← 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
2176
Susquehanna International Group (Ireland)
Susquehanna International Group (Ireland)
Ireland
$22.3M +$14.6M 1 10.02% Increased
2177
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22.3M +$53.8K 7 7.98% Increased
2178
Blume Capital Management
Blume Capital Management
California
$22.3M +$3.88M 10 7.53% Increased
2179
JGP Wealth Management
JGP Wealth Management
Oregon
$22.3M +$803K 6 4.09% Increased
2180
Glassman Wealth Services
Glassman Wealth Services
Virginia
$22.2M +$749K 25 4.1% Increased
2181
Segment Wealth Management
Segment Wealth Management
Texas
$22.2M -$2.35K 5 2.57% Reduced
2182
Salomon & Ludwin
Salomon & Ludwin
Virginia
$22.2M +$14.1M 6 2.81% Increased
2183
Allied Investment Advisors
Allied Investment Advisors
Montana
$22.2M +$369K 3 6.94% Increased
2184
L.J. Altfest & Co
L.J. Altfest & Co
New York
$22.2M +$806K 6 3.67% Increased
2185
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$22.1M +$129K 2 6.1% Increased
2186
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$22.1M -$840K 9 6.54% Reduced
2187
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$22.1M -$453K 6 3.6% Reduced
2188
JWCA
J.W. Coons Advisors
Ohio
$22.1M +$1.2M 6 6.59% Increased
2189
Concentric Wealth Management
Concentric Wealth Management
California
$22.1M -$77.8K 5 7.53% Reduced
2190
McDonald Partners
McDonald Partners
Ohio
$22M +$694K 7 7.53% Increased
2191
IAM
Innovis Asset Management
Illinois
$22M +$22.8M 7 9.95% New
2192
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$22M -$895K 9 1.83% Reduced
2193
Eudaimonia Partners
Eudaimonia Partners
Tennessee
$22M +$84.6K 6 5.4% Increased
2194
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$22M +$3.25M 7 2.61% Increased
2195
PWP
Pursue Wealth Partners
California
$22M -$3.37M 11 17% Reduced
2196
Holowesko Partners
Holowesko Partners
Bahamas
$22M -$175K 2 10.56% Reduced
2197
Nine Masts Capital
Nine Masts Capital
Hong Kong
$21.9M -$59.9M 2 7.01% Reduced
2198
Blackhill Capital
Blackhill Capital
New Jersey
$21.9M -$796K 4 2.54% Reduced
2199
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$21.9M -$1.46M 10 6.25% Reduced
2200
Nicholas Investment Partners
Nicholas Investment Partners
California
$21.9M -$3.51M 6 1.92% Reduced