← 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
Slow Capital
Slow Capital
California
$104M -$4.66M 7 12.39% Reduced
1627
SCM
Soros Capital Management
New York
$104M +$9.48M 3 27.23% Increased
1628
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$104M -$3.91M 6 11.26% Reduced
1629
Mather Group
Mather Group
Illinois
$104M -$1.38M 7 1.07% Reduced
1630
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$103M -$18.2K 8 2.37% Reduced
1631
Smithfield Trust
Smithfield Trust
Pennsylvania
$103M +$491K 14 4.57% Increased
1632
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management
$103M +$103M 8 21.34% New
1633
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$103M -$620K 6 13.5% Reduced
1634
Generali Investments Management
Generali Investments Management
Slovenia
$103M -$7.33M 8 20.53% Reduced
1635
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$103M -$3.06M 4 22.25% Reduced
1636
Phraction Management
Phraction Management
Connecticut
$103M +$454K 4 27.43% Increased
1637
TAM
Telemark Asset Management
Massachusetts
$103M +$4.34M 5 10.26% Increased
1638
RBF Capital
RBF Capital
California
$103M +$7.52M 11 4.56% Increased
1639
Sky Investment Group
Sky Investment Group
Connecticut
$103M +$791K 8 16.94% Increased
1640
Avalon Global Asset Management
Avalon Global Asset Management
California
$102M +$9.1M 6 16.57% Increased
1641
First National Advisers
First National Advisers
Nebraska
$102M -$905K 6 14.07% Reduced
1642
Wedgewood Partners
Wedgewood Partners
Missouri
$102M +$95.1K 3 19.09% Increased
1643
Graham Capital Management
Graham Capital Management
Connecticut
$102M +$38M 13 2.44% Increased
1644
Tompkins Financial
Tompkins Financial
New York
$102M -$1.93M 11 7.91% Reduced
1645
Legacy Private Trust
Legacy Private Trust
Wisconsin
$102M -$282K 6 5.97% Reduced
1646
IBOK
Independence Bank of Kentucky
Kentucky
$102M +$1.52M 12 12.64% Increased
1647
Paralel Advisors
Paralel Advisors
Colorado
$102M $0 3 3.95% Maintained
1648
Rothschild Capital Partners
Rothschild Capital Partners
New York
$102M -$12.1M 5 23.87% Reduced
1649
DME Capital Management
DME Capital Management
New York
$101M -$14.3M 1 3.56% Reduced
1650
Pure Financial Advisors
Pure Financial Advisors
California
$101M -$4.19M 7 1.5% Reduced