← 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
1776
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$25.6M -$2.53M 6 0.45% Reduced
1777
Hourglass Capital
Hourglass Capital
Texas
$25.6M +$3.26M 7 10.86% Increased
1778
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$25.5M +$3.99M 5 14.15% Increased
1779
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$25.5M -$2.72M 2 3.93% Reduced
1780
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$25.5M +$15.3K 8 5.75% Increased
1781
Garde Capital
Garde Capital
Washington
$25.5M -$454K 6 4.48% Reduced
1782
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$25.5M -$1.25M 7 15.77% Reduced
1783
Arcadia Investment Management
Arcadia Investment Management
Michigan
$25.5M +$143K 7 7.71% Increased
1784
Capital Planning Advisors
Capital Planning Advisors
California
$25.4M +$336K 6 9.46% Increased
1785
HCR Wealth Advisors
HCR Wealth Advisors
California
$25.3M -$5.07M 7 7.23% Reduced
1786
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$25.3M -$2.96M 2 4.5% Reduced
1787
Winch Advisory Services
Winch Advisory Services
Wisconsin
$25.3M -$13M 7 12.56% Reduced
1788
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$25.3M +$179K 7 14.61% Increased
1789
Freedom Investment Management
Freedom Investment Management
Connecticut
$25.2M +$981K 9 2.23% Increased
1790
Portland Hill Asset Management
Portland Hill Asset Management
United Kingdom
$25.2M -$4.48M 4 32.7% Reduced
1791
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$25.2M +$187K 6 10.77% Increased
1792
Quadrature Capital
Quadrature Capital
United Kingdom
$25.2M -$85.1M 6 5.97% Reduced
1793
Verity & Verity
Verity & Verity
South Carolina
$25.2M -$5.66M 2 7.09% Reduced
1794
MGO One Seven
MGO One Seven
Ohio
$25.2M +$834K 9 8.55% Increased
1795
Sphera Funds Management
Sphera Funds Management
Israel
$25.1M +$8.83M 2 3.14% Increased
1796
GM Advisory Group
GM Advisory Group
New York
$25.1M +$15.4M 8 6.83% Increased
1797
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$25.1M +$2.53M 5 19.03% Increased
1798
Cheviot Value Management
Cheviot Value Management
California
$25M +$3.79M 3 11.39% Increased
1799
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$25M +$2.23M 7 2.05% Increased
1800
Arden Trust
Arden Trust
Delaware
$25M -$2.91M 13 4.98% Reduced