← 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
1351
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$14.3M -$56.2K 6 6.74% Reduced
1352
Convergence Investment Partners
Convergence Investment Partners
Florida
$14.3M -$16.1M 5 1.98% Reduced
1353
OIMU
Orbis Investment Management (US)
California
$14.3M +$9.5M 2 11.73% Increased
1354
MIC
MU Investments Company
Japan
$14.2M -$813K 5 6.63% Reduced
1355
Private Trust Company
Private Trust Company
Ohio
$14.2M +$3.14M 6 4.08% Increased
1356
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$14.2M -$1.76M 2 4.06% Reduced
1357
FBP
Flippin Bruce & Porter
Virginia
$14.2M +$56.8K 2 4.89% Increased
1358
CWM
Concert Wealth Management
California
$14.2M +$1.9M 6 4.04% Increased
1359
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$14.2M +$5.28M 5 2.43% Increased
1360
Capstone Investment Advisors
Capstone Investment Advisors
New York
$14M -$13.8M 3 0.23% Reduced
1361
ARS Investment Partners
ARS Investment Partners
New York
$14M -$2.48M 2 2.6% Reduced
1362
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$13.9M +$3.65M 4 4.23% Increased
1363
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$13.9M +$14.8M 1 1.94% New
1364
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$13.8M -$458K 3 4.68% Reduced
1365
ASA
Armstrong Shaw Associates
Connecticut
$13.8M +$152K 1 2.96% Increased
1366
Patten & Patten
Patten & Patten
Tennessee
$13.8M -$360K 4 1.98% Reduced
1367
HC
HHG & Company
Connecticut
$13.7M -$2.18M 3 3.62% Reduced
1368
PAM
Paradigm Asset Management
New York
$13.7M +$3.27M 3 1.53% Increased
1369
Paloma Partners
Paloma Partners
Connecticut
$13.7M -$360K 9 0.39% Reduced
1370
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$13.7M +$163K 3 4.58% Increased
1371
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$13.7M -$210K 5 6.4% Reduced
1372
WRM
Westport Resources Management
Connecticut
$13.7M +$1.13M 6 3.74% Increased
1373
CC
Cornerstone Capital
California
$13.7M -$101K 2 3.56% Reduced
1374
Reinhart Partners
Reinhart Partners
Wisconsin
$13.7M +$1.31M 5 1% Increased
1375
BBI
Baxter Bros Inc
Connecticut
$13.7M -$150K 3 4.97% Reduced