← 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
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$26.8M -$383K 8 7.74% Reduced
2327
Element Capital Management
Element Capital Management
New York
$26.8M -$45.1M 1 1.81% Reduced
2328
CIC Wealth
CIC Wealth
Maryland
$26.7M -$59.3K 6 9.24% Reduced
2329
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$26.7M +$160K 7 5.66% Increased
2330
True North Advisors
True North Advisors
Texas
$26.7M +$1.76M 6 7.57% Increased
2331
Citizens Business Bank
Citizens Business Bank
California
$26.7M +$1.6M 4 5.95% Increased
2332
LBC
Lawrence B. Cohen
$26.7M -$205K 5 17.08% Reduced
2333
Chronos Wealth Management
Chronos Wealth Management
Florida
$26.7M -$385K 3 18.44% Reduced
2334
Mendel Money Management
Mendel Money Management
Illinois
$26.6M -$535K 7 13.69% Reduced
2335
CCM
Conway Capital Management
California
$26.6M -$22.3K 4 18.74% Reduced
2336
Pine Ridge Advisers
Pine Ridge Advisers
New York
$26.6M -$6.18M 4 5.88% Reduced
2337
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$26.6M -$16.5M 1 3.71% Reduced
2338
Platform Technology Partners
Platform Technology Partners
New York
$26.6M -$490K 10 12.51% Reduced
2339
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$26.6M -$762K 6 4.8% Reduced
2340
VDBMI
Van Den Berg Management I
Texas
$26.5M -$336K 5 9.54% Reduced
2341
AQR Arbitrage
AQR Arbitrage
Connecticut
$26.5M -$28.3M 2 1.14% Reduced
2342
CI
Carroll Investors
South Carolina
$26.5M -$384K 4 19.88% Reduced
2343
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$26.5M -$18.7M 8 1.73% Reduced
2344
Truxt Investmentos
Truxt Investmentos
Brazil
$26.5M -$33.6M 2 6.62% Reduced
2345
Canal Capital Management
Canal Capital Management
Virginia
$26.4M -$134K 4 5.35% Reduced
2346
Harrell Investment Partners
Harrell Investment Partners
Texas
$26.4M -$65.9K 4 8.96% Reduced
2347
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$26.4M +$1.23M 3 18.91% Increased
2348
DTL
Dynamic Technology Lab
Singapore
$26.3M +$7.75M 16 3.32% Increased
2349
RJA Asset Management
RJA Asset Management
Connecticut
$26.3M +$14.9M 2 6.85% Increased
2350
NWF Advisory Services
NWF Advisory Services
California
$26.3M $0 6 6.09% Maintained