← 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
1676
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$21M +$893K 5 6.42% Increased
1677
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$20.9M -$1.83M 3 0.35% Reduced
1678
McRae Capital Management
McRae Capital Management
New Jersey
$20.9M -$1.56M 2 9.44% Reduced
1679
Camden National Bank
Camden National Bank
Maine
$20.9M +$86.3K 4 6.05% Increased
1680
BRC
Bell Rock Capital
Delaware
$20.9M +$458K 7 11.07% Increased
1681
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$20.8M -$364K 6 8.35% Reduced
1682
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$20.8M -$1.35M 5 7.4% Reduced
1683
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$20.8M -$663K 5 9.27% Reduced
1684
Howard Capital Management
Howard Capital Management
Georgia
$20.8M +$11.8M 3 2.63% Increased
1685
SSM
Sutton Square Management
New York
$20.8M +$2.85M 2 10.72% Increased
1686
Spinnaker Trust
Spinnaker Trust
Maine
$20.7M +$1.61M 6 2.26% Increased
1687
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$20.7M +$390K 3 4.34% Increased
1688
First Mercantile Trust
First Mercantile Trust
Tennessee
$20.7M -$5.91M 12 4.34% Reduced
1689
AIM
Act II Management
New York
$20.7M +$1.69M 2 14.65% Increased
1690
American Investment Services
American Investment Services
Massachusetts
$20.7M +$700K 3 7.31% Increased
1691
Robeco Schweiz
Robeco Schweiz
Switzerland
$20.6M -$282K 3 0.95% Reduced
1692
American Assets Investment Management
American Assets Investment Management
California
$20.6M +$1.76M 5 3.91% Increased
1693
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$20.6M +$84.7K 7 2.58% Increased
1694
Holderness Investments Company
Holderness Investments Company
North Carolina
$20.5M +$572K 8 10.14% Increased
1695
Farmers Trust Company
Farmers Trust Company
Ohio
$20.5M +$3.83M 5 6.21% Increased
1696
LA
Lynch & Associates
Indiana
$20.5M +$353K 3 7.82% Increased
1697
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$20.4M -$162K 7 6.94% Reduced
1698
Pembroke Management
Pembroke Management
Quebec, Canada
$20.4M +$8M 1 2.16% Increased
1699
Impala Asset Management
Impala Asset Management
Florida
$20.4M +$13.4M 2 0.91% Increased
1700
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$20.4M +$20.9M 4 4.09% New