← 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
Connors Investor Services
Connors Investor Services
Pennsylvania
$98.5M -$8.99M 6 8.39% Reduced
1602
CF
Clarity Financial
Texas
$98.3M -$7.41M 5 9.75% Reduced
1603
Great Lakes Retirement
Great Lakes Retirement
Ohio
$98.3M +$1.34M 8 10.73% Increased
1604
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$98.3M -$11.8M 3 11.28% Reduced
1605
Schnieders Capital Management
Schnieders Capital Management
California
$98.3M +$1.65M 6 17.53% Increased
1606
Birinyi Associates
Birinyi Associates
Connecticut
$98.2M +$1.57M 6 25.08% Increased
1607
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Texas
$98M +$25.5M 7 8.75% Increased
1608
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$97.8M +$2.2M 5 10.33% Increased
1609
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$97.8M -$4.83M 22 3.96% Reduced
1610
MIG Capital
MIG Capital
California
$97.7M -$31.7M 6 14.2% Reduced
1611
Burling Wealth Partners
Burling Wealth Partners
Illinois
$97.7M +$1.02M 7 16.18% Increased
1612
Stansberry Asset Management
Stansberry Asset Management
Texas
$97.7M +$5.89M 7 10.22% Increased
1613
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$97.3M -$1.11M 5 34.57% Reduced
1614
Aviance Capital Partners
Aviance Capital Partners
Florida
$97.2M +$3.1M 7 11.54% Increased
1615
Slow Capital
Slow Capital
California
$97.1M -$2.35M 7 11.41% Reduced
1616
Hills Bank & Trust
Hills Bank & Trust
Iowa
$97M -$2.05M 7 5.71% Reduced
1617
IBOK
Independence Bank of Kentucky
Kentucky
$97M +$1.81M 10 12.47% Increased
1618
HA
Harbor Advisors
Florida
$96.9M +$138K 8 14.94% Increased
1619
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$96.7M -$3.68M 6 16.43% Reduced
1620
AMCA
Arthur M. Cohen & Associates
Illinois
$96.5M +$133K 6 16.22% Increased
1621
Brooklyn Investment Group
Brooklyn Investment Group
New York
$96.5M -$3.57M 11 13.03% Reduced
1622
Sava Infond
Sava Infond
Slovenia
$96.3M +$94.5K 6 13.66% Increased
1623
Conning Inc
Conning Inc
Connecticut
$96.3M +$28.8M 8 3.2% Increased
1624
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$96.2M +$1.66M 8 7.22% Increased
1625
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$96.1M -$621K 2 28.03% Reduced