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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
1026
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$225M -$28.1M 9 14.96% Reduced
1027
Parsons Capital Management
Parsons Capital Management
Rhode Island
$224M -$3.3M 6 12.75% Reduced
1028
Verus Capital Partners
Verus Capital Partners
Arizona
$224M -$1.1M 8 17.39% Reduced
1029
Main Street Research
Main Street Research
Connecticut
$224M +$21.2M 6 12.1% Increased
1030
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$223M +$8.37M 11 1.77% Increased
1031
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$222M -$2.79M 15 8.18% Reduced
1032
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$222M +$32.9M 6 10.81% Increased
1033
Wedge Capital Management
Wedge Capital Management
North Carolina
$221M -$20.3M 7 3.75% Reduced
1034
Plato Investment Management
Plato Investment Management
Australia
$220M +$5.42M 16 14.9% Increased
1035
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$220M +$4.13M 11 7.55% Increased
1036
Hosking Partners
Hosking Partners
United Kingdom
$219M -$1.37M 2 7.92% Reduced
1037
North Star Asset Management
North Star Asset Management
Wisconsin
$218M -$3.1M 7 8.86% Reduced
1038
Vantage Investment Partners
Vantage Investment Partners
Missouri
$218M -$5.44M 5 14.93% Reduced
1039
Grimes & Company
Grimes & Company
Massachusetts
$218M +$10.8M 10 5.39% Increased
1040
Jefferies Financial Group
Jefferies Financial Group
New York
$218M +$63.2M 14 1.03% Increased
1041
Level Four Advisory Services
Level Four Advisory Services
Texas
$218M -$6.14M 11 7.47% Reduced
1042
Avenir Corporation
Avenir Corporation
Virginia
$218M -$10.3M 4 22.72% Reduced
1043
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$218M -$1.34M 6 15.93% Reduced
1044
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$216M -$13.1M 6 15.44% Reduced
1045
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$216M -$1.66M 4 15.9% Reduced
1046
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$215M +$39.8M 8 5.59% Increased
1047
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$215M -$16.4M 13 11.37% Reduced
1048
Atika Capital Management
Atika Capital Management
New York
$215M +$17.6M 5 17.28% Increased
1049
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$215M +$2.38M 15 5.77% Increased
1050
SurgoCap Partners
SurgoCap Partners
New York
$214M +$185M 1 5.96% New