← 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
2426
DT Investment Partners
DT Investment Partners
Pennsylvania
$23.5M +$5.97M 6 3.15% Increased
2427
Platform Technology Partners
Platform Technology Partners
New York
$23.5M -$2.21M 8 10.66% Reduced
2428
Marshall & Sullivan
Marshall & Sullivan
Washington
$23.5M -$579K 4 12.25% Reduced
2429
ETI
Enterprise Trust & Investment
California
$23.4M -$482K 7 9.48% Reduced
2430
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$23.4M -$4.56M 6 1.79% Reduced
2431
Connable Office Inc
Connable Office Inc
Michigan
$23.4M -$1.42M 5 3.4% Reduced
2432
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$23.4M -$1.79M 8 5.48% Reduced
2433
Core Alternative Capital
Core Alternative Capital
Georgia
$23.4M +$704K 5 4.92% Increased
2434
Rings Capital Management
Rings Capital Management
Illinois
$23.4M $0 1 10.56% Maintained
2435
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$23.4M +$2.23M 5 12.56% Increased
2436
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$23.4M -$2.29M 4 14.44% Reduced
2437
IFG Advisory
IFG Advisory
Georgia
$23.3M +$1.72M 7 2.52% Increased
2438
Peregrine Asset Advisers
Peregrine Asset Advisers
Oregon
$23.3M +$1.04M 6 11.92% Increased
2439
American Investment Services
American Investment Services
Massachusetts
$23.2M +$697K 4 5.21% Increased
2440
Leonard Green & Partners
Leonard Green & Partners
California
$23.2M -$36.7M 2 0.18% Reduced
2441
KLCM
KG&L Capital Management
Louisiana
$23.2M -$340K 6 10.18% Reduced
2442
White Pine Capital
White Pine Capital
Minnesota
$23.2M -$340K 6 7.13% Reduced
2443
AIA
AIMZ Investment Advisors
California
$23.1M -$386K 7 10.45% Reduced
2444
Castle Rock Wealth Management
Castle Rock Wealth Management
California
$23.1M +$1.36M 9 7.92% Increased
2445
Certuity
Certuity
Florida
$23.1M +$2.21M 8 4.62% Increased
2446
Formidable Asset Management
Formidable Asset Management
Ohio
$23.1M +$14.8M 7 4.34% Increased
2447
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$23.1M +$1.94M 6 9.16% Increased
2448
Beck Capital Management
Beck Capital Management
Texas
$23.1M +$109K 4 7.76% Increased
2449
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$23.1M -$713K 5 11.91% Reduced
2450
Great Diamond Partners
Great Diamond Partners
Maine
$23M +$2.26M 7 6.31% Increased