← 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
HCM
Harspring Capital Management
New York
$55.7M +$17M 2 9.71% Increased
1502
CIA
Covington Investment Advisors
Pennsylvania
$55.6M +$1.73M 3 13.43% Increased
1503
TCF National Bank
TCF National Bank
South Dakota
$55.6M -$9.8M 6 6.3% Reduced
1504
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$55.6M +$55.5M 8 3.34% New
1505
TCOT
Trust Company of Toledo
Ohio
$55.5M -$111K 6 10.01% Reduced
1506
RIM
Regent Investment Management
Kentucky
$55.5M +$1.23M 6 13.97% Increased
1507
Country Club Trust
Country Club Trust
Missouri
$55.3M +$349K 6 5.19% Increased
1508
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$55.2M -$226K 7 12.86% Reduced
1509
Coastline Trust
Coastline Trust
Rhode Island
$55.1M +$445K 6 7.1% Increased
1510
Anglepoint Asset Management
Anglepoint Asset Management
Cayman Islands
$54.9M -$294M 1 4.28% Reduced
1511
Governors Lane
Governors Lane
New York
$54.9M +$4.25M 1 3.69% Increased
1512
Merriman Wealth Management
Merriman Wealth Management
Washington
$54.9M -$66.6M 4 6.28% Reduced
1513
Schnieders Capital Management
Schnieders Capital Management
California
$54.8M +$2.17M 7 16.43% Increased
1514
AA
Ancient Art
Texas
$54.7M +$9.9M 1 5.31% Increased
1515
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$54.7M -$3.73M 1 3.2% Reduced
1516
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$54.6M -$7.65M 4 9.91% Reduced
1517
M Holdings Securities
M Holdings Securities
Oregon
$54.6M +$38.5M 9 4.97% Increased
1518
Princeton Capital Management
Princeton Capital Management
New Jersey
$54.6M +$308K 6 18.46% Increased
1519
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$54.5M -$3.11M 6 4.04% Reduced
1520
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$54.4M +$21.9M 3 17.17% Increased
1521
Empirical Wealth Management
Empirical Wealth Management
Washington
$54.4M -$3.11M 10 4.36% Reduced
1522
Goelzer Investment Management
Goelzer Investment Management
Indiana
$54.3M -$5.72M 8 4.78% Reduced
1523
Cartica Management
Cartica Management
District of Columbia
$54.1M -$16.3M 2 14.48% Reduced
1524
First Merchants Corp
First Merchants Corp
Indiana
$54.1M +$1.82M 6 3.6% Increased
1525
Essex Financial Services
Essex Financial Services
Connecticut
$53.9M -$1.68M 7 9.67% Reduced