← 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
2276
Gavilan Investment Partners
Gavilan Investment Partners
California
$50.5M $0 1 11.28% Maintained
2277
Blackhill Capital
Blackhill Capital
New Jersey
$50.4M $0 4 2.5% Maintained
2278
NewSquare Capital
NewSquare Capital
Pennsylvania
$50.4M +$7.67M 7 3.42% Increased
2279
MIC
Maxi Investments CY
Cyprus
$50.4M -$65.6M 9 10.47% Reduced
2280
Inlet Private Wealth
Inlet Private Wealth
Florida
$50.3M +$310K 7 11.35% Increased
2281
SummitTX Capital
SummitTX Capital
Texas
$50.2M -$37.5M 12 2.07% Reduced
2282
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors
Colorado
$50.2M +$516K 9 21.71% Increased
2283
Royal Fund Management
Royal Fund Management
Florida
$50.2M -$27.7M 7 5.97% Reduced
2284
Advisory Research
Advisory Research
Illinois
$50.1M +$11.2M 4 6.58% Increased
2285
Once Capital Management
Once Capital Management
New York
$50.1M $0 3 11.11% Maintained
2286
Klingman & Associates
Klingman & Associates
New York
$50M +$3.41M 6 2.52% Increased
2287
Skylands Capital
Skylands Capital
Wisconsin
$49.9M -$6.93M 4 6.9% Reduced
2288
Leeward Financial Partners
Leeward Financial Partners
Washington
$49.9M +$3.26M 6 14.19% Increased
2289
Abacus FCF Advisors
Abacus FCF Advisors
Florida
$49.8M +$11.3M 4 6.63% Increased
2290
Private Wealth Asset Management
Private Wealth Asset Management
Iowa
$49.7M +$1.16M 17 5.87% Increased
2291
Inspire Trust Company
Inspire Trust Company
Nevada
$49.7M +$572K 5 9.05% Increased
2292
Sovran Advisors
Sovran Advisors
California
$49.6M +$4.37M 7 4.38% Increased
2293
BDA
Borer Denton & Associates
Pennsylvania
$49.6M -$64.6K 3 16.38% Reduced
2294
Consolidated Planning Corp
Consolidated Planning Corp
Georgia
$49.6M +$14.4M 5 5.23% Increased
2295
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$49.6M +$1.08M 6 17.19% Increased
2296
Scholtz & Company
Scholtz & Company
Connecticut
$49.5M -$592K 3 21.77% Reduced
2297
Hudson Value Partners
Hudson Value Partners
Florida
$49.5M +$2.05M 7 15.33% Increased
2298
RDA Financial Network
RDA Financial Network
Iowa
$49.5M +$3.56M 8 12.2% Increased
2299
Kozak & Associates
Kozak & Associates
Colorado
$49.4M -$2.07M 11 9.74% Reduced
2300
NVWM LLC
NVWM LLC
Pennsylvania
$49.4M +$3.6M 11 11.12% Increased