← 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
Parcion Private Wealth
Parcion Private Wealth
Washington
$48.1M -$375K 8 4.86% Reduced
1752
Private Management Group
Private Management Group
California
$48.1M +$1.14M 5 2.05% Increased
1753
Torray Investment Partners
Torray Investment Partners
Maryland
$48.1M -$732K 4 8.33% Reduced
1754
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$48M -$272K 7 2.26% Reduced
1755
Oakworth Capital
Oakworth Capital
Alabama
$47.9M -$5.36M 12 4.07% Reduced
1756
Hel Ved Capital Management
Hel Ved Capital Management
Hong Kong
$47.9M -$19.2M 6 17.58% Reduced
1757
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$47.8M +$841K 6 7.17% Increased
1758
NIC
Northwest Investment Counselors
Oregon
$47.6M +$10.2K 11 12.74% Increased
1759
HCM
Harspring Capital Management
New York
$47.6M -$11.1M 2 11.83% Reduced
1760
Shikiar Asset Management
Shikiar Asset Management
New York
$47.5M +$46.6K 4 15.33% Increased
1761
Stansberry Asset Management
Stansberry Asset Management
Texas
$47.5M -$2.18M 5 8.7% Reduced
1762
Kiltearn Partners
Kiltearn Partners
United Kingdom
$47.5M -$17.5M 1 3.47% Reduced
1763
McIlrath & Eck
McIlrath & Eck
Washington
$47.5M -$256K 15 9.96% Reduced
1764
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$47.5M -$604K 6 4.99% Reduced
1765
Manchester Capital Management
Manchester Capital Management
Vermont
$47.5M +$1.35M 20 6.36% Increased
1766
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$47.4M -$25.8M 8 1.73% Reduced
1767
Tremblant Capital Group
Tremblant Capital Group
Florida
$47.3M -$10.5M 3 4.58% Reduced
1768
CBT
Central Bank & Trust
Kentucky
$47.3M -$797K 9 8.01% Reduced
1769
Leuthold Group
Leuthold Group
Minnesota
$47.2M +$3.58M 4 6.11% Increased
1770
Nemes Rush Group
Nemes Rush Group
Michigan
$47.1M +$43.2M 13 8.31% New
1771
Dillon & Associates
Dillon & Associates
Michigan
$47.1M -$1.23M 4 8.66% Reduced
1772
Howe & Rusling
Howe & Rusling
New York
$46.9M -$540K 8 5.25% Reduced
1773
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$46.8M +$15.2M 6 12.99% Increased
1774
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$46.6M +$295K 6 6.84% Increased
1775
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$46.6M -$1.4M 4 10.12% Reduced