← 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
Sirios Capital Management
Sirios Capital Management
Massachusetts
$30.6M +$135K 2 5.8% Increased
2202
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$30.6M -$146K 6 8.58% Reduced
2203
Westside Investment Management
Westside Investment Management
California
$30.6M -$340K 13 8.8% Reduced
2204
IFG Advisory
IFG Advisory
Georgia
$30.5M +$1.96M 8 2.57% Increased
2205
Bardin Hill Management Partners
Bardin Hill Management Partners
New York
$30.5M +$29.3M 1 9.82% New
2206
NBW Capital
NBW Capital
Massachusetts
$30.5M -$82K 3 7.46% Reduced
2207
Westover Capital Advisors
Westover Capital Advisors
Delaware
$30.5M +$93K 6 11.03% Increased
2208
Genesis Investment Management
Genesis Investment Management
United Kingdom
$30.4M -$9.9M 2 4.25% Reduced
2209
TP
Thunderbird Partners
United Kingdom
$30.4M +$1.75M 1 7.62% Increased
2210
AXS Investments
AXS Investments
New York
$30.4M +$232K 8 7.85% Increased
2211
NTV Asset Management
NTV Asset Management
West Virginia
$30.4M +$1.05M 7 5.5% Increased
2212
Element Capital Management
Element Capital Management
New York
$30.3M +$2.64M 1 2.69% Increased
2213
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$30.3M -$206K 6 11.82% Reduced
2214
CreativeOne Wealth
CreativeOne Wealth
Kansas
$30.3M -$20.6M 9 2.18% Reduced
2215
Lattice Capital Management
Lattice Capital Management
Washington
$30.3M +$15.3M 5 3.76% Increased
2216
BIM
Bridgecreek Investment Management
Oklahoma
$30.2M -$667K 3 6.18% Reduced
2217
Decatur Capital Management
Decatur Capital Management
Georgia
$30.2M +$64.9K 4 21.82% Increased
2218
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$30.2M +$718K 4 19.58% Increased
2219
Crescent Park Management
Crescent Park Management
California
$30.2M -$72K 2 7.08% Reduced
2220
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$30M +$242K 10 13.11% Increased
2221
Salomon & Ludwin
Salomon & Ludwin
Virginia
$30M +$116K 12 3.13% Increased
2222
Concentric Wealth Management
Concentric Wealth Management
California
$29.9M +$367K 5 9.86% Increased
2223
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$29.9M -$1.56M 7 4.59% Reduced
2224
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$29.9M +$35.4K 7 5.75% Increased
2225
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$29.9M -$47.5M 6 19.54% Reduced