38% Increased
3762
RCS
R2 Capital Strategies
Nebraska
$19.4M +$20.4M 6 8.8% New
3763
BFA
Blueprint Financial Advisors
North Carolina
$19.4M +$20.2M 4 2.16% New
3764
NFG
Norris Financial Group
South Carolina
$19.4M -$4M 4 7.72% Reduced
3765
PAS
Parsonex Advisory Services
Colorado
$19.4M -$76.7K 3 16.87% Reduced
3766
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$19.4M +$2.26M 8 0.32% Increased
3767
KGC
Kennon-Green & Company
Ohio
$19.3M -$58.9K 4 15.06% Reduced
3768
VWM
Vertrix Wealth Management
Michigan
$19.3M -$371K 5 6.5% Reduced
3769
OC
Opinicus Capital
Florida
$19.3M -$142K 5 10.34% Reduced
3770
SGI
Swan Global Investments
Colorado
$19.3M +$18M 5 0.57% Increased
3771
CCAM
Capelight Capital Asset Management
New York
$19.3M -$1.22M 3 9.26% Reduced
3772
CCM
Cloud Capital Management
Washington
$19.3M -$2.4M 4 7.04% Reduced
3773
KFS
Kaizen Financial Strategies
California
$19.3M -$1.4M 5 6.27% Reduced
3774
SPF
South Plains Financial
Texas
$19.3M -$177K 6 10.35% Reduced
3775
KAM
Karani Asset Management
New York
$19.3M +$624K 2 13.9% Increased