← 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
Greenline Partners
Greenline Partners
New York
$28.7M +$707K 4 5.37% Increased
2302
KLCM
KG&L Capital Management
Louisiana
$28.6M +$3.69M 6 11.95% Increased
2303
Stamos Capital Partners
Stamos Capital Partners
California
$28.6M +$16.4M 4 9.56% Increased
2304
Golden State Wealth Management
Golden State Wealth Management
California
$28.6M -$3.6M 7 5.6% Reduced
2305
City of London Investment Management
City of London Investment Management
United Kingdom
$28.6M +$27.5M 3 1.8% New
2306
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$28.5M -$14M 8 4.69% Reduced
2307
Sirios Capital Management
Sirios Capital Management
Massachusetts
$28.5M -$16.9M 2 3.8% Reduced
2308
LBC
Lawrence B. Cohen
$28.5M -$1.84M 4 16.89% Reduced
2309
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$28.5M -$299K 2 7.02% Reduced
2310
Mirova
Mirova
France
$28.5M +$7.5M 3 3.81% Increased
2311
Wealth Effects
Wealth Effects
Massachusetts
$28.4M +$1.45M 10 13.28% Increased
2312
Hillman Capital Management
Hillman Capital Management
Maryland
$28.4M +$399K 4 9.01% Increased
2313
GraniteShares Advisors
GraniteShares Advisors
New York
$28.4M -$2.21M 4 15.37% Reduced
2314
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services
Ohio
$28.4M +$856K 9 5.17% Increased
2315
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$28.4M -$304K 7 13.11% Reduced
2316
Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos
Brazil
$28.3M -$644K 4 7.06% Reduced
2317
CFO4Life Group
CFO4Life Group
Texas
$28.3M -$113K 5 5.95% Reduced
2318
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$28.3M -$24.9M 3 1.09% Reduced
2319
NFAM
North Fourth Asset Management
New Jersey
$28.3M -$6.94M 3 4.95% Reduced
2320
VCM
Viewpoint Capital Management
Washington
$28.3M -$98.7K 5 21.79% Reduced
2321
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$28.2M +$207K 8 6.39% Increased
2322
Penbrook Management
Penbrook Management
New York
$28.2M -$609K 5 18.29% Reduced
2323
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$28.1M -$2.77M 4 17.59% Reduced
2324
Rempart Asset Management
Rempart Asset Management
Canada
$27.9M -$2.61M 1 5.69% Reduced
2325
LFCM
Long Focus Capital Management
Puerto Rico
$27.9M +$24.1M 2 3.59% Increased