← 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
Aspen Grove Capital
Aspen Grove Capital
Colorado
$64.5M +$18.6M 10 10.96% Increased
1877
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$64.5M -$1.18M 5 9.61% Reduced
1878
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$64.5M -$52.5K 4 15.17% Reduced
1879
Certuity
Certuity
Florida
$64.4M -$8.78K 13 6.06% Reduced
1880
Maestria Partners
Maestria Partners
Georgia
$64.3M +$226K 4 22.36% Increased
1881
Stockman Wealth Management
Stockman Wealth Management
Montana
$64.3M -$13M 6 8.74% Reduced
1882
Monetary Management Group
Monetary Management Group
Missouri
$64.2M -$411K 6 15.81% Reduced
1883
HM
HCEP Management
Hong Kong
$64M +$15.5M 1 51.44% Increased
1884
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$63.9M +$5.65M 21 10.38% Increased
1885
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$63.9M -$272K 2 8.3% Reduced
1886
Fulcrum Asset Management
Fulcrum Asset Management
United Kingdom
$63.8M +$57.2M 5 18.21% New
1887
Graham Capital Management
Graham Capital Management
Connecticut
$63.8M +$9.7M 16 0.96% Increased
1888
Capital Group Investment Management
Capital Group Investment Management
Singapore
$63.8M -$696K 6 11.36% Reduced
1889
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$63.8M -$5.27M 11 11.57% Reduced
1890
Hodges Capital Management
Hodges Capital Management
Texas
$63.7M -$5.7M 8 6.11% Reduced
1891
Edgestream Partners
Edgestream Partners
New Jersey
$63.7M +$10.4M 9 1.77% Increased
1892
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$63.7M +$1.31M 6 8% Increased
1893
Absher Wealth Management
Absher Wealth Management
North Carolina
$63.7M -$4.2M 5 7.89% Reduced
1894
Gifford Fong Associates
Gifford Fong Associates
California
$63.6M $0 6 14.65% Maintained
1895
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$63.6M -$272K 4 15.42% Reduced
1896
One Wealth Capital Management
One Wealth Capital Management
Arizona
$63.6M -$680K 5 29.85% Reduced
1897
Covenant Asset Management
Covenant Asset Management
New Jersey
$63.5M -$3.09M 5 9.39% Reduced
1898
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Texas
$63.4M +$7.18M 6 7.48% Increased
1899
Untitled Investments
Untitled Investments
New York
$63.4M -$7.38M 2 17.32% Reduced
1900
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$63.3M +$1.22M 7 9.96% Increased