← 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
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$27.1M +$1.37M 6 6.36% Increased
2102
SWK
Stephen W. Kidder
$27.1M -$314K 4 10.48% Reduced
2103
Strategy Asset Managers
Strategy Asset Managers
California
$27M -$2.29M 5 8.31% Reduced
2104
Consolidated Investment Group
Consolidated Investment Group
Colorado
$27M +$1.84M 4 5.15% Increased
2105
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$27M -$1.04M 5 8% Reduced
2106
QV Investors
QV Investors
Alberta, Canada
$26.9M -$281K 3 2.45% Reduced
2107
Parkwood LLC
Parkwood LLC
Ohio
$26.9M -$6.36M 7 4.8% Reduced
2108
Cooper Financial Group
Cooper Financial Group
California
$26.9M +$1.58M 6 9.75% Increased
2109
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$26.8M +$1.03M 6 5.15% Increased
2110
BDWCC
B&D White Capital Company
Texas
$26.8M -$73.1M 3 11.42% Reduced
2111
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$26.8M +$628K 5 7.8% Increased
2112
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26.8M +$299K 14 9.23% Increased
2113
Redwood Investments
Redwood Investments
Massachusetts
$26.8M -$2.07M 5 2.98% Reduced
2114
PWP
Pursue Wealth Partners
California
$26.8M -$2.04M 11 17.04% Reduced
2115
SSI
Scott & Selber Inc
Texas
$26.7M -$196K 4 12.18% Reduced
2116
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$26.7M +$194K 11 7.44% Increased
2117
Melqart Asset Management
Melqart Asset Management
United Kingdom
$26.7M -$64.8M 1 2.06% Reduced
2118
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$26.7M -$519M 8 4.08% Reduced
2119
SimplyRich
SimplyRich
California
$26.6M -$5.7K 6 11.06% Reduced
2120
CCPM
Cooper Creek Partners Management
New York
$26.6M +$22.2M 3 3.18% Increased
2121
LFCM
Long Focus Capital Management
Puerto Rico
$26.6M -$2.02M 2 2.79% Reduced
2122
Charles-Lim Capital
Charles-Lim Capital
Hong Kong
$26.6M +$31.3M 1 3.55% New
2123
Aviance Capital Partners
Aviance Capital Partners
Florida
$26.5M +$2.06M 8 5.91% Increased
2124
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$26.5M +$1.27M 15 7.2% Increased
2125
9258 Wealth Management
9258 Wealth Management
Ohio
$26.5M +$134K 8 6.81% Increased