← 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
1326
Bridges Investment Management
Bridges Investment Management
Nebraska
$15.1M +$447K 4 2.64% Increased
1327
SCA
Strategic Capital Alternatives
United States
$15.1M +$10.4M 5 3.75% Increased
1328
TCCM
Timber Creek Capital Management
Massachusetts
$15M -$372K 5 11.96% Reduced
1329
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$15M -$20.5K 4 6.35% Reduced
1330
Private Management Group
Private Management Group
California
$15M -$237K 1 0.96% Reduced
1331
AIIMS
Analyst IMS Investment Management Services
Israel
$14.9M +$722K 5 5.78% Increased
1332
IPC
Independent Portfolio Consultants
Florida
$14.9M -$670K 10 3.04% Reduced
1333
AIC
Argus Investors Counsel
New York
$14.9M +$580K 3 5.98% Increased
1334
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$14.8M +$383K 5 1.76% Increased
1335
SPM
Symmetry Peak Management
Pennsylvania
$14.8M +$5.94M 1 2% Increased
1336
BTNA
Bremer Trust National Association
Minnesota
$14.8M -$429K 8 4.71% Reduced
1337
PGIM
Pacific Global Investment Management
California
$14.8M +$1.79M 4 2.75% Increased
1338
AI
ArchPoint Investors
Florida
$14.8M +$12.7M 2 10.07% Increased
1339
CCA
Covey Capital Advisors
Georgia
$14.8M +$217K 2 9% Increased
1340
MA
Marshwinds Advisory
Georgia
$14.8M +$696K 4 6.99% Increased
1341
VOAM
Vertex One Asset Management
British Columbia, Canada
$14.7M $0 1 1.74% Maintained
1342
Washington Trust Bank
Washington Trust Bank
Washington
$14.7M +$1.77M 8 3.53% Increased
1343
SVA Wealth Management
SVA Wealth Management
Wisconsin
$14.6M +$10.9M 4 2.66% Increased
1344
IMS
Index Management Solutions
Pennsylvania
$14.6M -$11.9M 12 10.94% Reduced
1345
Leuthold Group
Leuthold Group
Minnesota
$14.5M +$7.59M 4 1.35% Increased
1346
CAM
Cubic Asset Management
Massachusetts
$14.5M +$1.07M 4 4.64% Increased
1347
Strategic Financial Services
Strategic Financial Services
New York
$14.5M +$677K 4 3.73% Increased
1348
FTB
First Trust Bank
Bahamas
$14.4M +$15M 2 20.04% New
1349
Essex Financial Services
Essex Financial Services
Connecticut
$14.4M +$465K 6 3.7% Increased
1350
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$14.3M -$746K 1 10.08% Reduced