← 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
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$12.1M -$342K 8 11.2% Reduced
2302
Beacon Pointe Wealth Advisors
Beacon Pointe Wealth Advisors
California
$12.1M +$847K 7 2.55% Increased
2303
First Bankers Trust
First Bankers Trust
Kentucky
$12.1M -$283K 6 5.58% Reduced
2304
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$12.1M +$54.8K 4 6.98% Increased
2305
Nachman Norwood & Parrott
Nachman Norwood & Parrott
South Carolina
$12M +$322K 7 2.17% Increased
2306
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$12M -$420K 11 3.81% Reduced
2307
Mendel Money Management
Mendel Money Management
Illinois
$12M +$11.9M 4 11.5% New
2308
Lafayette Investments
Lafayette Investments
Maryland
$12M +$169K 4 4.25% Increased
2309
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12M -$377K 6 4.73% Reduced
2310
Advisory Research
Advisory Research
Illinois
$12M -$396K 4 0.24% Reduced
2311
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$12M -$4.67M 18 1.21% Reduced
2312
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$12M +$337K 17 1.13% Increased
2313
Hartford Financial Management
Hartford Financial Management
Connecticut
$12M +$84.2K 7 4% Increased
2314
Wexford Capital
Wexford Capital
Florida
$11.9M +$130K 4 1.39% Increased
2315
Chesapeake Wealth Management
Chesapeake Wealth Management
Virginia
$11.9M +$2.02M 8 4.98% Increased
2316
White Pine Capital
White Pine Capital
Minnesota
$11.9M +$203K 6 4.44% Increased
2317
BCM
Bayesian Capital Management
New York
$11.8M -$3.9M 5 2.45% Reduced
2318
RBA Wealth Management
RBA Wealth Management
California
$11.8M -$208K 5 9.13% Reduced
2319
Aries Wealth Management
Aries Wealth Management
Maine
$11.8M -$64.2K 7 8.27% Reduced
2320
Eads & Heald Wealth Management
Eads & Heald Wealth Management
Georgia
$11.8M -$364K 6 6.69% Reduced
2321
Wills Financial Group
Wills Financial Group
Virginia
$11.8M +$358K 4 7.7% Increased
2322
Toronado Partners
Toronado Partners
California
$11.8M -$1.07M 1 5.19% Reduced
2323
Brown Capital Management
Brown Capital Management
Maryland
$11.8M -$242K 5 0.11% Reduced
2324
Mount Vernon Associates
Mount Vernon Associates
Maryland
$11.8M -$324K 4 17.54% Reduced
2325
Costello Asset Management
Costello Asset Management
Pennsylvania
$11.8M +$588K 4 13.38% Increased