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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
951
Melqart Asset Management
Melqart Asset Management
United Kingdom
$160M -$139M 5 11.73% Reduced
952
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$160M -$13.1M 3 19.14% Reduced
953
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$160M -$1.61M 5 11.01% Reduced
954
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$160M -$1.76M 6 16.73% Reduced
955
Standard Investments
Standard Investments
New York
$160M $0 1 9.83% Maintained
956
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$159M +$8.1M 9 2.57% Increased
957
FAB
First American Bank
Illinois
$159M -$2.43M 5 13.28% Reduced
958
XN LP
XN LP
New York
$159M +$12.1M 2 10.49% Increased
959
Optiver Holding
Optiver Holding
Netherlands
$159M -$17.3M 4 0.1% Reduced
960
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$158M +$101M 4 23.78% Increased
961
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$158M -$8.77M 3 1.8% Reduced
962
Focus Financial Network
Focus Financial Network
Minnesota
$158M +$67.3M 10 5.94% Increased
963
Eagle Global Advisors
Eagle Global Advisors
Texas
$158M -$3.32M 7 9.56% Reduced
964
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$158M -$3.27M 6 13.26% Reduced
965
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$157M -$2.23M 4 14.21% Reduced
966
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$157M +$22.9M 21 4.2% Increased
967
Moors & Cabot
Moors & Cabot
Massachusetts
$157M -$343K 9 9.77% Reduced
968
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$157M +$43M 9 3.77% Increased
969
Congress Wealth Management
Congress Wealth Management
Massachusetts
$157M +$22.1M 8 2.88% Increased
970
Spyglass Capital Management
Spyglass Capital Management
California
$156M -$3.98M 3 11.22% Reduced
971
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$155M -$4.92M 5 4.57% Reduced
972
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$155M +$6.91M 10 12.66% Increased
973
Diversified Trust
Diversified Trust
Tennessee
$155M -$4.79M 15 5.2% Reduced
974
First Long Island Investors
First Long Island Investors
New York
$154M +$966K 4 13.68% Increased
975
North Star Asset Management
North Star Asset Management
Wisconsin
$154M -$16.9M 7 7.88% Reduced