← 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
2151
American Investment Services
American Investment Services
Massachusetts
$24M +$2.81M 6 5.72% Increased
2152
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$24M -$118K 5 6.32% Reduced
2153
Daily Journal Corp
Daily Journal Corp
California
$24M $0 1 14.68% Maintained
2154
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$24M -$3.1M 2 6.73% Reduced
2155
Destiny Wealth Partners
Destiny Wealth Partners
Florida
$24M +$615K 9 5.38% Increased
2156
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$23.9M +$4.16M 6 8.42% Increased
2157
Engle Capital Management
Engle Capital Management
Connecticut
$23.9M +$5.47M 1 7% Increased
2158
Good Life Advisors
Good Life Advisors
Pennsylvania
$23.9M +$1.49M 8 3.52% Increased
2159
Sendero Wealth Management
Sendero Wealth Management
Texas
$23.8M +$6.06M 5 9.91% Increased
2160
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$23.8M +$249K 4 13.07% Increased
2161
Fosun International
Fosun International
China
$23.8M -$1.72M 3 2.54% Reduced
2162
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$23.8M -$21M 3 1.67% Reduced
2163
LJHT
Laurie J. Hall Trustee
$23.7M +$1.51M 13 11.7% Increased
2164
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$23.7M +$462K 5 8.99% Increased
2165
Sunbelt Securities
Sunbelt Securities
Texas
$23.7M -$169K 8 5.01% Reduced
2166
SimplyRich
SimplyRich
California
$23.7M -$171K 6 10.65% Reduced
2167
ECM
EagleClaw Capital Management
Massachusetts
$23.7M -$3.45M 6 6.62% Reduced
2168
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$23.7M +$837K 5 4.56% Increased
2169
Hel Ved Capital Management
Hel Ved Capital Management
Hong Kong
$23.6M +$28.1M 1 18.18% New
2170
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$23.6M $0 3 5.67% Maintained
2171
MJP
Michael J. Puzo
$23.6M +$6.81K 3 8.98% Increased
2172
9258 Wealth Management
9258 Wealth Management
Ohio
$23.5M -$645K 8 6.02% Reduced
2173
LFCM
Long Focus Capital Management
Puerto Rico
$23.5M +$5.52M 2 2.29% Increased
2174
Udine Wealth Management
Udine Wealth Management
Florida
$23.5M +$4.42M 3 37.1% Increased
2175
Olstein Capital Management
Olstein Capital Management
New York
$23.5M +$2.47M 3 3.93% Increased