← 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
901
HMP
HS Management Partners
New York
$205M -$11.7M 3 13.22% Reduced
902
Avenir Corporation
Avenir Corporation
Virginia
$205M -$21.1M 4 20.71% Reduced
903
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$205M -$7.05M 7 4.5% Reduced
904
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$204M -$80.2K 11 24.59% Reduced
905
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$203M -$914K 7 12.5% Reduced
906
PointState Capital
PointState Capital
New York
$202M -$90.3M 2 3.66% Reduced
907
Park Avenue Securities
Park Avenue Securities
New York
$202M -$9.8M 14 2.27% Reduced
908
CSPIA
Cary Street Partners Investment Advisory
Virginia
$201M +$2.03M 9 7.4% Increased
909
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$201M +$15.3M 12 5.92% Increased
910
Delta Asset Management
Delta Asset Management
Tennessee
$200M -$4.29M 11 17.27% Reduced
911
Thomasville National Bank
Thomasville National Bank
Georgia
$200M +$2.35M 6 14.85% Increased
912
Harvard Management Company
Harvard Management Company
Massachusetts
$200M -$62.7M 2 11.51% Reduced
913
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$200M -$48.1K 5 12.93% Reduced
914
SignatureFD
SignatureFD
Georgia
$199M -$1.76M 25 3.79% Reduced
915
Axxcess Wealth Management
Axxcess Wealth Management
California
$199M -$5.36M 9 4.88% Reduced
916
Windward Capital Management
Windward Capital Management
California
$199M +$5.34M 5 15.16% Increased
917
MA
Mutual Advisors
Nebraska
$198M +$5.06M 11 5.8% Increased
918
SCS Capital Management
SCS Capital Management
Massachusetts
$198M -$12.5M 4 3.99% Reduced
919
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$197M -$2.67M 6 17.15% Reduced
920
Fernbridge Capital Management
Fernbridge Capital Management
California
$197M -$12.7M 3 12.09% Reduced
921
Howard Capital Management
Howard Capital Management
Georgia
$197M +$175M 8 3.23% Increased
922
Wedge Capital Management
Wedge Capital Management
North Carolina
$196M -$18.4M 8 3.39% Reduced
923
Weitz Investment Management
Weitz Investment Management
Nebraska
$196M -$8.8M 4 9.66% Reduced
924
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$196M +$2.36M 7 4.52% Increased
925
MFWM
Motley Fool Wealth Management
Virginia
$196M -$13.9M 3 9.82% Reduced