← 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
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$21.5M +$3.61M 4 19.77% Increased
2402
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$21.4M -$306K 6 6.88% Reduced
2403
Stamos Capital Partners
Stamos Capital Partners
California
$21.4M -$1.25M 5 5.53% Reduced
2404
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$21.4M +$863K 7 4.84% Increased
2405
NFAM
North Fourth Asset Management
New Jersey
$21.4M +$7.83M 3 4.64% Increased
2406
Redwood Grove Capital
Redwood Grove Capital
California
$21.4M $0 2 10.19% Maintained
2407
Main Street Financial Solutions
Main Street Financial Solutions
Pennsylvania
$21.4M +$933K 9 3.14% Increased
2408
Adams Wealth Management
Adams Wealth Management
Utah
$21.3M +$762K 5 6.89% Increased
2409
CCC
Chelsea Counsel Company
California
$21.3M -$1.55M 6 10.36% Reduced
2410
Inscription Capital
Inscription Capital
Texas
$21.3M +$1.12M 6 5.63% Increased
2411
Goodman Advisory Group
Goodman Advisory Group
Massachusetts
$21.3M +$8.87M 5 11.59% Increased
2412
PAM
Pegasus Asset Management
New York
$21.3M -$122K 5 10.53% Reduced
2413
Trek Financial
Trek Financial
Arizona
$21.2M -$3.77M 6 1.98% Reduced
2414
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$21.2M +$19.2M 5 19.55% New
2415
Bill Few Associates
Bill Few Associates
Pennsylvania
$21.2M +$235K 6 11.78% Increased
2416
Goldstream Capital Management
Goldstream Capital Management
Hong Kong
$21.2M +$16.5M 3 22.36% Increased
2417
True North Advisors
True North Advisors
Texas
$21.2M -$576K 6 6.22% Reduced
2418
ASA
Armstrong Shaw Associates
Connecticut
$21.2M -$81.8K 5 20.77% Reduced
2419
Mizuho Markets Americas
Mizuho Markets Americas
New York
$21.1M -$12.9M 2 0.85% Reduced
2420
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$21.1M -$110M 2 0.85% Reduced
2421
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$21.1M +$514K 3 13.6% Increased
2422
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$21.1M +$1.13M 4 14.76% Increased
2423
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management
Florida
$21.1M +$1.37M 6 23.1% Increased
2424
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$21.1M +$451K 5 9.22% Increased
2425
RB Capital Management
RB Capital Management
Nevada
$21.1M +$643K 7 6.67% Increased