← 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
1751
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$10.3M +$584K 3 7.49% Increased
1752
Forte Capital
Forte Capital
New York
$10.3M -$67.6K 8 4.2% Reduced
1753
MKC
M. Kraus & Co
Vermont
$10.2M -$98.9K 3 7.7% Reduced
1754
RBF Capital
RBF Capital
California
$10.2M -$711K 3 1.93% Reduced
1755
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$10.2M +$88K 4 3.39% Increased
1756
PM
Penbrook Management
New York
$10.2M +$29.3K 5 10.47% Increased
1757
NCM
Neumann Capital Management
California
$10.2M +$70.5K 4 7.08% Increased
1758
SIM
Sterling Investment Management
Arizona
$10.2M -$2.73M 4 8.82% Reduced
1759
TC
Taylor Cottrill
New Hampshire
$10.2M -$551K 4 5.24% Reduced
1760
CA
Corrado Advisors
New Jersey
$10.2M -$677K 3 5.98% Reduced
1761
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$245K 4 2.84% Increased
1762
GW & Wade
GW & Wade
Massachusetts
$10.1M -$37.4K 4 2.13% Reduced
1763
Trexquant Investment
Trexquant Investment
Connecticut
$10.1M +$3.46M 6 0.89% Increased
1764
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$10.1M +$9.46M 1 0.18% New
1765
III
Independent Investors Inc
New York
$10.1M -$379K 4 4.9% Reduced
1766
Phocas Financial Corp
Phocas Financial Corp
California
$10.1M +$1.58M 3 0.79% Increased
1767
FPA
Fieldpoint Private Advisors
New York
$10.1M +$2.68M 3 7.1% Increased
1768
LCM
Liberty Capital Management
Michigan
$10.1M -$1.15M 4 7.59% Reduced
1769
NME
Notis-McConarty Edward
$10M +$479K 6 7.21% Increased
1770
Welch Group
Welch Group
Alabama
$10M +$8.1M 4 1.8% Increased
1771
Blue Chip Partners
Blue Chip Partners
Michigan
$10M +$671K 4 5.19% Increased
1772
VNA
VNBTrust National Association
Virginia
$10M -$438K 4 5.44% Reduced
1773
GI
Glovista Investments
New Jersey
$9.9M +$8.9M 4 1.65% Increased
1774
Leavell Investment Management
Leavell Investment Management
Alabama
$9.9M +$2.18M 7 1.45% Increased
1775
AAA
Adams Asset Advisors
Texas
$9.9M +$3.64M 4 1.88% Increased