← 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
FPFS
First Personal Financial Services
North Carolina
$34.2M -$56.2K 8 7.97% Reduced
2102
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$34M +$315K 6 2.44% Increased
2103
Donor Advised Charitable Giving
Donor Advised Charitable Giving
California
$34M +$497K 4 3.49% Increased
2104
Pentwater Capital Management
Pentwater Capital Management
Florida
$33.9M +$20.2M 3 0.41% Increased
2105
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$33.9M -$3.47M 10 8.51% Reduced
2106
Phraction Management
Phraction Management
Connecticut
$33.9M +$7.3M 5 19.5% Increased
2107
CI
Carroll Investors
South Carolina
$33.8M +$3.07M 9 21.63% Increased
2108
NVWM LLC
NVWM LLC
Pennsylvania
$33.8M +$1.32M 10 10.72% Increased
2109
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$33.8M -$8.77M 7 3.66% Reduced
2110
Cooper Financial Group
Cooper Financial Group
California
$33.8M +$1.9M 7 12.84% Increased
2111
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$33.8M -$922K 7 6.67% Reduced
2112
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$33.7M +$10.8M 11 2.83% Increased
2113
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$33.7M -$286K 8 6.37% Reduced
2114
Canal Insurance Company
Canal Insurance Company
South Carolina
$33.7M $0 3 9.25% Maintained
2115
Congress Park Capital
Congress Park Capital
New York
$33.7M +$242K 8 16.91% Increased
2116
Sitrin Capital Management
Sitrin Capital Management
California
$33.6M -$5.34M 6 16.88% Reduced
2117
SimplyRich
SimplyRich
California
$33.6M -$401K 6 11.76% Reduced
2118
Asset Dedication LLC
Asset Dedication LLC
California
$33.6M -$1.08M 19 3.75% Reduced
2119
CCM
Conway Capital Management
California
$33.6M -$1.59M 5 21.53% Reduced
2120
Taika Capital
Taika Capital
Florida
$33.6M +$14.2M 2 16.88% Increased
2121
SFE Investment Counsel
SFE Investment Counsel
California
$33.5M +$2.4M 6 8.49% Increased
2122
American Trust
American Trust
Kentucky
$33.5M +$9.5M 8 2.25% Increased
2123
Riverpark Capital Management
Riverpark Capital Management
New York
$33.4M -$10.6M 5 18.57% Reduced
2124
Fort Point Capital Partners
Fort Point Capital Partners
California
$33.4M +$2.1M 6 4.66% Increased
2125
Liberty Capital Management
Liberty Capital Management
Michigan
$33.4M -$9.05K 5 9.75% Reduced