← 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
1601
Prelude Capital Management
Prelude Capital Management
New York
$9.6M +$4.33M 7 1.4% Increased
1602
Lourd Capital
Lourd Capital
California
$9.6M -$941K 3 1.04% Reduced
1603
CC
Courier Capital
New York
$9.6M -$340K 4 2.11% Reduced
1604
FPFS
First Personal Financial Services
North Carolina
$9.6M +$764K 5 5.76% Increased
1605
ZA
Zweig Advisers
Connecticut
$9.6M -$3.63M 1 1.66% Reduced
1606
GW&K Investment Management
GW&K Investment Management
Massachusetts
$9.6M -$7.57M 2 0.23% Reduced
1607
Main Street Research
Main Street Research
Connecticut
$9.6M -$12.9M 4 2.24% Reduced
1608
WDA
Wendell David Associates
New Hampshire
$9.6M -$168K 4 1.96% Reduced
1609
CSC
Cove Street Capital
California
$9.6M -$433K 1 1.27% Reduced
1610
Private Management Group
Private Management Group
California
$9.5M -$617K 1 0.62% Reduced
1611
LCM
Liberty Capital Management
Michigan
$9.5M -$1.17M 5 7.51% Reduced
1612
Whitebox Advisors
Whitebox Advisors
Minnesota
$9.5M -$2.8M 2 0.43% Reduced
1613
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$9.5M -$51.1K 4 1.84% Reduced
1614
Rand Wealth
Rand Wealth
Maryland
$9.47M -$483K 3 1.39% Reduced
1615
FGA
Flood Gamble Associates
New York
$9.47M -$37.5K 2 4.74% Reduced
1616
West Coast Financial
West Coast Financial
California
$9.45M +$2.02M 2 4.22% Increased
1617
SIM
Spark Investment Management
New York
$9.39M +$633K 3 1.22% Increased
1618
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$9.36M -$34K 2 5.01% Reduced
1619
American National Bank & Trust
American National Bank & Trust
Texas
$9.36M +$4.05M 6 3.99% Increased
1620
CAM
Cubic Asset Management
Massachusetts
$9.35M -$4.72M 3 3.32% Reduced
1621
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$9.34M -$214K 2 4.32% Reduced
1622
IMOV
Investment Management of Virginia
Virginia
$9.34M -$133K 2 2.47% Reduced
1623
MCI
McDonald Capital Investors
California
$9.32M -$181K 1 1% Reduced
1624
Atika Capital Management
Atika Capital Management
New York
$9.28M +$5.35M 1 4.55% Increased
1625
DCC
Dow Chemical Company
Michigan
$9.26M -$2.44M 4 0.78% Reduced