← 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
1476
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$64.7M +$6.24M 6 26.2% Increased
1477
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$64.7M -$1.03M 8 5.15% Reduced
1478
FACT Capital
FACT Capital
New York
$64.7M +$11.1M 4 25.67% Increased
1479
Progressive Investment Management
Progressive Investment Management
Oregon
$64.7M -$690K 5 21% Reduced
1480
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$64.6M +$56.2M 4 17.8% Increased
1481
Harvey Capital Management
Harvey Capital Management
Florida
$64.6M +$1.55M 6 22.74% Increased
1482
Sycomore Asset Management
Sycomore Asset Management
France
$64.6M +$3.79M 7 16.52% Increased
1483
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$64.6M -$1.66M 3 8.91% Reduced
1484
SC
Shellback Capital
Massachusetts
$64.4M +$9.7M 3 6.23% Increased
1485
Anchor Investment Management
Anchor Investment Management
South Carolina
$64.4M +$1.83M 14 8.4% Increased
1486
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$64.4M +$7.01M 6 17.65% Increased
1487
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$64.2M +$746K 5 26.66% Increased
1488
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$64.1M -$2.46M 6 9.03% Reduced
1489
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$63.9M +$2.05M 3 15.6% Increased
1490
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$63.8M -$1.49M 6 12.86% Reduced
1491
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$63.6M -$113K 6 9.64% Reduced
1492
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$63.6M +$64.9M 2 6.09% New
1493
Avitas Wealth Management
Avitas Wealth Management
California
$63.5M +$687K 6 12.08% Increased
1494
James Investment Research
James Investment Research
Ohio
$63.4M +$124K 3 8.38% Increased
1495
Thematics Asset Management
Thematics Asset Management
France
$63.4M +$3.2M 4 3.12% Increased
1496
Gifford Fong Associates
Gifford Fong Associates
California
$63.2M $0 8 15.12% Maintained
1497
AMG National Trust Bank
AMG National Trust Bank
Colorado
$63.1M -$1.58M 7 2.21% Reduced
1498
Annex Advisory Services
Annex Advisory Services
Wisconsin
$63M +$7.84M 6 3.81% Increased
1499
Foster & Motley
Foster & Motley
Ohio
$62.9M -$219K 8 5.16% Reduced
1500
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$62.9M +$11.4M 9 4.15% Increased