← 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
2376
Herold Advisors
Herold Advisors
New York
$25.7M -$170K 7 7.88% Reduced
2377
McRae Capital Management
McRae Capital Management
New Jersey
$25.7M +$15K 4 7.31% Increased
2378
AP
Arlington Partners
Alabama
$25.7M -$259K 10 3.97% Reduced
2379
NAH
Neumann Advisory (HK)
Hong Kong
$25.7M $0 2 9.8% Maintained
2380
Broad Run Investment Management
Broad Run Investment Management
Virginia
$25.6M -$4.44M 2 3.03% Reduced
2381
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$25.6M -$1.14M 6 9.22% Reduced
2382
Wildcat Capital Management
Wildcat Capital Management
New York
$25.5M +$9.29M 1 9.72% Increased
2383
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$25.5M -$361K 6 4.2% Reduced
2384
Parkside Investments
Parkside Investments
Illinois
$25.5M -$2.02M 4 4.76% Reduced
2385
Bill Few Associates
Bill Few Associates
Pennsylvania
$25.5M +$95.7K 6 13.16% Increased
2386
Adalta Capital Management
Adalta Capital Management
New York
$25.5M -$1.16M 6 17.02% Reduced
2387
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$25.4M -$2.01M 6 2.78% Reduced
2388
KLCM
KG&L Capital Management
Louisiana
$25.4M -$2.42M 7 12.17% Reduced
2389
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$25.4M -$11.9M 2 15.77% Reduced
2390
Nicholas Investment Partners
Nicholas Investment Partners
California
$25.4M +$5.18M 7 1.73% Increased
2391
Montecito Bank & Trust
Montecito Bank & Trust
California
$25.3M -$419K 5 5.74% Reduced
2392
Cardiff Park Advisors
Cardiff Park Advisors
California
$25.3M +$454K 6 3.1% Increased
2393
PAM
Pegasus Asset Management
New York
$25.2M -$3.32K 5 11.23% Reduced
2394
Apella Capital
Apella Capital
Connecticut
$25.2M +$23.1M 6 1.8% New
2395
Inscription Capital
Inscription Capital
Texas
$25.1M -$13.9K 6 7.82% Reduced
2396
Geller Advisors
Geller Advisors
New York
$25.1M +$9.01M 8 3.13% Increased
2397
BNC Wealth Management
BNC Wealth Management
Oregon
$25.1M -$3.16M 4 13.33% Reduced
2398
Sound Income Strategies
Sound Income Strategies
Florida
$25.1M +$1.24M 14 2.58% Increased
2399
American Trust
American Trust
Kentucky
$25.1M -$1.52M 7 1.74% Reduced
2400
First Wilshire Securities Management
First Wilshire Securities Management
California
$25M +$343K 4 8.58% Increased