← 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
WIA
Wealthstreet Investment Advisors
Texas
$40.7M +$1.07M 9 5.27% Increased
1327
JAM
JW Asset Management
Florida
$40.7M -$2M 2 21.87% Reduced
1328
Dundas Partners
Dundas Partners
United Kingdom
$40.5M -$1.17M 3 9.46% Reduced
1329
Gratus Capital
Gratus Capital
Georgia
$40.5M +$5.81M 5 6.6% Increased
1330
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$40.4M +$37.2K 4 10.59% Increased
1331
FWM
Frontier Wealth Management
Missouri
$40.4M +$2.31M 8 5.96% Increased
1332
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$40.3M -$4.02M 9 4.33% Reduced
1333
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$40.1M +$40 6 0.78% Increased
1334
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$40.1M -$5.37M 10 6.72% Reduced
1335
SAM
SP Asset Management
California
$40M +$1.93M 7 10.19% Increased
1336
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$40M +$1.97M 8 4.65% Increased
1337
KC
Keenan Capital
California
$39.9M +$4.42M 3 15.97% Increased
1338
Transform Wealth
Transform Wealth
Colorado
$39.8M -$491K 7 5.86% Reduced
1339
L & S Advisors
L & S Advisors
California
$39.8M -$16.4M 6 5.25% Reduced
1340
SC
Selz Capital
New York
$39.8M -$47.6M 3 10.75% Reduced
1341
Graham Capital Management
Graham Capital Management
Connecticut
$39.7M -$25.8M 2 1.17% Reduced
1342
SIP
Stoneridge Investment Partners
Pennsylvania
$39.7M -$14.5M 7 14.1% Reduced
1343
PGIM
Pacific Global Investment Management
California
$39.6M -$2.24M 6 9.25% Reduced
1344
Laurion Capital Management
Laurion Capital Management
New York
$39.6M -$1.23M 10 0.39% Reduced
1345
AIM
Atlantic Investment Management
New York
$39.5M -$286K 1 10.65% Reduced
1346
HCM
Hoplite Capital Management
New York
$39.5M -$6.18M 1 5.41% Reduced
1347
Dorsey Asset Management
Dorsey Asset Management
Illinois
$39.4M +$305K 1 8.81% Increased
1348
Howe & Rusling
Howe & Rusling
New York
$39.4M +$2.29M 12 6.81% Increased
1349
HLA
Hamilton Lane Advisors
Pennsylvania
$39.4M +$17.6M 5 19.51% Increased
1350
6 Meridian
6 Meridian
Kansas
$39.3M -$197K 4 3.95% Reduced