← 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
4251
AWH Capital
AWH Capital
Texas
$12.1M $0 1 10.98% Maintained
4252
LI
LHM Inc
Utah
$12.1M +$832K 2 4.76% Increased
4253
Olstein Capital Management
Olstein Capital Management
New York
$12.1M +$4.01M 3 2.64% Increased
4254
Sequent Planning
Sequent Planning
Nebraska
$12.1M -$68.4K 5 2.92% Reduced
4255
Navigation Group
Navigation Group
California
$12.1M +$13.2M 5 2.82% New
4256
DAM
Directional Asset Management
Illinois
$12.1M -$66.4K 4 11.02% Reduced
4257
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$12.1M +$12.6M 9 5.2% Increased
4258
Sunstone Asset Management
Sunstone Asset Management
New York
$12M +$5.93M 7 14.13% Increased
4259
Davidson Capital Management
Davidson Capital Management
Texas
$12M +$638K 4 2.18% Increased
4260
Proathlete Wealth Management
Proathlete Wealth Management
Florida
$12M -$351K 6 3.34% Reduced
4261
QVIDTVM Management
QVIDTVM Management
Texas
$12M +$8.92M 2 14.77% Increased
4262
Aldebaran Financial
Aldebaran Financial
$12M +$390K 4 11.41% Increased
4263
BWG
Boomfish Wealth Group
Georgia
$12M +$212K 4 6.41% Increased
4264
Solas Capital Management
Solas Capital Management
Connecticut
$12M +$8.94M 1 6.91% Increased
4265
Keystone Financial Planning
Keystone Financial Planning
Ohio
$12M $0 2 3.21% Maintained
4266
Shum Financial Group
Shum Financial Group
California
$12M +$777K 6 8.49% Increased
4267
Waypoint Wealth Counsel
Waypoint Wealth Counsel
Georgia
$12M -$5.16M 7 6.2% Reduced
4268
Hamilton Capital
Hamilton Capital
Ohio
$12M -$2.76K 7 0.62% Reduced
4269
G2 Investment Partners Management
G2 Investment Partners Management
New York
$12M +$4.27M 2 2.95% Increased
4270
RD Lewis Holdings
RD Lewis Holdings
Florida
$12M -$144K 4 10.37% Reduced
4271
CMAI
Capital Management Associates Inc
Minnesota
$12M +$267K 6 2.7% Increased
4272
Wolff Wiese Magana
Wolff Wiese Magana
California
$12M -$1.29M 20 6.6% Reduced
4273
Lakeridge Wealth Management
Lakeridge Wealth Management
Ohio
$12M +$357K 5 5.14% Increased
4274
Thomas Story & Son
Thomas Story & Son
Indiana
$12M -$964K 3 4.59% Reduced
4275
Meadow Creek Wealth Advisors
Meadow Creek Wealth Advisors
Georgia
$11.9M +$67.7K 6 7.73% Increased