← 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
1301
Means Investment Company
Means Investment Company
Maine
$57.6M -$75.2K 8 18.05% Reduced
1302
SRAM
Stone Ridge Asset Management
New York
$57.2M -$21.6M 7 9.14% Reduced
1303
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$57.1M +$37M 6 12.14% Increased
1304
WA
Wealth Advisors
California
$57.1M -$183K 6 30.31% Reduced
1305
RWA
Ropes Wealth Advisors
Massachusetts
$57.1M +$639K 14 11.64% Increased
1306
Palisade Asset Management
Palisade Asset Management
Minnesota
$57M -$882K 6 9.1% Reduced
1307
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$56.9M -$9.36M 11 3% Reduced
1308
IberiaBank
IberiaBank
Louisiana
$56.8M -$10.8M 7 6.69% Reduced
1309
ACM
Aljian Capital Management
Nevada
$56.7M -$159K 5 36.4% Reduced
1310
Fagan Associates
Fagan Associates
New York
$56.6M +$1.58M 4 18.05% Increased
1311
RSS
Rosenblum Silverman Sutton
California
$56.3M -$226K 5 18.07% Reduced
1312
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$56.3M +$20.6M 1 4.79% Increased
1313
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$56.3M +$9.42M 9 13.17% Increased
1314
RBF Capital
RBF Capital
California
$56.1M +$648K 6 6.05% Increased
1315
CWA Asset Management Group
CWA Asset Management Group
Florida
$56M -$1.04M 5 9.81% Reduced
1316
Conning Inc
Conning Inc
Connecticut
$56M -$1.87M 9 2.08% Reduced
1317
MWM
Madison Wealth Management
Ohio
$56M -$483K 6 18.41% Reduced
1318
Arrow Financial
Arrow Financial
New York
$56M -$4.36M 6 12.2% Reduced
1319
TIM
Tikehau Investment Management
France
$55.8M -$42.6M 2 15.22% Reduced
1320
AJ
Ashburton (Jersey)
Jersey
$55.8M -$11.2M 8 28.8% Reduced
1321
Grimes & Company
Grimes & Company
Massachusetts
$55.7M -$1.13M 5 3.87% Reduced
1322
CPH
C Partners Holding
Switzerland
$55.6M -$25.5M 2 15.27% Reduced
1323
Edge Wealth Management
Edge Wealth Management
New York
$55.5M -$3.25M 11 10.53% Reduced
1324
Engineers Gate Manager
Engineers Gate Manager
New York
$55.4M +$22.2M 19 2.82% Increased
1325
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$55.4M +$790K 8 6.4% Increased