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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
976
Varenne Capital Partners
Varenne Capital Partners
France
$144M -$54.3K 1 29.19% Reduced
977
Norris Perne & French
Norris Perne & French
Michigan
$144M +$18.6M 6 11.61% Increased
978
WCA
Whetstone Capital Advisors
Kansas
$143M -$30M 9 48.46% Reduced
979
CC
Criteria Caixa
Spain
$143M +$77.8M 5 16.42% Increased
980
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$143M -$27.7M 6 16.54% Reduced
981
PCP
Polunin Capital Partners
United Kingdom
$142M -$892K 1 39.85% Reduced
982
Thomasville National Bank
Thomasville National Bank
Georgia
$142M +$5.03M 5 13.75% Increased
983
Front Barnett Associates
Front Barnett Associates
Illinois
$142M -$976K 4 14.31% Reduced
984
SBCM
Schwerin Boyle Capital Management
Massachusetts
$142M -$1.15M 4 11.85% Reduced
985
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$142M -$14.6M 4 40.31% Reduced
986
Woodline Partners
Woodline Partners
California
$141M -$111M 7 2.29% Reduced
987
WestEnd Advisors
WestEnd Advisors
North Carolina
$141M -$143M 0 – Closed
988
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$140M -$2.01M 10 15.48% Reduced
989
CA
Cullinan Associates
Kentucky
$140M +$916K 7 7.33% Increased
990
Bank of the West
Bank of the West
California
$139M -$2.25M 7 14.4% Reduced
991
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$139M +$24.7M 12 7.06% Increased
992
CC
Cornerstone Capital
California
$138M -$10.7M 3 15.54% Reduced
993
Ancora Advisors
Ancora Advisors
Ohio
$138M -$6.22M 21 3.35% Reduced
994
Bowie Capital Management
Bowie Capital Management
Texas
$137M +$2.4M 3 17.41% Increased
995
Barton Investment Management
Barton Investment Management
Pennsylvania
$137M -$1.66M 5 17.37% Reduced
996
EGVF
ESA Global Value Fund
Cayman Islands
$137M +$4.94M 3 93.65% Increased
997
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$136M +$8.74M 4 14.72% Increased
998
Clough Capital Partners
Clough Capital Partners
Massachusetts
$135M -$30.7M 3 10.27% Reduced
999
First Horizon Advisors
First Horizon Advisors
Tennessee
$135M -$55.5M 20 7.4% Reduced
1000
Doyle Wealth Management
Doyle Wealth Management
Florida
$135M +$2.83M 6 9.72% Increased