← 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
1726
Sitrin Capital Management
Sitrin Capital Management
California
$19.5M -$3.41M 4 12.58% Reduced
1727
United Asset Strategies
United Asset Strategies
New York
$19.4M +$1.38M 7 5.73% Increased
1728
Montgomery Investment Management
Montgomery Investment Management
Maryland
$19.4M +$7.87K 4 8.13% Increased
1729
BIM
Bridgecreek Investment Management
Oklahoma
$19.4M +$452K 4 4.36% Increased
1730
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$19.3M -$533K 5 7.66% Reduced
1731
Foundry Partners
Foundry Partners
Minnesota
$19.3M +$1.11M 5 0.82% Increased
1732
Flowering Tree Investment Management
Flowering Tree Investment Management
Singapore
$19.3M -$30.3K 1 10.39% Reduced
1733
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$19.2M +$9.11M 9 3.24% Increased
1734
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$19.2M +$3.04M 7 5.72% Increased
1735
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$19.2M +$1.19M 7 0.97% Increased
1736
CCC
Chelsea Counsel Company
California
$19.2M -$670K 6 12.35% Reduced
1737
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$19.2M -$568K 1 5.49% Reduced
1738
Oribel Capital Management
Oribel Capital Management
New York
$19.1M +$4.71M 1 3.56% Increased
1739
Denali Advisors
Denali Advisors
California
$19.1M -$13.6M 2 3.06% Reduced
1740
CWM
Catamount Wealth Management
Connecticut
$19.1M +$4.46M 5 10.16% Increased
1741
James Investment Research
James Investment Research
Ohio
$19M +$12.2M 5 0.71% Increased
1742
Capital Planning Advisors
Capital Planning Advisors
California
$19M -$532K 6 6.76% Reduced
1743
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$19M $0 3 16.16% Maintained
1744
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$19M -$537K 1 3.77% Reduced
1745
Intrust Bank
Intrust Bank
Kansas
$19M +$254K 7 5.47% Increased
1746
Hancock Whitney
Hancock Whitney
Mississippi
$19M -$1.44M 5 0.85% Reduced
1747
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$18.9M -$1.12M 11 2.36% Reduced
1748
ICM Asset Management
ICM Asset Management
Washington
$18.9M -$38.4K 1 20.05% Reduced
1749
Slow Capital
Slow Capital
California
$18.8M +$109K 9 8.47% Increased
1750
Alley Company
Alley Company
Illinois
$18.8M -$462K 5 6.46% Reduced