← 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
1451
Palisade Asset Management
Palisade Asset Management
Minnesota
$106M +$1.3M 6 10.69% Increased
1452
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$106M -$42.4M 5 14.73% Reduced
1453
Caldwell Trust
Caldwell Trust
Florida
$106M +$1.49M 11 9.5% Increased
1454
GUB
Golden Unicorn BVI
$106M $0 2 15.25% Maintained
1455
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$106M -$14.6M 12 6.03% Reduced
1456
Harvey Capital Management
Harvey Capital Management
Florida
$106M -$2.48M 6 24.18% Reduced
1457
Boothbay Fund Management
Boothbay Fund Management
New York
$106M -$17M 20 1.37% Reduced
1458
EULAV Asset Management
EULAV Asset Management
Florida
$106M -$16M 5 3.39% Reduced
1459
Confluence Investment Management
Confluence Investment Management
Missouri
$106M -$5.6M 4 1.64% Reduced
1460
Georgetown University
Georgetown University
District of Columbia
$106M +$21.7M 4 47.89% Increased
1461
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$106M -$4.7M 8 6.18% Reduced
1462
Professional Advisory Services
Professional Advisory Services
Florida
$106M +$4.93M 6 14.59% Increased
1463
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$106M +$16.1M 25 4.07% Increased
1464
Benchstone Capital Management
Benchstone Capital Management
New York
$106M -$7.43M 5 12.29% Reduced
1465
Webster Bank
Webster Bank
Connecticut
$106M +$87.1K 13 9.99% Increased
1466
Cartenna Capital
Cartenna Capital
Connecticut
$106M +$32.1M 2 3.85% Increased
1467
Polunin Capital Partners
Polunin Capital Partners
United Kingdom
$106M -$78.3M 1 27.38% Reduced
1468
RFG Advisory
RFG Advisory
Alabama
$105M +$6.62M 13 1.93% Increased
1469
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$105M -$2.94M 15 2.75% Reduced
1470
Procyon Advisors
Procyon Advisors
Connecticut
$105M +$3.61M 9 5.13% Increased
1471
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$105M +$4.9M 5 10.01% Increased
1472
Long Corridor Asset Management
Long Corridor Asset Management
Hong Kong
$104M +$56.7M 3 25.38% Increased
1473
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$104M -$5.01M 8 2.83% Reduced
1474
Nations Financial Group
Nations Financial Group
Iowa
$104M -$2.25M 10 5.36% Reduced
1475
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$104M +$35.6M 2 3.78% Increased