← 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
1426
Verity & Verity
Verity & Verity
South Carolina
$13M +$240K 3 6.36% Increased
1427
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$13M -$2.04M 4 6.49% Reduced
1428
Rockland Trust
Rockland Trust
Massachusetts
$13M -$196K 3 2.54% Reduced
1429
GLRA
Gerald L. Ray & Associates
Texas
$12.9M +$146K 6 2.16% Increased
1430
MC
Muhlenkamp & Co
Pennsylvania
$12.9M +$5.39K 1 3.78% Increased
1431
Robeco Schweiz
Robeco Schweiz
Switzerland
$12.9M -$4.16M 3 1.2% Reduced
1432
FPCM
Fox Point Capital Management
New York
$12.8M $0 1 15.17% Maintained
1433
PSC
Prentiss Smith & Co
Vermont
$12.8M -$377K 6 7.1% Reduced
1434
OSNBOA
Old Second National Bank of Aurora
Illinois
$12.8M -$220K 7 6.43% Reduced
1435
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.8M -$2.72M 3 5.98% Reduced
1436
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$12.8M +$671K 3 5.15% Increased
1437
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$12.7M +$405K 7 4.04% Increased
1438
Edge Wealth Management
Edge Wealth Management
New York
$12.7M -$6.69M 6 4.79% Reduced
1439
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$12.7M -$618K 6 6.86% Reduced
1440
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$12.7M +$792K 7 0.96% Increased
1441
MMG
Monetary Management Group
Missouri
$12.6M -$449K 7 6.32% Reduced
1442
CHA
Cedar Hill Associates
Illinois
$12.6M +$26.4K 1 2.23% Increased
1443
NWAM LLC
NWAM LLC
Washington
$12.6M -$118K 6 10.42% Reduced
1444
MIM
Montgomery Investment Management
Maryland
$12.5M -$37.5K 2 7.4% Reduced
1445
PTB
Pioneer Trust Bank
Oregon
$12.5M +$269K 4 8.64% Increased
1446
LGC
Laurel Grove Capital
California
$12.5M +$1.32M 5 7.17% Increased
1447
Churchill Management
Churchill Management
California
$12.5M +$5.9M 3 1% Increased
1448
WKWM
Walter & Keenan Wealth Management
Indiana
$12.5M +$300K 4 7.7% Increased
1449
Mitchell Capital Management
Mitchell Capital Management
Kansas
$12.5M -$2.34M 1 4.35% Reduced
1450
SC
Saybrook Capital
North Carolina
$12.4M -$42.1K 3 8.35% Reduced