← 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
2076
CV Advisors
CV Advisors
Florida
$65.5M -$916K 5 16.71% Reduced
2077
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$65.4M +$2.57M 8 5.24% Increased
2078
WCM
Woodson Capital Management
Connecticut
$65.4M +$33.2M 2 9.07% Increased
2079
Fogel Capital Management
Fogel Capital Management
Florida
$65.4M +$566K 4 30.15% Increased
2080
Duncker Streett & Co
Duncker Streett & Co
Missouri
$65.4M -$5.08M 10 11.62% Reduced
2081
Westover Capital Advisors
Westover Capital Advisors
Delaware
$65.4M -$342K 6 11.9% Reduced
2082
Analog Century Management
Analog Century Management
New York
$65.3M +$5.06M 1 3.21% Increased
2083
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$65.2M -$8.29M 3 5.93% Reduced
2084
Bearing Point Capital
Bearing Point Capital
Minnesota
$65.1M +$5.9M 6 10.18% Increased
2085
Quent Capital
Quent Capital
New York
$65M +$4.33M 21 4.69% Increased
2086
Royal Fund Management
Royal Fund Management
Florida
$65M +$14.7M 10 5.91% Increased
2087
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$65M +$1.44M 6 9.88% Increased
2088
Core Alternative Capital
Core Alternative Capital
Georgia
$64.9M +$2.9M 7 17.91% Increased
2089
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$64.9M -$1.39M 6 7.68% Reduced
2090
Accent Capital Management
Accent Capital Management
Ohio
$64.9M -$521K 9 27.89% Reduced
2091
Brookwood Investment Group
Brookwood Investment Group
Arizona
$64.9M +$4.18M 6 7.78% Increased
2092
Family Management
Family Management
New York
$64.9M +$2.79M 8 8.2% Increased
2093
Strategic Global Advisors
Strategic Global Advisors
California
$64.6M -$9.24M 5 9.98% Reduced
2094
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$64.5M -$29.6M 6 7.08% Reduced
2095
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$64.5M -$2.86M 4 6.47% Reduced
2096
MONECO Advisors
MONECO Advisors
Connecticut
$64.5M +$1.22M 7 5.12% Increased
2097
Catalyst Financial Partners
Catalyst Financial Partners
Massachusetts
$64.4M +$3.5M 9 7.19% Increased
2098
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$64.4M +$3.02M 5 19.22% Increased
2099
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$64.3M -$2.46M 5 15.28% Reduced
2100
SummitTX Capital
SummitTX Capital
Texas
$64.2M +$13.3M 7 1.94% Increased