← 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
2401
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$21.3M -$38.1M 4 1.2% Reduced
2402
Duality Advisers
Duality Advisers
Florida
$21.3M +$7.53M 7 1.85% Increased
2403
Claro Advisors
Claro Advisors
Massachusetts
$21.3M +$980K 9 10.8% Increased
2404
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$21.3M -$2.21M 18 9.02% Reduced
2405
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$21.3M -$1.56M 11 4.14% Reduced
2406
PIG
Pantheon Investment Group
California
$21.3M +$1.72M 4 20.4% Increased
2407
Inlet Private Wealth
Inlet Private Wealth
Florida
$21.3M -$184K 8 6.08% Reduced
2408
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$21.2M -$4.44M 6 1.18% Reduced
2409
Convergence Investment Partners
Convergence Investment Partners
Florida
$21.2M -$380K 9 9.7% Reduced
2410
LVW Advisors
LVW Advisors
New York
$21.1M -$139K 4 4.06% Reduced
2411
BCWM LLC
BCWM LLC
Kansas
$21.1M +$5.25M 3 6.24% Increased
2412
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$21.1M $0 2 5.4% Maintained
2413
IMOV
Investment Management of Virginia
Virginia
$21.1M -$1.07M 6 4.25% Reduced
2414
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$21.1M +$10.2M 9 8.07% Increased
2415
SP
StackLine Partners
New York
$21.1M +$17.3M 1 6.21% Increased
2416
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$21.1M -$341K 7 6.05% Reduced
2417
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$21.1M +$64.6K 6 14.79% Increased
2418
BCM
Bayesian Capital Management
New York
$21M +$11.4M 10 4.84% Increased
2419
Golden State Wealth Management
Golden State Wealth Management
California
$21M -$3.78M 6 6.94% Reduced
2420
CX Institutional
CX Institutional
Indiana
$21M +$89.6K 11 1.88% Increased
2421
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$21M -$399K 6 9.13% Reduced
2422
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$21M +$524K 8 5.07% Increased
2423
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$21M +$1.51M 11 4.68% Increased
2424
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$20.9M +$107K 9 4.83% Increased
2425
First Mercantile Trust
First Mercantile Trust
Tennessee
$20.9M -$233K 12 2.39% Reduced