← 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
1626
KCP
KDI Capital Partners
North Carolina
$16.2M -$3.34M 3 5.54% Reduced
1627
UFF
USA Financial Formulas
Michigan
$16.2M +$2.35M 5 3.89% Increased
1628
SCA
Secor Capital Advisors
New York
$16.2M +$12.6M 3 1.77% Increased
1629
CWM
Concert Wealth Management
California
$16.1M -$994K 7 3.64% Reduced
1630
CBT
Central Bank & Trust
Kentucky
$16.1M -$609K 7 4.16% Reduced
1631
PBT
Pictet Bank & Trust
Bahamas
$16M +$37.3K 4 4.74% Increased
1632
SFSIG
San Francisco Sentry Investment Group
California
$16M -$230K 6 8.82% Reduced
1633
Grassi Investment Management
Grassi Investment Management
California
$16M +$936K 7 2.78% Increased
1634
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$16M +$571K 6 7.16% Increased
1635
Forte Capital
Forte Capital
New York
$16M +$1.06M 8 5.45% Increased
1636
CIC
Chase Investment Counsel
Virginia
$15.8M +$5.63M 4 7.62% Increased
1637
ANRIA
American National Registered Investment Advisor
Texas
$15.8M -$2.52K 8 6.71% Reduced
1638
SCM
Sitrin Capital Management
California
$15.8M -$93.1K 4 11.35% Reduced
1639
Martin & Co
Martin & Co
Tennessee
$15.8M -$3.57M 5 5.01% Reduced
1640
CAM
Capco Asset Management
Florida
$15.8M +$402K 1 13.18% Increased
1641
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$15.7M -$364K 5 8.49% Reduced
1642
Hancock Whitney
Hancock Whitney
Mississippi
$15.7M -$1.3M 4 0.65% Reduced
1643
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$15.7M -$18.6K 5 8.01% Reduced
1644
GSA Capital Partners
GSA Capital Partners
United Kingdom
$15.7M -$2.06M 10 0.84% Reduced
1645
Private Trust Company
Private Trust Company
Ohio
$15.6M -$575K 5 3.61% Reduced
1646
RIM
Regent Investment Management
Kentucky
$15.6M +$2.49M 8 5.9% Increased
1647
PVH
Psagot Value Holdings
Israel
$15.6M -$463K 5 0.66% Reduced
1648
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$15.6M +$467K 1 5.58% Increased
1649
CCM
Compton Capital Management
Rhode Island
$15.5M -$118K 8 7.63% Reduced
1650
WKWM
Walter & Keenan Wealth Management
Indiana
$15.5M -$204K 5 8.03% Reduced