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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
2976
Silphium Asset Management
Silphium Asset Management
United Kingdom
$22M +$5.92M 3 7.86% Increased
2977
WealthBridge Capital Management
WealthBridge Capital Management
Ohio
$22M +$771K 5 6.3% Increased
2978
Invenomic Capital Management
Invenomic Capital Management
Massachusetts
$22M +$11.7M 2 1.21% Increased
2979
Light Street Capital Management
Light Street Capital Management
California
$22M -$18.7M 1 5.21% Reduced
2980
Genesis Investment Management
Genesis Investment Management
United Kingdom
$22M -$1.31M 1 4.25% Reduced
2981
Interchange Capital Partners
Interchange Capital Partners
Pennsylvania
$22M -$304K 8 7.73% Reduced
2982
Granger Management
Granger Management
New York
$22M -$6.65M 5 4.32% Reduced
2983
Armstrong Advisory Group
Armstrong Advisory Group
Massachusetts
$22M +$236K 15 1.82% Increased
2984
BIT Capital
BIT Capital
Germany
$21.9M -$36.2M 2 2.04% Reduced
2985
Westend Capital Management
Westend Capital Management
California
$21.9M +$202K 7 7.51% Increased
2986
Stiles Financial Services
Stiles Financial Services
Minnesota
$21.9M +$173K 4 7.72% Increased
2987
Baker Tilly Wealth Management
Baker Tilly Wealth Management
Wisconsin
$21.9M -$2.34M 8 9.68% Reduced
2988
Signet Investment Advisory Group
Signet Investment Advisory Group
Rhode Island
$21.9M -$1.54M 6 10.95% Reduced
2989
Chapman Investment Management
Chapman Investment Management
California
$21.9M +$11.3K 2 15.97% Increased
2990
Sterneck Capital Management
Sterneck Capital Management
Missouri
$21.8M -$3.02M 7 11.8% Reduced
2991
RMSCM
R.M. Sincerbeaux Capital Management
New York
$21.8M -$48.8K 2 13.53% Reduced
2992
3Chopt Investment Partners
3Chopt Investment Partners
Virginia
$21.7M -$39.1K 5 7.77% Reduced
2993
Amarillo National Bank
Amarillo National Bank
Texas
$21.7M +$143K 5 3.97% Increased
2994
TIFF Advisory Services
TIFF Advisory Services
Pennsylvania
$21.7M +$910K 3 7.22% Increased
2995
AMI Investment Management
AMI Investment Management
Indiana
$21.7M -$116K 4 7.34% Reduced
2996
Prairie Sky Financial Group
Prairie Sky Financial Group
Illinois
$21.7M +$118K 6 12.32% Increased
2997
Octahedron Capital Management
Octahedron Capital Management
California
$21.7M -$10.1M 3 24.08% Reduced
2998
Oberweis Asset Management
Oberweis Asset Management
Illinois
$21.7M +$15M 3 1.11% Increased
2999
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel
California
$21.6M -$183K 4 15.22% Reduced
3000
Prospect Financial Services
Prospect Financial Services
New York
$21.6M +$2.19M 5 13.4% Increased