← 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
1901
NES
New England Securities
New York
$3.33M +$184K 10 1.68% Increased
1902
FIM
Freedom Investment Management
Connecticut
$3.33M -$152K 6 0.95% Reduced
1903
RP
Raiff Partners
New York
$3.33M -$9.7M 1 3.22% Reduced
1904
MAA
Mraz Amerine & Associates
California
$3.32M -$174 2 1.6% Reduced
1905
CAM
Cypress Asset Management
Texas
$3.31M +$1.33M 3 0.61% Increased
1906
SBWM
Sunflower Bank Wealth Management
Arizona
$3.31M -$100K 3 1.79% Reduced
1907
TF
Trutina Financial
Washington
$3.29M +$359K 4 3.23% Increased
1908
U.S. Global Investors (USGI)
U.S. Global Investors (USGI)
Texas
$3.29M -$3.07M 4 0.56% Reduced
1909
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$3.28M -$16.5K 5 1.51% Reduced
1910
SKK
Shepherd Kaplan Krochuk
Massachusetts
$3.27M +$22.7K 3 0.53% Increased
1911
Vantage Investment Partners
Vantage Investment Partners
Missouri
$3.27M +$13.6K 2 1.03% Increased
1912
AAA
Adams Asset Advisors
Texas
$3.24M -$7.58M 1 0.57% Reduced
1913
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$3.24M $0 1 1.29% Maintained
1914
FCB
First Citizens Bancorporation
South Carolina
$3.24M -$602K 2 2.81% Reduced
1915
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$3.22M +$2.49M 2 0.22% Increased
1916
SAM
Sage Asset Management
New York
$3.21M +$611K 1 2.37% Increased
1917
NCM
Northroad Capital Management
New York
$3.2M -$207K 3 1.23% Reduced
1918
SC
Schulhoff & Co
Ohio
$3.2M -$5.43K 2 2.31% Reduced
1919
HIS
Horizon Investment Services
Indiana
$3.19M -$393K 1 2.18% Reduced
1920
Chilton Investment Company
Chilton Investment Company
Connecticut
$3.19M +$216K 2 0.09% Increased
1921
Hodges Capital Management
Hodges Capital Management
Texas
$3.17M -$2.48M 2 0.27% Reduced
1922
Brinker Capital
Brinker Capital
Pennsylvania
$3.15M -$301K 4 0.32% Reduced
1923
DCM
Dynamic Capital Management
Jersey
$3.14M -$2.78M 3 0.7% Reduced
1924
MWP
MYCIO Wealth Partners
Pennsylvania
$3.14M +$90.2K 7 0.85% Increased
1925
ICOA
Investment Centers of America
North Dakota
$3.13M +$1.26M 5 0.63% Increased