← 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
2051
Herald Investment Management
Herald Investment Management
United Kingdom
$13.6M $0 7 3.78% Maintained
2052
Quadrant Capital Group
Quadrant Capital Group
Ohio
$13.6M +$183K 16 4.76% Increased
2053
NG
Northstar Group
New York
$13.5M +$451K 7 6.87% Increased
2054
WAOTB
Wealth Advisors of Tampa Bay
Florida
$13.5M +$1.55M 5 10.3% Increased
2055
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$13.5M +$733K 6 2.92% Increased
2056
Cheviot Value Management
Cheviot Value Management
California
$13.5M -$118K 3 6.59% Reduced
2057
HCA
Horan Capital Advisors
Ohio
$13.4M -$322K 5 8.63% Reduced
2058
Oberweis Asset Management
Oberweis Asset Management
Illinois
$13.4M +$4.52M 5 3.38% Increased
2059
PCMK
Paragon Capital Management (Kansas)
Kansas
$13.4M +$9.6M 2 4.37% Increased
2060
TAM
Taylor Asset Management
Ontario, Canada
$13.4M -$2.92M 1 6.2% Reduced
2061
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$13.4M +$1.86M 4 1.71% Increased
2062
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$13.3M +$620K 3 3.98% Increased
2063
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$13.3M +$3.71M 2 1.1% Increased
2064
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$13.3M +$90.6K 7 5.95% Increased
2065
FC
Ferris Capital
Massachusetts
$13.3M -$171K 12 5.6% Reduced
2066
BIMC
Benson Investment Management Company
Virginia
$13.2M -$5.36K 4 10.39% Reduced
2067
HL
HeadInvest LLC
Maine
$13.2M +$44.5K 6 4.03% Increased
2068
TWMP
Taylor Wealth Management Partners
Massachusetts
$13.2M -$46K 3 5.87% Reduced
2069
CFO4Life Group
CFO4Life Group
Texas
$13.2M +$10.7M 6 5.5% Increased
2070
Telos Capital Management
Telos Capital Management
California
$13.2M +$400K 6 4.54% Increased
2071
RIA
RPG Investment Advisory
California
$13.2M +$2.57M 9 2.96% Increased
2072
MCA
Mercer Capital Advisers
New Jersey
$13.2M -$306K 7 9.5% Reduced
2073
GC
Grace Capital
Massachusetts
$13.2M +$4.66M 5 5.02% Increased
2074
BWAM
Boyd Watterson Asset Management
Ohio
$13.1M -$160K 8 7.54% Reduced
2075
II
Ibex Investors
Colorado
$13.1M +$8.33M 3 7.44% Increased