← 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
Auxier Asset Management
Auxier Asset Management
Oregon
$65M -$491K 7 9.88% Reduced
1677
MIM
Marco Investment Management
Georgia
$64.9M +$794K 7 6.12% Increased
1678
Blackstone Inc
Blackstone Inc
New York
$64.9M -$1.18M 1 0.26% Reduced
1679
Valicenti Advisory Services
Valicenti Advisory Services
New York
$64.9M +$349K 5 18.08% Increased
1680
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$64.9M -$100M 7 10.99% Reduced
1681
Aviance Capital Partners
Aviance Capital Partners
Florida
$64.9M +$28.6M 7 9.65% Increased
1682
WoodTrust Financial
WoodTrust Financial
Wisconsin
$64.9M -$1.03M 7 10.27% Reduced
1683
Anatole Investment Management
Anatole Investment Management
Hong Kong
$64.8M -$40M 1 20.03% Reduced
1684
Cozad Asset Management
Cozad Asset Management
Illinois
$64.8M -$95.3K 7 6.74% Reduced
1685
Core Alternative Capital
Core Alternative Capital
Georgia
$64.6M -$4.65M 9 11.58% Reduced
1686
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$64.6M +$5.16M 7 12.62% Increased
1687
Y.D. More Investments
Y.D. More Investments
Israel
$64.5M +$2.04M 11 11.44% Increased
1688
Grey Street Capital
Grey Street Capital
Illinois
$64.5M +$37.8M 10 8.73% Increased
1689
Randolph Company
Randolph Company
Ohio
$64.4M +$22.4M 3 7.91% Increased
1690
Davis Rea
Davis Rea
Ontario, Canada
$64.4M +$6.66M 5 29.32% Increased
1691
Stratos Investment Management
Stratos Investment Management
Ohio
$64.3M +$4.16M 6 6.28% Increased
1692
L & S Advisors
L & S Advisors
California
$64.2M -$3.95M 9 7.26% Reduced
1693
Capital Group Investment Management
Capital Group Investment Management
Singapore
$64.1M -$42.7M 5 11.5% Reduced
1694
Fulcrum Capital
Fulcrum Capital
Washington
$64M +$1.86M 4 15.19% Increased
1695
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$64M -$20.1M 2 8.75% Reduced
1696
Summit Securities Group
Summit Securities Group
New York
$63.9M +$58.8M 3 10.51% Increased
1697
GC Wealth Management RIA
GC Wealth Management RIA
Massachusetts
$63.9M +$42.8M 6 12.78% Increased
1698
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$63.8M -$7.61M 6 26.28% Reduced
1699
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$63.6M +$3.16M 25 5% Increased
1700
Eventide Asset Management
Eventide Asset Management
Massachusetts
$63.5M +$47.6M 3 1% Increased