← 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
1001
Moors & Cabot
Moors & Cabot
Massachusetts
$256M +$5.07M 13 10.98% Increased
1002
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$255M -$26.1M 9 8.07% Reduced
1003
ET
Equitable Trust
Tennessee
$254M -$798K 10 11.35% Reduced
1004
MO
McMillan Office
Michigan
$253M +$241M 10 30.43% New
1005
DNCA Finance
DNCA Finance
France
$252M -$20.7M 6 14.62% Reduced
1006
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$252M +$293K 11 4.85% Increased
1007
Norris Perne & French
Norris Perne & French
Michigan
$251M -$3.87M 6 16.58% Reduced
1008
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$251M -$18.7M 1 2.76% Reduced
1009
Ancora Advisors
Ancora Advisors
Ohio
$251M -$36.6M 19 5.17% Reduced
1010
Brooklyn Investment Group
Brooklyn Investment Group
New York
$250M +$133M 19 11.52% Increased
1011
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$249M +$6.72M 6 14.84% Increased
1012
Meridiem Capital Partners
Meridiem Capital Partners
Texas
$249M +$100M 8 14.99% Increased
1013
Cumberland Partners
Cumberland Partners
Ontario, Canada
$247M +$6.82M 6 15.15% Increased
1014
GAM Holding
GAM Holding
Switzerland
$247M -$22.8M 8 15.75% Reduced
1015
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$247M +$14.4M 4 27.04% Increased
1016
Academy Capital Management
Academy Capital Management
Texas
$247M -$1.92M 5 32.79% Reduced
1017
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$247M -$26.6M 6 3.11% Reduced
1018
Spire Wealth Management
Spire Wealth Management
Virginia
$246M -$1.94M 18 8.25% Reduced
1019
Sculptor Capital
Sculptor Capital
New York
$246M -$99.3M 5 2.53% Reduced
1020
General American Investors
General American Investors
New York
$246M $0 3 13.86% Maintained
1021
CA
Cullinan Associates
Kentucky
$245M +$7.24M 6 16.6% Increased
1022
Weitz Investment Management
Weitz Investment Management
Nebraska
$245M -$30.6M 4 14.51% Reduced
1023
Dock Street Asset Management
Dock Street Asset Management
Florida
$243M -$25.1M 5 22.27% Reduced
1024
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$242M -$1.84M 6 7.87% Reduced
1025
Main Street Research
Main Street Research
Connecticut
$242M -$1.54M 6 13.82% Reduced