← 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
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$33.8M -$3.45M 2 2.07% Reduced
1352
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$33.7M +$364K 17 3.17% Increased
1353
KFS
Kurt F. Somerville
$33.7M -$1.93M 5 7.44% Reduced
1354
BPM
Bowling Portfolio Management
Ohio
$33.6M +$5.03M 8 4.6% Increased
1355
Griffin Asset Management
Griffin Asset Management
New York
$33.6M +$723K 7 6.12% Increased
1356
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$33.6M -$111K 5 7.82% Reduced
1357
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$33.5M -$982K 6 1.39% Reduced
1358
Geneos Wealth Management
Geneos Wealth Management
Colorado
$33.5M +$2.37M 18 2.93% Increased
1359
WIS
Wright Investors Service
Connecticut
$33.5M -$257K 7 11.51% Reduced
1360
TEC
Tiger Eye Capital
Tennessee
$33.4M -$17.8M 3 7.35% Reduced
1361
CW
Cobiz Wealth
Colorado
$33.4M -$1.8M 6 7.07% Reduced
1362
Zevin Asset Management
Zevin Asset Management
Massachusetts
$33.4M -$4.37M 6 8.67% Reduced
1363
Quantbot Technologies
Quantbot Technologies
New York
$33.3M -$4.61M 12 2.87% Reduced
1364
YCG LLC
YCG LLC
Texas
$33.3M +$6.53M 2 7.28% Increased
1365
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$33.2M +$1.28M 5 7.46% Increased
1366
First American Trust
First American Trust
California
$33.2M -$13.3K 5 8.06% Reduced
1367
RWA
Ropes Wealth Advisors
Massachusetts
$33.2M -$411K 12 9.08% Reduced
1368
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$33M +$1.88M 3 15.41% Increased
1369
Parallel Advisors
Parallel Advisors
California
$32.9M +$747K 17 5.14% Increased
1370
Level Four Advisory Services
Level Four Advisory Services
Texas
$32.8M +$800K 8 2.55% Increased
1371
Bristlecone Advisors
Bristlecone Advisors
Washington
$32.6M -$2.32M 5 10.97% Reduced
1372
HAM
Harber Asset Management
North Carolina
$32.6M -$16.1M 6 10.54% Reduced
1373
Virtu Financial
Virtu Financial
New York
$32.6M -$12M 18 1.75% Reduced
1374
SCM
Stonebridge Capital Management
California
$32.6M +$3.52M 6 11.92% Increased
1375
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$32.5M -$65.2K 5 10.05% Reduced