← 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
976
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$213M -$4.6M 6 18.35% Reduced
977
Kanawha Capital Management
Kanawha Capital Management
Virginia
$212M +$514K 6 15.71% Increased
978
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$211M $0 3 1.71% Maintained
979
Martingale Asset Management
Martingale Asset Management
Massachusetts
$211M -$9.7M 12 5.18% Reduced
980
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$211M +$7.51M 5 23.51% Increased
981
New Age Alpha Advisors
New Age Alpha Advisors
New York
$211M -$10.2M 12 9.27% Reduced
982
Verus Capital Partners
Verus Capital Partners
Arizona
$210M +$229K 8 18.74% Increased
983
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$210M +$3.75M 17 1.84% Increased
984
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$210M -$1.83M 1 7.34% Reduced
985
Wedge Capital Management
Wedge Capital Management
North Carolina
$210M +$2.03M 7 3.74% Increased
986
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$210M +$28.5M 6 15.56% Increased
987
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$208M -$15.4M 3 21.6% Reduced
988
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$208M -$17.3M 10 4.61% Reduced
989
Level Four Advisory Services
Level Four Advisory Services
Texas
$208M +$9.9M 12 7.66% Increased
990
Summit Financial
Summit Financial
New Jersey
$208M +$15.7M 8 4.7% Increased
991
Howard Capital Management
Howard Capital Management
Georgia
$208M +$1.75M 10 3.11% Increased
992
Windward Capital Management
Windward Capital Management
California
$208M -$1.61M 5 17.63% Reduced
993
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$208M +$1.12M 12 10.98% Increased
994
Sigma Planning Corp
Sigma Planning Corp
Michigan
$207M -$7.46M 13 6.24% Reduced
995
Academy Capital Management
Academy Capital Management
Texas
$207M -$708K 5 29.53% Reduced
996
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$206M -$717K 6 13.67% Reduced
997
Parsons Capital Management
Parsons Capital Management
Rhode Island
$206M -$52.8M 6 12.65% Reduced
998
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$206M +$92.7M 4 5.21% Increased
999
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$206M -$1.22M 7 11.26% Reduced
1000
NBT Bank
NBT Bank
New York
$205M -$1.43M 11 14.07% Reduced