← 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
RGC
Roberts, Glore & Co
Illinois
$10.7M +$304K 7 7.38% Increased
1902
HIM
Hutchens Investment Management
New Hampshire
$10.7M -$251K 5 9.54% Reduced
1903
DWM
Darwin Wealth Management
Florida
$10.7M +$681K 5 6.21% Increased
1904
GCM
Garland Capital Management
Washington
$10.7M -$693K 2 8.35% Reduced
1905
IFC Holdings
IFC Holdings
Florida
$10.7M +$400K 7 0.94% Increased
1906
Verition Fund Management
Verition Fund Management
Connecticut
$10.6M +$1.2M 8 0.99% Increased
1907
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$10.6M -$1.82M 4 3.56% Reduced
1908
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$10.6M +$683K 4 4.23% Increased
1909
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$10.6M -$49.8K 5 2.59% Reduced
1910
Atika Capital Management
Atika Capital Management
New York
$10.6M +$254K 2 5.19% Increased
1911
LCM
Liberty Capital Management
Michigan
$10.6M -$334K 6 6.36% Reduced
1912
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$10.6M +$1.52M 7 5.47% Increased
1913
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$10.6M +$1.23K 6 5.2% Increased
1914
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$10.6M +$186K 6 1.67% Increased
1915
Frontier Capital Management
Frontier Capital Management
Massachusetts
$10.6M -$180K 1 0.08% Reduced
1916
WBG
Wharton Business Group
Pennsylvania
$10.5M -$156K 5 1.13% Reduced
1917
PFSC
Peoples Financial Services Corp
Pennsylvania
$10.5M -$441K 6 6.26% Reduced
1918
BRM
Boston Research & Management
Massachusetts
$10.5M -$288K 6 5.72% Reduced
1919
BTNA
Bremer Trust National Association
Minnesota
$10.5M -$1.05M 7 2.84% Reduced
1920
MLM
Mount Lucas Management
Pennsylvania
$10.5M +$10.2M 1 2.08% New
1921
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$10.4M -$3.78K 5 2.71% Reduced
1922
CW
Cabot-Wellington
Massachusetts
$10.4M -$471K 1 6.2% Reduced
1923
FG
Formula Growth
Quebec, Canada
$10.4M +$6.03M 2 2.17% Increased
1924
BKA
Brick & Kyle Associates
Pennsylvania
$10.4M +$371K 8 8.04% Increased
1925
CMH Wealth Management
CMH Wealth Management
New Hampshire
$10.4M +$59.7K 3 8.12% Increased