← 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
2226
Pembroke Management
Pembroke Management
Quebec, Canada
$9.8M +$10.3M 1 1% New
2227
Aristeia Capital
Aristeia Capital
Connecticut
$9.7M -$7.61M 1 0.41% Reduced
2228
CAMG Solamere Management
CAMG Solamere Management
North Carolina
$9.7M -$353K 4 4.31% Reduced
2229
Bridge Creek Capital Management
Bridge Creek Capital Management
Massachusetts
$9.7M -$531K 5 4.87% Reduced
2230
PC
Palo Capital
California
$9.7M +$582K 5 4.33% Increased
2231
Hendley & Co
Hendley & Co
Ohio
$9.7M +$1.64M 2 4.96% Increased
2232
Quantitative Systematic Strategies
Quantitative Systematic Strategies
Florida
$9.7M -$4.31M 9 2.46% Reduced
2233
Naples Global Advisors
Naples Global Advisors
Florida
$9.7M +$210K 5 2.85% Increased
2234
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$9.6M -$90.1K 4 6.64% Reduced
2235
Benin Management Corp
Benin Management Corp
Connecticut
$9.6M -$222K 6 3.85% Reduced
2236
JT Stratford LLC
JT Stratford LLC
Georgia
$9.6M +$14.6K 3 6.26% Increased
2237
Simplicity Solutions
Simplicity Solutions
Minnesota
$9.6M +$5.3M 7 0.93% Increased
2238
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$9.6M +$501K 2 1.56% Increased
2239
AT Bancorp
AT Bancorp
Iowa
$9.6M -$413K 5 1.03% Reduced
2240
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$9.6M -$1.09M 1 5.76% Reduced
2241
Cadence Bank
Cadence Bank
Mississippi
$9.5M +$9.32M 4 0.9% New
2242
Brookstone Capital Management
Brookstone Capital Management
Illinois
$9.5M -$111K 6 0.86% Reduced
2243
One Capital Management
One Capital Management
California
$9.5M -$106K 4 1.91% Reduced
2244
Odey Asset Management Group
Odey Asset Management Group
United Kingdom
$9.5M -$6.66M 3 0.87% Reduced
2245
Security National Bank
Security National Bank
Nebraska
$9.5M -$47.9K 5 6.18% Reduced
2246
Jackson Wealth Management
Jackson Wealth Management
Florida
$9.5M +$1.37M 1 2.41% Increased
2247
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$9.5M +$322K 4 5.15% Increased
2248
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$9.49M +$5.07M 8 0.57% Increased
2249
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$9.46M +$64.4K 14 3.04% Increased
2250
IMOV
Investment Management of Virginia
Virginia
$9.45M -$178K 2 2.24% Reduced