← 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
2326
Partners Group Holding
Partners Group Holding
Switzerland
$17.2M +$13.1M 2 1.95% Increased
2327
Affinity Investment Advisors
Affinity Investment Advisors
California
$17.2M -$573K 5 8.15% Reduced
2328
Oberweis Asset Management
Oberweis Asset Management
Illinois
$17.2M -$197K 6 6.74% Reduced
2329
Claro Advisors
Claro Advisors
Massachusetts
$17.1M +$1.9M 8 11.78% Increased
2330
DA
DSC Advisors
Illinois
$17.1M -$32.7K 5 18.76% Reduced
2331
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$17.1M -$5.27M 4 11.52% Reduced
2332
Hamilton Lane Advisors
Hamilton Lane Advisors
Pennsylvania
$17.1M -$3.38M 4 9.15% Reduced
2333
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$17.1M -$117K 7 4.35% Reduced
2334
Blue Chip Wealth Management
Blue Chip Wealth Management
Florida
$17.1M +$416K 4 16.16% Increased
2335
Inlet Private Wealth
Inlet Private Wealth
Florida
$17M +$221K 7 6.81% Increased
2336
Vontobel Swiss Wealth Advisors
Vontobel Swiss Wealth Advisors
Switzerland
$17M +$103K 4 11.19% Increased
2337
Icon Wealth Partners
Icon Wealth Partners
Texas
$17M +$4.98M 7 4.13% Increased
2338
Monarch Capital Management
Monarch Capital Management
Indiana
$17M +$129K 3 6.2% Increased
2339
Islet Management
Islet Management
New York
$17M -$21.1M 2 1.93% Reduced
2340
BE
Bonness Enterprises
District of Columbia
$17M $0 4 10.86% Maintained
2341
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$16.9M -$4.25M 3 3.6% Reduced
2342
Cardan Capital Partners
Cardan Capital Partners
Colorado
$16.9M +$2.66M 7 2.42% Increased
2343
Boyd Watterson Asset Management
Boyd Watterson Asset Management
Ohio
$16.9M -$1.4M 6 11.43% Reduced
2344
FORA Capital
FORA Capital
Florida
$16.9M -$15.3M 12 5.79% Reduced
2345
1776 Wealth
1776 Wealth
Georgia
$16.9M +$71.4K 7 11.6% Increased
2346
Rings Capital Management
Rings Capital Management
Illinois
$16.9M $0 1 9.79% Maintained
2347
Howard Hughes Medical Institute
Howard Hughes Medical Institute
Maryland
$16.9M -$3.62M 2 6.88% Reduced
2348
Private Management Group
Private Management Group
California
$16.8M -$841K 3 1.17% Reduced
2349
Bishop Rock Capital
Bishop Rock Capital
New York
$16.8M -$1.3M 1 5.53% Reduced
2350
Intrua Financial
Intrua Financial
Texas
$16.8M +$14M 7 6.42% New