← 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
CM
Crestline Management
Texas
$9.17M +$8.67M 4 1.16% New
1877
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$9.16M +$897K 2 1.31% Increased
1878
CBN
Cadence Bank NA
Texas
$9.14M -$87.5K 6 4.13% Reduced
1879
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$9.13M +$652K 5 2.75% Increased
1880
SCM
SOL Capital Management
Maryland
$9.12M -$43.3K 7 3.05% Reduced
1881
EC
Eachwin Capital
New York
$9.11M +$492K 4 8.4% Increased
1882
RCM
Ratan Capital Management
Florida
$9.11M +$8.5M 1 6.73% New
1883
Trust Company
Trust Company
Kansas
$9.1M -$1.4M 6 3.99% Reduced
1884
Boothbay Fund Management
Boothbay Fund Management
New York
$9.08M +$4.63M 10 1.97% Increased
1885
HKIM
Hayek Kallen Investment Management
Alabama
$9.04M +$16K 2 6.45% Increased
1886
Phocas Financial Corp
Phocas Financial Corp
California
$9.04M -$8.71M 1 0.07% Reduced
1887
WBG
Wharton Business Group
Pennsylvania
$9M -$391K 5 1.11% Reduced
1888
Hills Bank & Trust
Hills Bank & Trust
Iowa
$9M +$226K 4 3.25% Increased
1889
ARMT
Amica Retiree Medical Trust
Rhode Island
$9M -$65.4K 8 7.6% Reduced
1890
HSA
Hussman Strategic Advisors
Maryland
$9M -$15M 3 1.48% Reduced
1891
LC
Lincoln Capital
Nebraska
$8.97M -$101K 4 6.62% Reduced
1892
Blue Fin Capital
Blue Fin Capital
Rhode Island
$8.97M +$164K 5 7.27% Increased
1893
AP
Archon Partners
New Jersey
$8.94M $0 1 2.37% Maintained
1894
Addison Capital
Addison Capital
Pennsylvania
$8.89M +$467K 5 7.79% Increased
1895
WP
WealthPLAN Partners
Nebraska
$8.86M -$7.8M 8 2.89% Reduced
1896
Venturi Wealth Management
Venturi Wealth Management
Texas
$8.84M +$56.3K 3 2.94% Increased
1897
JCP
Jabre Capital Partners
Switzerland
$8.82M +$702K 3 1.21% Increased
1898
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.8M +$309K 6 3.68% Increased
1899
BCA
Bray Capital Advisors
Florida
$8.8M -$54.8K 4 5.31% Reduced
1900
Stanley Capital Management
Stanley Capital Management
Texas
$8.8M $0 3 6.95% Maintained