← 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
RDA Financial Network
RDA Financial Network
Iowa
$33.3M +$1.64M 6 9.94% Increased
2402
Chronos Wealth Management
Chronos Wealth Management
Florida
$33.3M -$589K 4 17.87% Reduced
2403
Northside Capital Management
Northside Capital Management
Oregon
$33.2M -$449K 5 5.4% Reduced
2404
DT Investment Partners
DT Investment Partners
Pennsylvania
$33.2M -$1.54M 8 3.21% Reduced
2405
Fairbanks Capital Management
Fairbanks Capital Management
California
$33.2M +$15.3M 5 21.37% Increased
2406
SL
Siren LLC
Connecticut
$33.2M +$16.5M 5 1.87% Increased
2407
RB Capital Management
RB Capital Management
Nevada
$33.2M +$559K 6 7.7% Increased
2408
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$33.1M -$3.1M 8 4.8% Reduced
2409
Lazari Capital Management
Lazari Capital Management
California
$33.1M +$1.09M 7 13.53% Increased
2410
NWK Group
NWK Group
California
$33.1M +$3.97M 5 15.14% Increased
2411
SC
Sawyer & Company
Massachusetts
$33.1M -$2.21M 6 13.35% Reduced
2412
Snider Financial Group
Snider Financial Group
Washington
$33M -$839K 5 10.73% Reduced
2413
APSI
Asset Planning Services Inc
Louisiana
$33M -$297K 3 16.76% Reduced
2414
Varenne Capital Partners
Varenne Capital Partners
France
$33M -$35.1M 2 11.84% Reduced
2415
Miramar Capital
Miramar Capital
Illinois
$33M -$1.01M 2 7.85% Reduced
2416
Advisor OS
Advisor OS
Illinois
$33M -$1.11M 8 3.75% Reduced
2417
Tremblant Capital Group
Tremblant Capital Group
Florida
$32.9M -$25.4M 2 3.7% Reduced
2418
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors
California
$32.9M +$34.7K 6 12.85% Increased
2419
Gladius Capital Management
Gladius Capital Management
Illinois
$32.9M -$15.4M 5 8.75% Reduced
2420
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$32.9M -$14.8M 3 0.53% Reduced
2421
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$32.9M -$1.67M 4 2.92% Reduced
2422
Intellus Advisors
Intellus Advisors
Florida
$32.8M +$864K 6 5.74% Increased
2423
CCM
Consolidated Capital Management
California
$32.8M -$1M 6 13.63% Reduced
2424
Melqart Asset Management
Melqart Asset Management
United Kingdom
$32.8M -$37M 5 4.28% Reduced
2425
Congress Park Capital
Congress Park Capital
New York
$32.8M -$1.81M 7 12.42% Reduced