← 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
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$46.5M -$3.54M 4 10.6% Reduced
1527
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$46.3M -$379K 9 5.37% Reduced
1528
Simplicity Solutions
Simplicity Solutions
Minnesota
$46.3M +$5.85M 7 6.71% Increased
1529
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$46.2M +$20.2K 4 5.63% Increased
1530
HAP Trading
HAP Trading
New York
$46.2M +$42.4M 5 3.09% Increased
1531
Tompkins Financial
Tompkins Financial
New York
$46.2M -$548K 10 7.79% Reduced
1532
Shufro Rose & Co
Shufro Rose & Co
New York
$46.2M +$2.27M 7 4.61% Increased
1533
Westwind Capital
Westwind Capital
New Mexico
$46.1M -$537K 4 16.16% Reduced
1534
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$46.1M +$20.9M 5 4% Increased
1535
North Star Investment Management
North Star Investment Management
Illinois
$46.1M +$165K 17 4.52% Increased
1536
Water Island Capital
Water Island Capital
New York
$46M +$25.7M 3 2.6% Increased
1537
CCM
Cohen Capital Management
California
$46M +$379K 7 10.14% Increased
1538
Trust Asset Management
Trust Asset Management
Texas
$45.9M +$3.56M 6 6.26% Increased
1539
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$45.8M -$1.16M 5 11.03% Reduced
1540
Foster & Motley
Foster & Motley
Ohio
$45.8M +$1.46M 7 4.35% Increased
1541
FourThought Financial
FourThought Financial
Florida
$45.8M +$3.57M 20 6.76% Increased
1542
Resources Management Corp
Resources Management Corp
Connecticut
$45.7M -$367K 9 7.89% Reduced
1543
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$45.7M +$2.14M 10 2.73% Increased
1544
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$45.7M +$10.4M 5 21.5% Increased
1545
Royce & Associates
Royce & Associates
New York
$45.7M +$22.6M 6 0.52% Increased
1546
SC
Saybrook Capital
North Carolina
$45.6M -$304K 4 16.06% Reduced
1547
Atika Capital Management
Atika Capital Management
New York
$45.6M -$35.6M 3 3.86% Reduced
1548
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
$45.5M +$15.9M 5 14.28% Increased
1549
Monetary Management Group
Monetary Management Group
Missouri
$45.4M +$209K 7 14.96% Increased
1550
Tufton Capital Management
Tufton Capital Management
Maryland
$45.4M -$15.1M 5 10.95% Reduced