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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
2476
Graticule Asia Macro Advisors
Graticule Asia Macro Advisors
New York
$22.5M -$24.8M 2 6.64% Reduced
2477
Rings Capital Management
Rings Capital Management
Illinois
$22.5M $0 1 10.09% Maintained
2478
AIA
AIMZ Investment Advisors
California
$22.5M -$109K 7 10.07% Reduced
2479
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22.5M -$16.1M 1 0.48% Reduced
2480
GAM
Geier Asset Management
Maryland
$22.4M +$20.1K 4 15.69% Increased
2481
Discovery Capital Management
Discovery Capital Management
Connecticut
$22.4M -$1.45M 1 1.45% Reduced
2482
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$22.4M +$910K 19 2.96% Increased
2483
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management
Florida
$22.3M +$3.64K 6 19.5% Increased
2484
Corbyn Investment Management
Corbyn Investment Management
Maryland
$22.3M +$95.7K 2 8.3% Increased
2485
Evermay Wealth Management
Evermay Wealth Management
Virginia
$22.3M -$536K 12 4.13% Reduced
2486
Toronado Partners
Toronado Partners
California
$22.3M -$1.22M 1 6.5% Reduced
2487
NFC Investments
NFC Investments
Tennessee
$22.3M -$272K 2 5.86% Reduced
2488
Amica Retiree Medical Trust
Amica Retiree Medical Trust
Rhode Island
$22.3M -$791K 3 14.1% Reduced
2489
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$22.2M $0 3 4.75% Maintained
2490
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$22.2M -$294K 18 5.11% Reduced
2491
Choreo LLC
Choreo LLC
Illinois
$22.1M +$3.72M 6 1.2% Increased
2492
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$22.1M +$265K 9 5.82% Increased
2493
Mission Creek Capital Partners
Mission Creek Capital Partners
California
$22.1M -$211M 7 3.55% Reduced
2494
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$22.1M +$2.17M 4 6.16% Increased
2495
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$22.1M +$428K 6 8.07% Increased
2496
MS
Madden Securities
Texas
$22.1M +$324K 5 11.53% Increased
2497
Fortress Investment Group
Fortress Investment Group
New York
$22M +$1.47M 2 0.91% Increased
2498
Wealth Alliance
Wealth Alliance
New York
$22M +$930K 9 5.18% Increased
2499
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$22M -$98.2K 10 3.53% Reduced
2500
StoneX Group
StoneX Group
New York
$21.9M +$462K 12 3.25% Increased