← 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
2301
MCM
Millie Capital Management
California
$8.91M -$77.1K 4 7.49% Reduced
2302
MLM
Mount Lucas Management
Pennsylvania
$8.9M -$443K 2 1.54% Reduced
2303
CCM
Courage Capital Management
Tennessee
$8.89M $0 1 6.36% Maintained
2304
Atika Capital Management
Atika Capital Management
New York
$8.88M +$1.61M 2 3.43% Increased
2305
Patten Group
Patten Group
Tennessee
$8.88M +$2.01M 9 3.52% Increased
2306
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$8.87M +$371K 5 2.91% Increased
2307
BFA
Benedict Financial Advisors
Georgia
$8.87M -$349K 1 4.27% Reduced
2308
ISB
Iowa State Bank
Iowa
$8.85M -$230K 2 3.99% Reduced
2309
BAM
Boyar Asset Management
New York
$8.76M +$10.2K 2 6.23% Increased
2310
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$8.76M -$120K 4 1.89% Reduced
2311
Valley National Advisers
Valley National Advisers
Pennsylvania
$8.75M +$826K 11 3.04% Increased
2312
SCM
SOL Capital Management
Maryland
$8.75M -$1.52M 8 2.5% Reduced
2313
MHIM
MacNealy Hoover Investment Management
Ohio
$8.74M -$176K 5 6.32% Reduced
2314
MMM
Mendel Money Management
Illinois
$8.74M +$8.44M 3 8.39% New
2315
KC
Kingfisher Capital
North Carolina
$8.73M +$1.58M 5 5.55% Increased
2316
CIP
Capital Insight Partners
Arizona
$8.72M +$1.55M 4 6.82% Increased
2317
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$8.72M +$376K 6 5.37% Increased
2318
Pinnacle Advisory Group
Pinnacle Advisory Group
Maryland
$8.7M +$220K 5 0.51% Increased
2319
Mirador Capital Partners
Mirador Capital Partners
California
$8.65M -$268K 7 4.74% Reduced
2320
PSF
Pacific Sun Financial
California
$8.65M +$8.48M 7 4.74% New
2321
PWSG
Pacific Wealth Strategies Group
California
$8.65M +$804K 4 6.15% Increased
2322
Howard Capital Management
Howard Capital Management
Georgia
$8.62M +$8.53M 3 1.37% New
2323
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$8.61M -$485 1 5.45% Reduced
2324
GCMG
Gyroscope Capital Management Group
Florida
$8.6M +$486K 2 3.93% Increased
2325
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$8.58M -$145K 1 0.74% Reduced