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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
801
Hood River Capital Management
Hood River Capital Management
Florida
$312M +$133M 4 3.12% Increased
802
SteelPeak Wealth
SteelPeak Wealth
California
$311M +$61.9M 13 9.51% Increased
803
Frontier Capital Management
Frontier Capital Management
Massachusetts
$310M -$16M 7 3.19% Reduced
804
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$310M +$79M 11 4.44% Increased
805
Empirical Finance
Empirical Finance
Pennsylvania
$310M +$16.4M 9 14.55% Increased
806
Brookstone Capital Management
Brookstone Capital Management
Illinois
$309M +$10.9M 11 3.53% Increased
807
GMT Capital
GMT Capital
Georgia
$309M +$126M 7 14.09% Increased
808
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$309M +$39.8M 13 10.85% Increased
809
Dakota Wealth Management
Dakota Wealth Management
Florida
$308M -$17M 10 6.67% Reduced
810
HHLR Advisors
HHLR Advisors
Cayman Islands
$308M -$450M 1 18.4% Reduced
811
Maple Capital Management
Maple Capital Management
Vermont
$307M -$7.18M 6 20.56% Reduced
812
RWWM Inc
RWWM Inc
California
$307M -$34.4M 4 22.38% Reduced
813
VCM
Violich Capital Management
California
$304M -$4.12M 6 35.57% Reduced
814
Cantor Fitzgerald
Cantor Fitzgerald
New York
$304M +$26.7M 8 4.49% Increased
815
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$303M -$1.34M 4 27% Reduced
816
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$303M +$69.9M 4 4.88% Increased
817
Wedbush Securities
Wedbush Securities
California
$302M +$19.1M 16 8.82% Increased
818
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$301M -$17.8K 4 6.31% Reduced
819
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$301M +$25.4M 16 4.11% Increased
820
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$301M +$3.12M 10 17.63% Increased
821
KCM Investment Advisors
KCM Investment Advisors
California
$301M -$6.18M 6 9.98% Reduced
822
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$300M -$22.8M 6 6.07% Reduced
823
Capital Investment Advisors
Capital Investment Advisors
Georgia
$299M +$3.04M 9 4.38% Increased
824
BIT Capital
BIT Capital
Germany
$299M +$61.3M 5 14.43% Increased
825
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$299M +$8.28M 6 18.35% Increased