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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
3526
Integrated Capital Management (Michigan)
Integrated Capital Management (Michigan)
Michigan
$17.3M -$759K 4 9.22% Reduced
3527
Toronado Partners
Toronado Partners
California
$17.3M -$12M 1 10.94% Reduced
3528
Wernau Asset Management
Wernau Asset Management
Massachusetts
$17.3M +$16.6M 6 12.9% New
3529
Nautilus Advisors
Nautilus Advisors
California
$17.3M +$16.3M 5 13.78% New
3530
Masso Torrence Wealth Management
Masso Torrence Wealth Management
New Jersey
$17.3M -$58K 6 9.09% Reduced
3531
Morangie Management
Morangie Management
Florida
$17.3M +$16.3M 5 13.84% New
3532
Kingstone Capital Partners Texas
Kingstone Capital Partners Texas
Texas
$17.3M +$16.7M 4 14.06% New
3533
BFS
Burr Financial Services
California
$17.3M -$1.3M 3 11.67% Reduced
3534
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$17.3M -$15.7M 3 2.1% Reduced
3535
Phocas Financial Corp
Phocas Financial Corp
California
$17.3M +$15.1M 5 2.31% New
3536
Cascades Capital Asset Management
Cascades Capital Asset Management
North Carolina
$17.2M +$222K 6 9.2% Increased
3537
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group
North Carolina
$17.2M +$879K 6 3.72% Increased
3538
SCH
Shengqi Capital (HK)
Hong Kong
$17.2M +$15.9M 1 10.46% New
3539
BCM
Bares Capital Management
Texas
$17.2M -$5.03M 1 1.55% Reduced
3540
Griffith & Werner
Griffith & Werner
Georgia
$17.2M +$16.5M 4 11.33% New
3541
Sunpointe
Sunpointe
Missouri
$17.2M +$438K 6 8.62% Increased
3542
Benchmark Investment Advisors
Benchmark Investment Advisors
Illinois
$17.1M +$1.64M 6 11.16% Increased
3543
Birnam Oak Advisors
Birnam Oak Advisors
New York
$17.1M +$16.8M 3 8.31% New
3544
Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos
Brazil
$17.1M -$311K 4 15.48% Reduced
3545
Colonial River Investments
Colonial River Investments
Virginia
$17.1M -$333K 6 8.27% Reduced
3546
VR Advisory Services
VR Advisory Services
Cayman Islands
$17.1M +$1.56M 2 4.27% Increased
3547
Vista Investment Partners
Vista Investment Partners
Oklahoma
$17M -$443K 6 5.32% Reduced
3548
APEIRON Capital Ltd
APEIRON Capital Ltd
Hong Kong
$17M +$16.1M 3 6.35% New
3549
Fairtree Asset Management
Fairtree Asset Management
South Africa
$17M +$17.1M 4 16.3% New
3550
Graphene Investments SAS
Graphene Investments SAS
France
$17M -$3.25M 4 11.77% Reduced