← 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
2101
BRR OpCo
BRR OpCo
Ohio
$15.8M +$818K 8 2.53% Increased
2102
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$15.8M -$49K 8 4.48% Reduced
2103
Ferris Capital
Ferris Capital
Massachusetts
$15.8M -$303K 6 5.68% Reduced
2104
III
Independent Investors Inc
New York
$15.8M -$331K 5 5.92% Reduced
2105
Nicholas Investment Partners
Nicholas Investment Partners
California
$15.7M +$612K 4 1.32% Increased
2106
Mirador Capital Partners
Mirador Capital Partners
California
$15.7M +$308K 7 7% Increased
2107
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$15.6M +$786K 11 4.7% Increased
2108
Harbour Investment Management
Harbour Investment Management
Washington
$15.6M -$269K 3 11.07% Reduced
2109
Iowa State Bank
Iowa State Bank
Iowa
$15.6M +$2.56M 5 5.92% Increased
2110
Private Management Group
Private Management Group
California
$15.6M +$14.8M 3 0.83% Increased
2111
CWM
Cornerstone Wealth Management
Missouri
$15.6M +$26K 6 2.75% Increased
2112
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$15.6M -$94.9K 6 4.77% Reduced
2113
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$15.6M -$244K 5 4.14% Reduced
2114
MCA
Mercer Capital Advisers
New Jersey
$15.5M -$327K 6 9.9% Reduced
2115
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$15.5M +$217K 7 6.57% Increased
2116
Bandera Partners
Bandera Partners
New York
$15.5M -$3.5M 2 9.76% Reduced
2117
RMSCM
R.M. Sincerbeaux Capital Management
New York
$15.5M -$60.4K 2 12.24% Reduced
2118
Centaurus Financial
Centaurus Financial
California
$15.4M -$225K 10 2.42% Reduced
2119
SG
Swarthmore Group
Pennsylvania
$15.4M -$39.4K 2 3.8% Reduced
2120
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$15.4M -$2.06M 1 7.51% Reduced
2121
Corda Investment Management
Corda Investment Management
Texas
$15.3M +$394K 3 1.68% Increased
2122
WealthSource Partners
WealthSource Partners
California
$15.2M -$439K 7 2.28% Reduced
2123
Oarsman Capital
Oarsman Capital
Wisconsin
$15.2M +$215K 6 7.24% Increased
2124
Rikoon Group
Rikoon Group
New Mexico
$15.2M -$46.8K 6 5.63% Reduced
2125
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$15.2M -$423K 7 9.21% Reduced