← 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
1501
FPCM
Financial Partners Capital Management
New York
$29M -$290K 4 8.81% Reduced
1502
Saba Capital Management
Saba Capital Management
New York
$29M -$15.9M 2 1.81% Reduced
1503
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$29M -$4.51M 5 7.14% Reduced
1504
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$28.8M -$689K 5 11.26% Reduced
1505
NIM
Nicollet Investment Management
Minnesota
$28.8M +$620K 5 20.72% Increased
1506
CIC
Chase Investment Counsel
Virginia
$28.7M -$2.53M 5 15.43% Reduced
1507
CCM
Crossvault Capital Management
Texas
$28.7M +$385K 4 15.28% Increased
1508
Trust Asset Management
Trust Asset Management
Texas
$28.6M +$1.34M 7 11.33% Increased
1509
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$28.5M +$1.25M 7 6.68% Increased
1510
Arden Trust
Arden Trust
Delaware
$28.5M -$1.1M 10 4.52% Reduced
1511
Fagan Associates
Fagan Associates
New York
$28.5M -$812K 5 12.77% Reduced
1512
DDD Partners
DDD Partners
Washington
$28.5M +$9.18M 4 11.57% Increased
1513
WA
Winfield Associates
Ohio
$28.4M -$51.1K 6 15.24% Reduced
1514
ACM
Aubrey Capital Management
United Kingdom
$28.4M +$3.77M 3 13.27% Increased
1515
GIM
Greylin Investment Management
Virginia
$28.4M +$1.82M 2 6.15% Increased
1516
Oxbow Advisors
Oxbow Advisors
Texas
$28.4M +$1.39M 6 3.61% Increased
1517
Clearstead Advisors
Clearstead Advisors
Ohio
$28.4M +$611K 7 4.05% Increased
1518
ARMC
American Research & Management Company
Massachusetts
$28.4M +$1.27M 7 9.85% Increased
1519
SC
Scholtz & Company
Connecticut
$28.3M +$2.38M 4 19.79% Increased
1520
BWM
Buckley Wealth Management
Nevada
$28.3M +$69.4K 7 13.37% Increased
1521
TI
TTP Investments
California
$28.3M +$6.17M 4 23.41% Increased
1522
OCM
Oakwood Capital Management
California
$28.2M -$585K 3 11.9% Reduced
1523
Family Management
Family Management
New York
$28.2M +$2.51M 6 17.47% Increased
1524
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$28.1M -$474K 6 5.84% Reduced
1525
Roundview Capital
Roundview Capital
New Jersey
$28.1M +$1.89M 6 7.35% Increased