← 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
1276
Tradewinds Capital Management
Tradewinds Capital Management
Washington
$87.9M -$472K 19 14.25% Reduced
1277
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$87.9M +$4.73M 8 9.25% Increased
1278
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$87.8M -$779K 10 2.73% Reduced
1279
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$87.7M -$790K 4 7.91% Reduced
1280
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$87.7M +$6.73M 7 4.66% Increased
1281
RNC Capital Management
RNC Capital Management
California
$87.6M +$36.1M 6 4.45% Increased
1282
MWA
Miller Wealth Advisors
Colorado
$87.4M +$984K 3 56.71% Increased
1283
Ninety One
Ninety One
South Africa
$87.3M +$38.2M 5 24.4% Increased
1284
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$87M +$10.1M 9 2.55% Increased
1285
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$87M +$8.28M 9 7.3% Increased
1286
Verde Servicos Internacionais
Verde Servicos Internacionais
Brazil
$86.4M -$51.1M 2 14.59% Reduced
1287
Ally Financial
Ally Financial
Michigan
$86.2M +$25.4M 4 9.93% Increased
1288
E
Ergoteles
New York
$86.1M +$48.9M 17 3.26% Increased
1289
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$86M +$539M 7 9.42% Increased
1290
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$85.9M +$596K 6 23.28% Increased
1291
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$85.8M +$7.3M 5 14.1% Increased
1292
Alerus Financial
Alerus Financial
North Dakota
$85.6M +$468K 4 7.3% Increased
1293
RBF Capital
RBF Capital
California
$85.1M +$2.87M 10 5.44% Increased
1294
Telemus Capital
Telemus Capital
Michigan
$85M +$2M 8 7.42% Increased
1295
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$85M +$8.94M 10 6.45% Increased
1296
C
Chescapmanager
Maryland
$84.7M -$10.5M 3 11.5% Reduced
1297
East Coast Asset Management
East Coast Asset Management
Massachusetts
$84.7M +$60.1K 6 20.15% Increased
1298
Murphy Capital Management
Murphy Capital Management
New Jersey
$84.3M -$2.3M 6 9.77% Reduced
1299
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$84.1M +$344K 5 8.42% Increased
1300
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$84M +$2.42M 7 7.35% Increased