← 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
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$46.9M +$885K 7 12.59% Increased
2352
Xcel Wealth Management
Xcel Wealth Management
Florida
$46.9M -$3.4M 6 12.18% Reduced
2353
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$46.8M -$5.01M 9 9.58% Reduced
2354
Thames Capital Management
Thames Capital Management
New Jersey
$46.8M -$2.3M 5 6.67% Reduced
2355
Montecito Bank & Trust
Montecito Bank & Trust
California
$46.7M +$43.5M 5 7.26% New
2356
Edgestream Partners
Edgestream Partners
New Jersey
$46.7M -$16.8M 11 1.37% Reduced
2357
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$46.6M -$410K 5 5.17% Reduced
2358
Winslow Asset Management
Winslow Asset Management
Ohio
$46.4M -$3.38M 6 8.71% Reduced
2359
Sone Capital Management
Sone Capital Management
New York
$46.4M -$4.39M 3 3.88% Reduced
2360
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$46.4M -$7.13M 4 8.47% Reduced
2361
Abacus Planning Group
Abacus Planning Group
South Carolina
$46.3M +$151K 8 6.39% Increased
2362
Brilliance Asset Management
Brilliance Asset Management
Hong Kong
$46.3M +$40M 1 24.69% New
2363
Citizens Business Bank
Citizens Business Bank
California
$46.3M +$8.18M 6 7.73% Increased
2364
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$46.3M -$797K 5 25.26% Reduced
2365
Harmony Asset Management
Harmony Asset Management
Arizona
$46.2M +$613K 6 15.92% Increased
2366
Umpqua Bank
Umpqua Bank
Oregon
$46.2M +$766K 6 12.91% Increased
2367
Cardiff Park Advisors
Cardiff Park Advisors
California
$46.2M +$548K 9 3.54% Increased
2368
Congress Park Capital
Congress Park Capital
New York
$46.2M +$186K 8 14.35% Increased
2369
Agate Pass Investment Management
Agate Pass Investment Management
Washington
$46.1M +$1.32M 6 17.56% Increased
2370
3G Capital Partners
3G Capital Partners
New York
$46M +$41.4M 3 10.9% New
2371
Novo Holdings A/S
Novo Holdings A/S
Denmark
$46M -$15.1M 1 2.96% Reduced
2372
Castle Rock Wealth Management
Castle Rock Wealth Management
California
$46M +$415K 9 10.16% Increased
2373
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$46M -$102K 4 16.27% Reduced
2374
Ignite Planners
Ignite Planners
California
$45.9M +$257K 9 7.52% Increased
2375
JB Capital
JB Capital
Connecticut
$45.9M -$1.39M 8 1.98% Reduced