← 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
1401
Western Wealth Management
Western Wealth Management
Colorado
$70.6M +$2.42M 11 5.97% Increased
1402
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$70.6M -$874K 8 7.31% Reduced
1403
PAM
Private Asset Management
California
$70.4M -$10.3M 6 16.54% Reduced
1404
Kryger Capital
Kryger Capital
United Kingdom
$70.3M +$51.9M 1 8.12% Increased
1405
First Merchants Corp
First Merchants Corp
Indiana
$70.3M -$370K 5 6.27% Reduced
1406
MWA
Miller Wealth Advisors
Colorado
$70.2M +$132K 3 47.77% Increased
1407
IG
Ithaka Group
Virginia
$70M +$396K 3 16.11% Increased
1408
CapWealth Advisors
CapWealth Advisors
Tennessee
$69.9M +$4.03M 5 8.97% Increased
1409
Sabal Trust
Sabal Trust
Florida
$69.9M -$21.1K 6 4.67% Reduced
1410
Cadence Bank
Cadence Bank
Mississippi
$69.8M +$2.75M 6 6.14% Increased
1411
Essex Financial Services
Essex Financial Services
Connecticut
$69.8M -$682K 7 8.08% Reduced
1412
Bath Savings Trust
Bath Savings Trust
Maine
$69.8M -$195K 6 8.57% Reduced
1413
Caldwell Trust
Caldwell Trust
Florida
$69.8M +$30.5K 12 9.52% Increased
1414
Noked Israel
Noked Israel
Israel
$69.7M +$30.9M 4 21.14% Increased
1415
SGCM
Sand Grove Capital Management
United Kingdom
$69.4M +$17.5M 1 8.65% Increased
1416
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$69.4M -$807K 7 3.6% Reduced
1417
Bank of Hawaii
Bank of Hawaii
Hawaii
$69.4M +$2.11M 6 3.99% Increased
1418
Magnetar Financial
Magnetar Financial
Illinois
$69.3M +$4.81M 4 1.77% Increased
1419
SA
Strategic Advisors
New York
$69.3M +$730K 9 13.66% Increased
1420
ANHIM
Alan N. Hoffman Investment Management
Massachusetts
$69.2M -$543K 4 44.59% Reduced
1421
FFH
Fairfax Financial Holdings
Ontario, Canada
$69.2M $0 2 3.71% Maintained
1422
Americana Partners
Americana Partners
Texas
$69.1M +$23M 6 7.47% Increased
1423
Blue Chip Partners
Blue Chip Partners
Michigan
$69.1M -$506K 6 8.23% Reduced
1424
CA
Claar Advisors
New York
$69.1M -$5.4M 4 27.4% Reduced
1425
Cartenna Capital
Cartenna Capital
Connecticut
$68.9M +$15.7M 2 7.04% Increased