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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
1051
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$149M +$1.28M 8 6.19% Increased
1052
Levin Capital Strategies
Levin Capital Strategies
New York
$148M -$19.6M 6 14.79% Reduced
1053
UAM
UAS Asset Management
New York
$148M +$7.03M 2 39.58% Increased
1054
Dock Street Asset Management
Dock Street Asset Management
Florida
$148M -$4.49M 4 22.14% Reduced
1055
Grimes & Company
Grimes & Company
Massachusetts
$148M +$2.38M 8 4.55% Increased
1056
Laurion Capital Management
Laurion Capital Management
New York
$147M +$115M 7 1.25% Increased
1057
CCPM
Cooper Creek Partners Management
New York
$147M +$11.6M 8 5.58% Increased
1058
Belvedere Trading
Belvedere Trading
Illinois
$146M +$46.3M 4 0.19% Increased
1059
Trexquant Investment
Trexquant Investment
Connecticut
$146M +$11.8M 13 2.91% Increased
1060
BFO
Boston Family Office
Massachusetts
$146M -$4.46M 6 10.48% Reduced
1061
DCM
Dupont Capital Management
Delaware
$145M -$3.3M 3 12.04% Reduced
1062
Longbow Finance
Longbow Finance
Switzerland
$145M -$81.4M 6 14.69% Reduced
1063
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$145M +$24.4M 4 17.29% Increased
1064
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$145M -$389K 5 25.79% Reduced
1065
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$145M +$6.64M 10 5% Increased
1066
Empirical Wealth Management
Empirical Wealth Management
Washington
$145M +$5.77M 9 4.38% Increased
1067
Sowell Financial Services
Sowell Financial Services
Arkansas
$145M +$1.43M 7 6.84% Increased
1068
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$145M -$1.81M 6 15.71% Reduced
1069
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$145M +$52.2M 4 15.17% Increased
1070
Narwhal Capital Management
Narwhal Capital Management
Georgia
$145M +$2.66M 5 14.18% Increased
1071
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$145M -$3.19M 2 16.58% Reduced
1072
Plato Investment Management
Plato Investment Management
Australia
$145M +$124M 17 14.96% Increased
1073
Fortis Capital Management
Fortis Capital Management
Washington
$144M +$2.84M 4 37.84% Increased
1074
Everence Capital Management
Everence Capital Management
Indiana
$144M -$311K 8 9.5% Reduced
1075
DME Capital Management
DME Capital Management
New York
$144M +$140M 1 6.58% New