← 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
Essex Investment Management
Essex Investment Management
Massachusetts
$45.7M -$12.8M 11 6.54% Reduced
1527
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$45.7M +$480K 6 35.77% Increased
1528
Monetary Management Group
Monetary Management Group
Missouri
$45.7M -$3.61M 7 16.27% Reduced
1529
Resources Management Corp
Resources Management Corp
Connecticut
$45.5M +$20.5K 7 8.21% Increased
1530
Addenda Capital
Addenda Capital
Quebec, Canada
$45.2M -$300K 4 3.3% Reduced
1531
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$45.2M +$1.79M 7 10.62% Increased
1532
Mitchell Capital Management
Mitchell Capital Management
Kansas
$45.1M -$2.51M 5 13.09% Reduced
1533
NBT Bank
NBT Bank
New York
$44.8M +$232K 6 7.46% Increased
1534
Sabal Trust
Sabal Trust
Florida
$44.7M -$3.29M 5 3.9% Reduced
1535
SA
Strategic Advisors
New York
$44.7M -$887K 7 14.98% Reduced
1536
Engineers Gate Manager
Engineers Gate Manager
New York
$44.6M -$15M 17 2.09% Reduced
1537
Summit Trail Advisors
Summit Trail Advisors
New York
$44.6M +$11.6M 11 8.62% Increased
1538
PTB
Pioneer Trust Bank
Oregon
$44.5M -$44.9K 5 15.89% Reduced
1539
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$44.5M -$1.08M 7 8.69% Reduced
1540
WA
Winfield Associates
Ohio
$44.4M -$600K 6 21.16% Reduced
1541
Broadleaf Partners
Broadleaf Partners
Ohio
$44.4M -$335K 4 19.58% Reduced
1542
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$44.4M +$6.24M 4 13.74% Increased
1543
Western Wealth Management
Western Wealth Management
Colorado
$44.4M -$1.48M 10 7.25% Reduced
1544
BCM
Bares Capital Management
Texas
$44.4M -$22.1M 1 0.94% Reduced
1545
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$44.3M +$9.42M 10 12.44% Increased
1546
RIT Capital Partners
RIT Capital Partners
United Kingdom
$44.2M $0 1 20.42% Maintained
1547
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$44.1M +$6.15M 10 5.42% Increased
1548
WCM
Woodson Capital Management
Connecticut
$44.1M +$4.73M 1 2.52% Increased
1549
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$44.1M -$1.68M 7 9.01% Reduced
1550
Evanson Asset Management
Evanson Asset Management
California
$44.1M -$1.79M 7 7.97% Reduced