← 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
1526
IHT Wealth Management
IHT Wealth Management
Illinois
$42.8M -$4.77M 10 5.86% Reduced
1527
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$42.8M +$7.8M 1 1.87% Increased
1528
Evanson Asset Management
Evanson Asset Management
California
$42.8M +$347K 7 8.47% Increased
1529
Zeal Asset Management
Zeal Asset Management
Hong Kong
$42.7M -$5.28M 1 12.88% Reduced
1530
Empirical Wealth Management
Empirical Wealth Management
Washington
$42.7M +$2.27M 8 3.98% Increased
1531
Stansberry Asset Management
Stansberry Asset Management
Texas
$42.7M +$3.91M 3 18.36% Increased
1532
RIT Capital Partners
RIT Capital Partners
United Kingdom
$42.5M -$19.6M 1 25.18% Reduced
1533
Slow Capital
Slow Capital
California
$42.4M -$171K 12 12.44% Reduced
1534
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$42.3M +$1.06M 7 9.15% Increased
1535
Park Avenue Securities
Park Avenue Securities
New York
$42.3M +$17.4M 11 1.6% Increased
1536
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$42.2M +$17.5M 8 8.13% Increased
1537
Savant Capital
Savant Capital
Illinois
$42.2M +$653K 7 3.2% Increased
1538
PTB
Pioneer Trust Bank
Oregon
$42.2M -$207K 5 16.23% Reduced
1539
PI
Pennant Investors
New Jersey
$42.2M -$18.3M 3 17.82% Reduced
1540
GJCM
Grand Jean Capital Management
California
$42.1M -$4.92M 4 16.92% Reduced
1541
Stewart & Patten Company
Stewart & Patten Company
California
$42.1M -$2.79M 6 7.96% Reduced
1542
PAM
Premier Asset Management
Illinois
$42M -$2.01M 7 14.03% Reduced
1543
Kingstown Capital Management
Kingstown Capital Management
New York
$41.9M -$1.87M 2 19.73% Reduced
1544
Western Wealth Management
Western Wealth Management
Colorado
$41.8M +$4.68M 10 7.59% Increased
1545
Girard Partners
Girard Partners
Pennsylvania
$41.8M -$6.11M 5 7.55% Reduced
1546
HA
Harbor Advisors
Florida
$41.8M +$161K 7 10.7% Increased
1547
WA
Winfield Associates
Ohio
$41.7M +$142K 5 21.35% Increased
1548
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$41.6M +$1.4M 7 12.71% Increased
1549
Broadleaf Partners
Broadleaf Partners
Ohio
$41.6M +$2.43M 4 20.38% Increased
1550
Campbell Capital Management
Campbell Capital Management
Florida
$41.5M -$6.5M 4 28.95% Reduced