← 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
$30M +$11K 7 7.59% Increased
1427
Monetary Management Group
Monetary Management Group
Missouri
$29.9M -$2.99M 6 12.41% Reduced
1428
Argent Trust
Argent Trust
Texas
$29.9M -$663K 7 8.17% Reduced
1429
Daiwa SB Investments
Daiwa SB Investments
Japan
$29.7M -$4.34M 9 8.62% Reduced
1430
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$29.7M -$4.55M 3 9.21% Reduced
1431
Fulcrum Capital
Fulcrum Capital
Washington
$29.7M +$433K 5 9.66% Increased
1432
Assured Investment Management
Assured Investment Management
New York
$29.4M -$3.22M 9 0.67% Reduced
1433
General Equity Holdings
General Equity Holdings
New York
$29.3M +$410K 1 22.97% Increased
1434
GSA Capital Partners
GSA Capital Partners
United Kingdom
$29.2M -$4.02M 13 1.55% Reduced
1435
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$29.2M -$1.06M 10 4.03% Reduced
1436
Global Financial Private Capital
Global Financial Private Capital
Florida
$29.2M +$8.87M 9 1.02% Increased
1437
GIM
Greylin Investment Management
Virginia
$29.2M +$1.89M 2 6.34% Increased
1438
Checchi Capital Advisers
Checchi Capital Advisers
California
$29.1M +$2.91M 10 3.83% Increased
1439
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$29.1M +$755K 8 9.66% Increased
1440
SRFM
Shannon River Fund Management
New York
$28.9M +$17.4M 2 7.23% Increased
1441
ACM
Ariose Capital Management
Hong Kong
$28.8M +$29.6M 1 14.19% New
1442
GW & Wade
GW & Wade
Massachusetts
$28.8M +$134K 9 3.33% Increased
1443
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$28.8M -$1.14M 1 4.14% Reduced
1444
Chase Investment Counsel
Chase Investment Counsel
Virginia
$28.7M -$368K 5 14.91% Reduced
1445
ARMC
American Research & Management Company
Massachusetts
$28.7M -$406K 6 9.44% Reduced
1446
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$28.7M -$132K 6 4.03% Reduced
1447
RiverPark Advisors
RiverPark Advisors
New York
$28.7M -$15.9M 4 5.53% Reduced
1448
KC
Keenan Capital
California
$28.7M $0 4 16.73% Maintained
1449
Sunriver Management
Sunriver Management
Connecticut
$28.6M -$4.86M 1 6.41% Reduced
1450
Whetstone Capital Advisors
Whetstone Capital Advisors
Kansas
$28.6M +$3.03M 3 13.89% Increased