← 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
1951
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$13.9M +$236K 6 2% Increased
1952
First Western Capital Management
First Western Capital Management
California
$13.8M +$104K 4 7.85% Increased
1953
First Merchants Corp
First Merchants Corp
Indiana
$13.8M -$696K 4 2.35% Reduced
1954
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$13.8M +$217K 5 3.92% Increased
1955
Greenline Partners
Greenline Partners
New York
$13.8M +$13.9M 3 4.58% New
1956
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$13.8M +$71.9K 3 8.93% Increased
1957
Oak Grove Capital
Oak Grove Capital
New Hampshire
$13.8M +$13.9M 4 14.3% New
1958
HIM
Hutchens Investment Management
New Hampshire
$13.8M +$1.98M 7 13.02% Increased
1959
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$13.7M -$29K 6 3.23% Reduced
1960
SRS Investment Management
SRS Investment Management
New York
$13.7M -$39.2M 1 0.36% Reduced
1961
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$13.7M -$647K 3 4.97% Reduced
1962
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$13.7M +$422K 6 1.24% Increased
1963
AIA
AIMZ Investment Advisors
California
$13.6M -$183K 6 10.26% Reduced
1964
CFSG
Community Financial Services Group
Vermont
$13.6M -$220K 3 5.29% Reduced
1965
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$13.6M -$420K 5 3.43% Reduced
1966
AIA
Allegis Investment Advisors
Idaho
$13.6M -$2.03M 6 4.01% Reduced
1967
OIA
Optimum Investment Advisors
Illinois
$13.6M -$68.3K 8 4.33% Reduced
1968
CMH Wealth Management
CMH Wealth Management
New Hampshire
$13.6M +$19.2K 4 9% Increased
1969
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$13.6M -$5.06M 3 1.08% Reduced
1970
Court Place Advisors
Court Place Advisors
Maryland
$13.6M +$128K 5 5.61% Increased
1971
TCM
Texan Capital Management
Texas
$13.6M -$418K 4 8.83% Reduced
1972
Eventide Asset Management
Eventide Asset Management
Massachusetts
$13.6M +$3.31M 1 0.71% Increased
1973
Oribel Capital Management
Oribel Capital Management
New York
$13.6M -$38.1M 3 4.51% Reduced
1974
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$13.5M +$6.55M 3 9.74% Increased
1975
Hills Bank & Trust
Hills Bank & Trust
Iowa
$13.5M +$129K 5 3.96% Increased