← 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
NWAM LLC
NWAM LLC
Washington
$18.4M +$1.25M 8 1.4% Increased
1427
DCM
Destrier Capital Management
New York
$18.4M -$3.39M 3 12.78% Reduced
1428
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$18.3M -$31.2K 3 5.22% Reduced
1429
Verity & Verity
Verity & Verity
South Carolina
$18.2M +$634K 3 6.7% Increased
1430
Rand Wealth
Rand Wealth
Maryland
$18.2M +$1.15M 7 2.38% Increased
1431
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$18.2M +$182K 3 6.1% Increased
1432
FCE
Fiera Capital (Europe)
Cayman Islands
$18.2M -$1.42M 1 10.69% Reduced
1433
MC
Menta Capital
California
$18.1M +$11.9M 9 1.73% Increased
1434
AT
Acadia Trust
Maine
$18.1M -$309K 2 5.5% Reduced
1435
LMR Partners
LMR Partners
United Kingdom
$18.1M -$5.48M 4 1.72% Reduced
1436
James Investment Research
James Investment Research
Ohio
$18.1M +$1.51M 6 0.48% Increased
1437
Gratus Capital
Gratus Capital
Georgia
$18.1M -$74.1K 4 2.65% Reduced
1438
TC
Towle & Co
Colorado
$18.1M -$2.42M 1 3.03% Reduced
1439
FL
Fort LP
Maryland
$18.1M -$1.57M 3 6.22% Reduced
1440
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$18M +$6.48M 2 0.51% Increased
1441
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18M -$372K 9 2.41% Reduced
1442
AA
Antipodean Advisors
New York
$17.9M +$10.3M 1 8.85% Increased
1443
Martin & Co
Martin & Co
Tennessee
$17.8M -$4.01M 5 5.86% Reduced
1444
KLC
Knowledge Leaders Capital
Colorado
$17.8M -$3.32M 2 5.92% Reduced
1445
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$17.7M +$1.81M 3 4.06% Increased
1446
VST
Van Strum & Towne
California
$17.7M +$6.51K 3 11.63% Increased
1447
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$17.7M +$6.22M 4 6.26% Increased
1448
BFIC
Bedell Frazier Investment Counselling
California
$17.6M +$879K 4 7.31% Increased
1449
Snow Capital Management
Snow Capital Management
Pennsylvania
$17.6M +$1.27M 2 0.79% Increased
1450
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$17.6M +$372K 11 2.64% Increased