← 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
2351
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$51.5M -$40.4M 2 1.12% Reduced
2352
FWTB
First Western Trust Bank
Colorado
$51.4M -$5.53M 6 2.51% Reduced
2353
APWM
Argonautica Private Wealth Management
Massachusetts
$51.3M -$686K 7 12.53% Reduced
2354
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$51.2M -$2.23M 14 5.21% Reduced
2355
HCM
Huber Capital Management
California
$51.2M +$9.62M 2 7.55% Increased
2356
SDJVC
St. Denis J. Villere & Co
Louisiana
$51.2M -$6.85M 4 6.11% Reduced
2357
GLLW
Graves Light Lenhart Wealth
Virginia
$51.2M -$548K 6 4.78% Reduced
2358
PSP
Principal Street Partners
Tennessee
$51.2M +$164K 7 7.49% Increased
2359
AIP
ARS Investment Partners
New York
$51.1M -$104M 3 2.23% Reduced
2360
Private Management Group
Private Management Group
California
$51.1M +$3.01M 7 1.35% Increased
2361
RWM
Rench Wealth Management
Texas
$51.1M -$242K 5 13.71% Reduced
2362
RP
Regal Partners
Australia
$51.1M -$49.3M 7 2.82% Reduced
2363
KHCM
Kirtland Hills Capital Management
Ohio
$51M +$1.73M 9 14.52% Increased
2364
HAIM
Hunter Associates Investment Management
Pennsylvania
$51M +$1.08M 6 5.87% Increased
2365
CBB
Citizens Business Bank
California
$51M -$344K 7 7.67% Reduced
2366
AF
Arrow Financial
New York
$50.9M -$873K 7 4.56% Reduced
2367
KC
Keenan Capital
California
$50.9M +$52.5M 2 10.07% New
2368
RPGK
Retirement Planning Group (Kansas)
Kansas
$50.9M +$37.8K 7 1.29% Increased
2369
SIG Brokerage
SIG Brokerage
New York
$50.9M +$28.9M 10 0.99% Increased
2370
TBC
Tweedy, Browne Co
Connecticut
$50.9M -$20.6M 2 3.85% Reduced
2371
Discovery Capital Management
Discovery Capital Management
Connecticut
$50.9M +$20.9M 4 2.11% Increased
2372
BPIA
Broad Peak Investment Advisers
Singapore
$50.9M $0 1 9.35% Maintained
2373
Winton Group
Winton Group
United Kingdom
$50.8M -$1.37M 17 1.65% Reduced
2374
MCF Advisors
MCF Advisors
Kentucky
$50.8M +$4.49M 23 1.82% Increased
2375
OCAI
O'Connor Alternative Investments
New York
$50.8M +$30.8M 2 3.71% Increased