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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
926
LLL
Lynrock Lake LP
New York
$220M +$5.65M 2 15.18% Increased
927
Waverly Advisors
Waverly Advisors
Alabama
$220M +$55.4M 12 3.4% Increased
928
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$219M $0 1 12.08% Maintained
929
Insight Holdings Group
Insight Holdings Group
New York
$219M +$31.6M 4 14.14% Increased
930
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$218M +$3.44M 7 5.46% Increased
931
SignatureFD
SignatureFD
Georgia
$218M +$5.55M 28 4.13% Increased
932
Cypress Funds
Cypress Funds
California
$217M -$11.2M 2 23.56% Reduced
933
Axxcess Wealth Management
Axxcess Wealth Management
California
$217M +$4.9M 9 5.22% Increased
934
Bristlecone Advisors
Bristlecone Advisors
Washington
$217M +$1.75M 5 16.94% Increased
935
General American Investors
General American Investors
New York
$217M -$10.3M 3 15.04% Reduced
936
Howard Capital Management
Howard Capital Management
Georgia
$217M +$7.42M 10 3.36% Increased
937
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$216M +$13M 7 16.11% Increased
938
Graham Holdings Company
Graham Holdings Company
Virginia
$216M $0 1 25.37% Maintained
939
EARNEST Partners
EARNEST Partners
Georgia
$216M +$5.66M 6 0.97% Increased
940
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$215M +$56.7M 11 6.69% Increased
941
Main Street Research
Main Street Research
Connecticut
$215M +$5.4M 6 13.38% Increased
942
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$215M -$1.99M 5 14.3% Reduced
943
Eagle Global Advisors
Eagle Global Advisors
Texas
$214M +$11.2M 7 8.75% Increased
944
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$214M +$8.45M 6 13.73% Increased
945
Cary Street Partners
Cary Street Partners
Virginia
$213M +$205M 10 6.94% New
946
Delta Global Management
Delta Global Management
New York
$211M -$95.8M 7 17.5% Reduced
947
CWA Asset Management Group
CWA Asset Management Group
Florida
$211M +$3.95M 9 10.63% Increased
948
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$210M +$2.43M 10 9.94% Increased
949
Wedge Capital Management
Wedge Capital Management
North Carolina
$210M +$9.7M 8 3.78% Increased
950
Elite Wealth Management
Elite Wealth Management
Washington
$210M -$19.6M 5 25.9% Reduced