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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
3101
Shaker Investments
Shaker Investments
Ohio
$20.1M -$1.26M 3 8.39% Reduced
3102
Kennedy Investment Group
Kennedy Investment Group
New Jersey
$20.1M +$149K 5 9.25% Increased
3103
Bank of Stockton
Bank of Stockton
California
$20.1M +$202K 7 6.06% Increased
3104
Honeycomb Asset Management
Honeycomb Asset Management
New York
$20.1M -$34.9M 2 7.09% Reduced
3105
Hixon Zuercher
Hixon Zuercher
Ohio
$20.1M -$2.13M 4 7.86% Reduced
3106
Bouvel Investment Partners
Bouvel Investment Partners
Pennsylvania
$20.1M -$2.5M 3 7.54% Reduced
3107
Crescent Park Management
Crescent Park Management
California
$20M -$1.5M 2 7.98% Reduced
3108
SGL Investment Advisors
SGL Investment Advisors
Montana
$20M +$19.4M 6 10.28% New
3109
Compass Ion Advisors
Compass Ion Advisors
Pennsylvania
$20M +$560K 7 2.45% Increased
3110
Channing Global Advisors
Channing Global Advisors
Florida
$20M +$370K 4 16.89% Increased
3111
Sara-Bay Financial
Sara-Bay Financial
Florida
$20M +$6.94M 4 7.23% Increased
3112
Bey-Douglas LLC
Bey-Douglas LLC
Georgia
$20M +$1.27M 3 17.51% Increased
3113
Piscataqua Savings Bank
Piscataqua Savings Bank
New Hampshire
$20M -$25K 7 16.95% Reduced
3114
KKM Financial
KKM Financial
Illinois
$19.9M +$720K 7 9.87% Increased
3115
SeaTown Holdings
SeaTown Holdings
Singapore
$19.9M -$9.23M 2 14.72% Reduced
3116
Stamos Capital Partners
Stamos Capital Partners
California
$19.9M +$1.07M 6 4.69% Increased
3117
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
$19.9M -$11.4M 1 5.58% Reduced
3118
Prossimo Advisors
Prossimo Advisors
California
$19.9M +$4.67M 6 14.53% Increased
3119
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$19.9M $0 1 9.99% Maintained
3120
Oak Family Advisors
Oak Family Advisors
Illinois
$19.9M -$1.25M 4 6.11% Reduced
3121
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$19.9M -$31.3M 14 3.03% Reduced
3122
Pettee Investors
Pettee Investors
Connecticut
$19.9M +$1.3M 5 9.67% Increased
3123
NewSquare Capital
NewSquare Capital
Pennsylvania
$19.8M +$317K 5 1.58% Increased
3124
Northcape Wealth Management
Northcape Wealth Management
New York
$19.8M +$2.45M 6 6.5% Increased
3125
Sterling Investment Counsel
Sterling Investment Counsel
New York
$19.8M +$1.21M 5 7.06% Increased