← 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
BCM
Bluefin Capital Management
New York
$24.4M +$22.2M 5 3.45% Increased
1702
Schnieders Capital Management
Schnieders Capital Management
California
$24.3M +$1.14M 7 9.53% Increased
1703
MIM
Marco Investment Management
Georgia
$24.3M -$612K 7 4.34% Reduced
1704
Institute for Wealth Management
Institute for Wealth Management
Colorado
$24.3M -$998K 7 5.38% Reduced
1705
VST
Van Strum & Towne
California
$24.3M -$101K 5 17.27% Reduced
1706
Duality Advisers
Duality Advisers
Florida
$24.3M -$9.7M 5 2.13% Reduced
1707
Citizens Business Bank
Citizens Business Bank
California
$24.3M -$3.29M 6 4.02% Reduced
1708
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$24.2M +$76.2K 6 10.07% Increased
1709
AlphaCrest Capital Management
AlphaCrest Capital Management
New York
$24.2M +$14.6M 11 2.1% Increased
1710
FVCM
F&V Capital Management
Florida
$24.2M -$923K 4 14.41% Reduced
1711
Trexquant Investment
Trexquant Investment
Connecticut
$24.1M -$1.69M 7 2.17% Reduced
1712
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$23.9M +$1.74M 11 2.93% Increased
1713
LCM
Lucha Capital Management
California
$23.9M +$5.17M 2 5.99% Increased
1714
City Holding Co
City Holding Co
West Virginia
$23.9M +$944K 10 6.47% Increased
1715
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$23.8M +$463K 6 2.12% Increased
1716
AL
Arnhold LLC
New York
$23.8M -$10.1M 5 4.18% Reduced
1717
Icon Advisers
Icon Advisers
Colorado
$23.8M -$562K 6 2.24% Reduced
1718
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$23.8M -$263K 12 2.82% Reduced
1719
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$23.8M +$1.5M 6 8.71% Increased
1720
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$23.7M -$4.86M 2 1.5% Reduced
1721
Edge Capital Group
Edge Capital Group
Georgia
$23.6M +$49.7K 7 2.27% Increased
1722
Savant Capital
Savant Capital
Illinois
$23.6M +$397K 9 3.32% Increased
1723
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$23.5M +$1.38M 8 3.54% Increased
1724
Millennium TVP Management
Millennium TVP Management
New York
$23.4M $0 1 24.53% Maintained
1725
CCM
Consolidated Capital Management
California
$23.4M -$2.81M 3 15.53% Reduced