← 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
1701
HFA
Harbert Fund Advisors
Alabama
$8M -$1.56M 2 9.25% Reduced
1702
HRIA
Haberer Registered Investment Advisor
Ohio
$8M +$598K 7 3.81% Increased
1703
SSIA
Spero-Smith Investment Advisers
Ohio
$7.99M -$75.8K 3 9.28% Reduced
1704
Oarsman Capital
Oarsman Capital
Wisconsin
$7.98M +$50.7K 5 5.88% Increased
1705
GA
GFS Advisors
Texas
$7.97M +$489K 3 3.32% Increased
1706
VAS
Valicenti Advisory Services
New York
$7.96M -$32.3K 3 4.87% Reduced
1707
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$7.93M +$1.8M 5 1.11% Increased
1708
EWM
Elite Wealth Management
Washington
$7.92M -$1.2M 8 7.14% Reduced
1709
CAM
Chesapeake Asset Management
New York
$7.92M -$3.3M 3 4.83% Reduced
1710
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$7.91M -$23.4K 4 2.8% Reduced
1711
CPWM LLC
CPWM LLC
Washington
$7.9M +$835K 6 2.89% Increased
1712
NME
Notis-McConarty Edward
$7.9M +$75.9K 4 5.56% Increased
1713
Roundview Capital
Roundview Capital
New Jersey
$7.88M -$5.43M 5 3.54% Reduced
1714
HKIM
Hayek Kallen Investment Management
Alabama
$7.86M -$127K 2 5.98% Reduced
1715
TYCC
Texas Yale Capital Corp
Florida
$7.85M +$3.47M 4 0.74% Increased
1716
HighTower Trust
HighTower Trust
Texas
$7.84M -$1.17M 3 1.17% Reduced
1717
Tran Capital Management
Tran Capital Management
California
$7.83M -$644K 2 0.15% Reduced
1718
TM
Tikvah Management
North Carolina
$7.82M $0 1 5.51% Maintained
1719
MCM
Monarch Capital Management
Indiana
$7.82M -$314K 3 3.12% Reduced
1720
Needham Investment Management
Needham Investment Management
New York
$7.77M -$150K 1 1.72% Reduced
1721
RCM
Riverpark Capital Management
New York
$7.75M +$516K 1 5.23% Increased
1722
United Asset Strategies
United Asset Strategies
New York
$7.71M +$4.71M 4 3.46% Increased
1723
LCM
Lucas Capital Management
New Jersey
$7.7M +$557K 5 2.36% Increased
1724
IPC
Independent Portfolio Consultants
Florida
$7.69M +$2.42M 8 2.07% Increased
1725
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$7.66M -$114K 4 2.55% Reduced