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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
3176
HighVista Strategies
HighVista Strategies
Massachusetts
$13.4M +$6.16M 5 6.11% Increased
3177
Woodward Diversified Capital
Woodward Diversified Capital
California
$13.3M +$322K 7 10.07% Increased
3178
McGinn Penninger Investment Management
McGinn Penninger Investment Management
Virginia
$13.3M +$306K 1 9.64% Increased
3179
Leisure Capital Management
Leisure Capital Management
California
$13.3M -$866K 6 7.35% Reduced
3180
Stevens Capital Management
Stevens Capital Management
Pennsylvania
$13.3M -$24.1M 6 2.74% Reduced
3181
Soundmark Wealth Management
Soundmark Wealth Management
Washington
$13.3M +$127K 2 7.44% Increased
3182
Somerset Group
Somerset Group
Minnesota
$13.3M +$139K 3 11.13% Increased
3183
Vantage Financial Partners (Illinois)
Vantage Financial Partners (Illinois)
Illinois
$13.3M -$2M 7 7.37% Reduced
3184
Highlander Partners
Highlander Partners
Texas
$13.3M +$548K 1 14.93% Increased
3185
WHAM
Windmill Hill Asset Management
United Kingdom
$13.3M -$1.76M 2 5.95% Reduced
3186
Pinpoint Asset Management
Pinpoint Asset Management
Hong Kong
$13.3M -$765K 1 7.42% Reduced
3187
Costello Asset Management
Costello Asset Management
Pennsylvania
$13.3M +$2.83M 5 11.35% Increased
3188
Garrison Point Advisors
Garrison Point Advisors
California
$13.3M -$221K 5 9.55% Reduced
3189
Caption Management
Caption Management
Oklahoma
$13.2M -$6.76M 7 0.23% Reduced
3190
Cowen and Company
Cowen and Company
New York
$13.2M +$5.52M 4 1.1% Increased
3191
Resurgent Financial Advisors
Resurgent Financial Advisors
Georgia
$13.2M -$998K 8 8.71% Reduced
3192
WFI
West Family Investments
California
$13.2M +$3.37M 6 5.13% Increased
3193
Leeward Investments
Leeward Investments
Massachusetts
$13.2M -$892K 1 0.62% Reduced
3194
PCR
Potrero Capital Research
California
$13.2M $0 1 8.19% Maintained
3195
AWH Capital
AWH Capital
Texas
$13.2M $0 2 11.6% Maintained
3196
Rational Advisors
Rational Advisors
New York
$13.2M +$1.15M 6 1.09% Increased
3197
State of Wyoming
State of Wyoming
Wyoming
$13.1M +$3.18M 17 3.84% Increased
3198
Retirement Planning Company of New England
Retirement Planning Company of New England
Rhode Island
$13.1M -$552K 6 7.57% Reduced
3199
JSF Financial
JSF Financial
California
$13.1M -$314K 6 4.64% Reduced
3200
Fortis Capital Advisors
Fortis Capital Advisors
Kansas
$13.1M +$97.9K 3 7.68% Increased