← 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
2201
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$3.09M -$28.9K 3 0.75% Reduced
2202
SSI Investment Management
SSI Investment Management
California
$3.08M -$481K 4 0.33% Reduced
2203
LWM
LBA Wealth Management
Florida
$3.06M +$400K 5 1.93% Increased
2204
TFCM
Taylor Frigon Capital Management
Arizona
$3.06M +$45.5K 2 3.4% Increased
2205
QCM
Quadrant Capital Management
New Jersey
$3.06M +$1.28M 2 2.6% Increased
2206
QAM
Quantres Asset Management
Cayman Islands
$3.05M -$1.36M 2 2.37% Reduced
2207
OL
Orbitronix LP
California
$3.03M -$1.87M 1 4.16% Reduced
2208
GIM
Guild Investment Management
California
$3.02M +$3.05M 1 6.77% New
2209
Patten Group
Patten Group
Tennessee
$3.02M +$25.3K 7 1.55% Increased
2210
Proffitt & Goodson
Proffitt & Goodson
Tennessee
$3.01M -$20.8K 2 1.9% Reduced
2211
SIG
Stanford Investment Group
California
$3.01M +$208K 7 2.21% Increased
2212
HLA
Hamilton Lane Advisors
Pennsylvania
$3.01M -$1.2M 2 1.48% Reduced
2213
CCM
Catapult Capital Management
New York
$3M -$2.91M 2 1.13% Reduced
2214
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$2.98M +$606K 5 1.29% Increased
2215
HCM
Hall Capital Management
Rhode Island
$2.97M +$74.9K 2 3.54% Increased
2216
FCE
Fiera Capital (Europe)
Cayman Islands
$2.97M $0 1 3.93% Maintained
2217
Edgestream Partners
Edgestream Partners
New Jersey
$2.96M +$1.65M 1 5.18% Increased
2218
GWM
Graybill Wealth Management
Illinois
$2.95M +$90.8K 2 2.42% Increased
2219
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$2.94M $0 1 0.06% Maintained
2220
SOAMC
Spirit of America Management Corp
New York
$2.92M $0 4 0.61% Maintained
2221
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$2.92M +$426K 5 0.56% Increased
2222
BOS
Bank of Stockton
California
$2.92M -$50.1K 4 1.79% Reduced
2223
EEG
E.E. Geduld
$2.9M +$2.26M 3 2.72% Increased
2224
Orrstown Financial Services
Orrstown Financial Services
Pennsylvania
$2.9M -$445K 3 3.41% Reduced
2225
MCM
Marathon Capital Management
Maryland
$2.9M -$7.23K 3 1.47% Reduced