← 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
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$48.1M -$1.07M 8 9.38% Reduced
2327
Nicholas Investment Partners
Nicholas Investment Partners
California
$47.9M +$215K 6 3.66% Increased
2328
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$47.8M -$1.74M 5 13.94% Reduced
2329
AA
Alta Advisers
United Kingdom
$47.8M +$155K 8 14.61% Increased
2330
Boston Research & Management
Boston Research & Management
Massachusetts
$47.8M -$58.4K 6 10.44% Reduced
2331
LTS One Management
LTS One Management
New York
$47.7M -$1.1M 2 16.98% Reduced
2332
JT Stratford LLC
JT Stratford LLC
Georgia
$47.6M +$2.6M 9 6.38% Increased
2333
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$47.6M +$431K 8 7.66% Increased
2334
ECM
EMC Capital Management
Texas
$47.6M -$508K 8 22.51% Reduced
2335
Spinecap SAS
Spinecap SAS
France
$47.6M -$2.27M 2 20.95% Reduced
2336
Tradition Wealth Management
Tradition Wealth Management
Minnesota
$47.6M +$2.03M 9 3.52% Increased
2337
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$47.5M -$6.74M 13 11.86% Reduced
2338
UAG
United Advisor Group
Ohio
$47.4M +$15.2M 10 6.38% Increased
2339
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$47.3M -$73.2K 4 22.36% Reduced
2340
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$47.3M -$72.3K 6 5.81% Reduced
2341
Kestra Investment Management
Kestra Investment Management
Texas
$47.3M -$13.6M 13 1.27% Reduced
2342
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$47.2M -$156K 7 15.46% Reduced
2343
Blue Whale Capital
Blue Whale Capital
United Kingdom
$47.2M -$24.4M 1 2.61% Reduced
2344
LPCM
Lynwood Price Capital Management
Texas
$47.2M -$2.94M 2 23.63% Reduced
2345
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$47.1M -$4.72M 2 0.87% Reduced
2346
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$47.1M -$832K 5 14.17% Reduced
2347
MA
Menlo Advisors
California
$47M -$1.37M 4 22.33% Reduced
2348
PCG
PFC Capital Group
California
$47M -$102K 5 19.75% Reduced
2349
Westmount Partners
Westmount Partners
California
$47M -$729K 6 12.14% Reduced
2350
Allen Capital Group
Allen Capital Group
Nebraska
$47M +$813K 7 4.43% Increased