← 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
1926
PDS Planning
PDS Planning
Ohio
$61.4M +$6.98M 10 4.58% Increased
1927
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$61.4M +$4.58M 5 12.18% Increased
1928
Private Capital Advisors
Private Capital Advisors
Connecticut
$61.1M +$1.76M 5 7.45% Increased
1929
Peconic Partners
Peconic Partners
New York
$61.1M +$55.2M 2 1.96% Increased
1930
Archford Capital Strategies
Archford Capital Strategies
Illinois
$61.1M +$2.31M 9 7.81% Increased
1931
Seven Grand Managers
Seven Grand Managers
New York
$61.1M +$49.1M 1 7.33% Increased
1932
Linden Advisors
Linden Advisors
New York
$61M +$47.1M 3 0.37% New
1933
Naviter Wealth
Naviter Wealth
Arkansas
$61M -$10.7M 7 7.51% Reduced
1934
DRW Securities
DRW Securities
Illinois
$60.9M +$27.3M 18 1.38% Increased
1935
Elk River Wealth Management
Elk River Wealth Management
Colorado
$60.8M -$306K 5 10.45% Reduced
1936
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$60.7M -$356K 7 5.65% Reduced
1937
Tenere Capital
Tenere Capital
New York
$60.7M -$9.3M 2 15.54% Reduced
1938
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$60.7M +$156K 4 3.73% Increased
1939
UNICOM Systems
UNICOM Systems
Nevada
$60.7M -$6.41M 5 8.4% Reduced
1940
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$60.6M +$1.25M 9 4.03% Increased
1941
Verity & Verity
Verity & Verity
South Carolina
$60.6M -$1.88M 5 5.21% Reduced
1942
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$60.5M -$819K 5 15.41% Reduced
1943
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$60.4M +$617K 7 5.45% Increased
1944
Scopia Capital Management
Scopia Capital Management
New York
$60.4M +$21.2M 2 7.38% Increased
1945
CIM
CIM Investment Management
Pennsylvania
$60.3M +$27.5M 8 11.48% Increased
1946
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$60M +$84.6K 7 6.35% Increased
1947
Caption Management
Caption Management
Oklahoma
$60M -$877M 10 0.66% Reduced
1948
Csenge Advisory Group
Csenge Advisory Group
Florida
$59.8M -$1.58M 8 3.15% Reduced
1949
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$59.8M -$287K 7 13.55% Reduced
1950
Wellington Shields & Co
Wellington Shields & Co
New York
$59.8M +$769K 7 16.92% Increased