← 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
1376
FWM
Frontier Wealth Management
Missouri
$37M +$1.04M 8 5.01% Increased
1377
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$36.9M +$541K 5 8.56% Increased
1378
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$36.9M +$4.79M 1 4.69% Increased
1379
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$36.9M +$1.86M 8 4.42% Increased
1380
JGC
J. Goldman & Co
New York
$36.8M +$27.3M 2 2.08% Increased
1381
Geneos Wealth Management
Geneos Wealth Management
Colorado
$36.8M -$4.3M 17 2.43% Reduced
1382
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$36.8M +$337K 8 6.51% Increased
1383
MayTech Global Investments
MayTech Global Investments
New York
$36.8M -$341K 5 19.42% Reduced
1384
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$36.8M +$6.62M 9 5% Increased
1385
PI
Pennant Investors
New Jersey
$36.7M -$5.8M 2 14.88% Reduced
1386
BRA
Bender Robert & Associates
California
$36.6M +$212K 6 17.93% Increased
1387
Thames Capital Management
Thames Capital Management
New Jersey
$36.6M +$17M 3 10.29% Increased
1388
KFS
Kurt F. Somerville
$36.6M +$1.17M 6 7.25% Increased
1389
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$36.5M -$5.59M 2 5.91% Reduced
1390
MGM
Miura Global Management
New York
$36.5M -$25.9M 1 6.25% Reduced
1391
Girard Partners
Girard Partners
Pennsylvania
$36.5M +$1.78M 7 6.8% Increased
1392
Hodges Capital Management
Hodges Capital Management
Texas
$36.4M +$11.4M 6 3.69% Increased
1393
ACM
Aljian Capital Management
Nevada
$36.3M +$223K 4 30.8% Increased
1394
Palisade Capital Management
Palisade Capital Management
New Jersey
$36.2M +$6.93M 6 1.16% Increased
1395
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$36.2M +$2.94M 6 0.67% Increased
1396
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$36.1M +$1.41M 7 4.24% Increased
1397
Robeco Schweiz
Robeco Schweiz
Switzerland
$36M +$3.27M 3 1.49% Increased
1398
RCP
Rothschild Capital Partners
New York
$36M +$3.5M 5 20.07% Increased
1399
SVA Wealth Management
SVA Wealth Management
Wisconsin
$35.9M +$334K 5 3.47% Increased
1400
Sabal Trust
Sabal Trust
Florida
$35.7M -$1.42M 4 3.17% Reduced