← 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
Tamar Securities
Tamar Securities
California
$21M -$4.62M 2 11.91% Reduced
2352
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$20.9M +$3.52M 6 5.15% Increased
2353
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$20.9M -$223K 6 15.44% Reduced
2354
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$20.9M -$246K 5 3.65% Reduced
2355
Maytus Capital Management
Maytus Capital Management
New York
$20.9M -$26M 2 8.96% Reduced
2356
Fairpointe Capital
Fairpointe Capital
Illinois
$20.9M -$13.9M 3 3.84% Reduced
2357
Pembroke Management
Pembroke Management
Quebec, Canada
$20.9M -$3.63M 1 1.76% Reduced
2358
WealthSource Partners
WealthSource Partners
California
$20.9M -$535K 7 2.44% Reduced
2359
DA
DCF Advisers
Connecticut
$20.9M +$925K 5 8.63% Increased
2360
First Mercantile Trust
First Mercantile Trust
Tennessee
$20.9M +$2.12M 11 2.37% Increased
2361
Platte River Wealth Advisors
Platte River Wealth Advisors
Colorado
$20.9M +$1.52M 5 9.01% Increased
2362
Wills Financial Group
Wills Financial Group
Virginia
$20.9M +$554K 4 10.39% Increased
2363
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$20.9M -$81.9K 5 6.57% Reduced
2364
Modera Wealth Management
Modera Wealth Management
New Jersey
$20.9M +$6.97M 6 1.65% Increased
2365
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$20.8M -$198K 6 15.67% Reduced
2366
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$20.8M +$1.09M 5 5.99% Increased
2367
Pavion Blue Capital
Pavion Blue Capital
California
$20.8M -$12.7M 5 14.24% Reduced
2368
DFPG Investments
DFPG Investments
Utah
$20.8M +$6.1M 9 9.56% Increased
2369
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$20.8M +$56.9K 7 6.41% Increased
2370
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$20.8M +$58.3K 1 12.28% Increased
2371
JWCA
J.W. Coons Advisors
Ohio
$20.7M +$67.1K 6 7.93% Increased
2372
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$20.7M +$20.1M 7 7.59% New
2373
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$20.7M -$325K 6 7.71% Reduced
2374
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$20.7M -$537K 2 1.44% Reduced
2375
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$20.7M -$914K 8 3.82% Reduced