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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
1001
RIM
Rovida Investment Management
Cayman Islands
$206M -$9.7M 2 25.88% Reduced
1002
Sigma Planning Corp
Sigma Planning Corp
Michigan
$206M -$1.45M 15 5.73% Reduced
1003
Purpose Unlimited Inc
Purpose Unlimited Inc
$206M +$1.6M 10 8.5% Increased
1004
Ancora Advisors
Ancora Advisors
Ohio
$205M -$4.15M 20 4.37% Reduced
1005
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$205M +$14.8M 12 5.16% Increased
1006
DNCA Finance
DNCA Finance
France
$205M -$8.78M 6 11.75% Reduced
1007
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$205M +$65K 5 33.72% Increased
1008
Level Four Advisory Services
Level Four Advisory Services
Texas
$205M +$6.54M 13 6.73% Increased
1009
LFCM
Long Focus Capital Management
Puerto Rico
$204M +$172M 4 5.38% Increased
1010
Engineers Gate Manager
Engineers Gate Manager
New York
$204M +$45.5M 23 2.55% Increased
1011
Spire Wealth Management
Spire Wealth Management
Virginia
$204M -$11.1M 18 6.95% Reduced
1012
Bain Capital Investors
Bain Capital Investors
Massachusetts
$204M $0 1 6.23% Maintained
1013
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$203M +$2.56M 6 6.43% Increased
1014
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$203M +$360M 28 1.8% Increased
1015
XN LP
XN LP
New York
$202M -$38.2M 2 7.41% Reduced
1016
TC
Torno Capital
Massachusetts
$201M +$162M 3 26.56% Increased
1017
CCPM
Cooper Creek Partners Management
New York
$201M +$120M 9 6.89% Increased
1018
Plato Investment Management
Plato Investment Management
Australia
$201M +$4.93M 13 13.5% Increased
1019
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$201M -$500K 12 13.16% Reduced
1020
North Star Asset Management
North Star Asset Management
Wisconsin
$200M -$2.9M 7 8.68% Reduced
1021
Steginsky Capital
Steginsky Capital
New York
$200M +$3.69M 2 33.06% Increased
1022
Modern Wealth Management
Modern Wealth Management
Kansas
$200M +$15.6M 8 3.42% Increased
1023
NBT Bank
NBT Bank
New York
$199M +$452K 17 13.07% Increased
1024
Peconic Partners
Peconic Partners
New York
$199M +$143M 2 3.44% Increased
1025
CreativeOne Wealth
CreativeOne Wealth
Kansas
$199M +$13.3M 12 4.62% Increased