← 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
1201
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$150M -$1.09M 6 16.62% Reduced
1202
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$150M -$1.79M 14 11.67% Reduced
1203
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$150M -$71.6K 12 4.73% Reduced
1204
Patten & Patten
Patten & Patten
Tennessee
$150M +$329K 7 9.06% Increased
1205
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$150M +$61M 16 2.84% Increased
1206
DA
Dash Acquisitions
California
$150M -$6.58K 6 31.16% Reduced
1207
Dundas Partners
Dundas Partners
United Kingdom
$150M -$2.96M 2 11.93% Reduced
1208
Tremblant Capital Group
Tremblant Capital Group
Florida
$150M +$77M 3 4.81% Increased
1209
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$149M +$10M 1 1.58% Increased
1210
Oakmont Corp
Oakmont Corp
California
$149M +$4.59M 6 28.34% Increased
1211
ALPS Advisors
ALPS Advisors
Colorado
$149M -$5.96M 13 0.7% Reduced
1212
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$149M +$42.2K 6 9.46% Increased
1213
Petrus Trust Company
Petrus Trust Company
Texas
$149M -$5.57M 4 16.24% Reduced
1214
JC
JBF Capital
Colorado
$148M $0 3 21.91% Maintained
1215
Findlay Park Partners
Findlay Park Partners
United Kingdom
$148M +$27.9M 1 2.06% Increased
1216
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$148M +$5.27M 8 10.98% Increased
1217
TruWealth Advisors
TruWealth Advisors
Louisiana
$148M -$6.44M 6 7.1% Reduced
1218
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$148M -$2.74M 6 11.28% Reduced
1219
Smith Group Asset Management
Smith Group Asset Management
Texas
$148M +$7.99M 5 7.52% Increased
1220
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$147M -$5.92M 5 11.07% Reduced
1221
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$147M -$39.2M 8 6.23% Reduced
1222
Vestor Capital
Vestor Capital
Illinois
$147M -$130M 9 10.63% Reduced
1223
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$147M -$2.7M 10 10.07% Reduced
1224
ProVise Management Group
ProVise Management Group
Florida
$147M -$1.22M 6 10.54% Reduced
1225
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$146M +$86.9M 4 13.47% Increased