← 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
1876
Goodman Financial
Goodman Financial
Texas
$4.89M +$13.3K 1 2.93% Increased
1877
Cadian Capital Management
Cadian Capital Management
New York
$4.89M -$5.3M 1 0.15% Reduced
1878
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$4.88M +$80K 4 2.77% Increased
1879
GWM
Graybill Wealth Management
Illinois
$4.86M +$8.19K 2 3.76% Increased
1880
Atika Capital Management
Atika Capital Management
New York
$4.86M -$732K 1 3.95% Reduced
1881
MJP
Michael J. Puzo
$4.85M -$29.7K 2 3.36% Reduced
1882
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$4.85M +$101K 2 3.46% Increased
1883
WCM
Wunderlich Capital Managemnt
Tennessee
$4.84M +$1.02M 4 4.42% Increased
1884
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$4.82M -$94.6K 3 1.64% Reduced
1885
Sphera Funds Management
Sphera Funds Management
Israel
$4.82M -$581K 1 1.19% Reduced
1886
CD
Carl Domino
Florida
$4.82M +$1.07M 3 2.4% Increased
1887
North Star Investment Management
North Star Investment Management
Illinois
$4.81M -$125K 7 0.97% Reduced
1888
TBNY
Trustco Bank (New York)
New York
$4.81M -$17.7K 3 4.49% Reduced
1889
Advisory Services Network
Advisory Services Network
Georgia
$4.76M +$1.21M 4 2.02% Increased
1890
ST
Somerset Trust
Pennsylvania
$4.76M -$786 3 3.37% Reduced
1891
SAM
Solaris Asset Management
New York
$4.75M -$40.9K 4 3.11% Reduced
1892
SPC Financial Inc
SPC Financial Inc
Maryland
$4.74M -$28K 3 1.33% Reduced
1893
KFP
Keystone Financial Planning
Ohio
$4.74M -$45.5K 1 3.57% Reduced
1894
BRR OpCo
BRR OpCo
Ohio
$4.72M -$244K 2 1.98% Reduced
1895
SI
Shaker Investments
Ohio
$4.72M +$666K 1 3.06% Increased
1896
CCM
Courage Capital Management
Tennessee
$4.72M +$1.79M 2 3.02% Increased
1897
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$4.71M -$106K 2 1.11% Reduced
1898
Channing Capital Management
Channing Capital Management
Illinois
$4.7M -$8.83M 1 0.28% Reduced
1899
NES
New England Securities
New York
$4.7M +$974K 10 1.63% Increased
1900
AMIM
Aull & Monroe Investment Management
Alabama
$4.68M +$54.8K 2 2.5% Increased