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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
1126
Park Presidio Capital
Park Presidio Capital
California
$119M $0 1 11.08% Maintained
1127
ETF Managers Group
ETF Managers Group
New Jersey
$119M -$55.6M 25 2.35% Reduced
1128
HughesLittle Investment Management
HughesLittle Investment Management
$119M -$226K 2 25.63% Reduced
1129
AFT
Alpha Family Trust
California
$119M +$26.8M 4 33.25% Increased
1130
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$118M -$6.18M 7 9.54% Reduced
1131
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$118M +$93.9K 3 13.98% Increased
1132
Altshuler Shaham
Altshuler Shaham
Israel
$118M -$1.43B 12 1.01% Reduced
1133
Cullen Capital Management
Cullen Capital Management
New York
$117M -$11.7M 3 1.1% Reduced
1134
CCMD
Cypress Capital Management (Delaware)
Delaware
$117M +$1.86M 9 13.24% Increased
1135
MCM
McKinley Capital Management
Alaska
$117M -$459K 5 10.46% Reduced
1136
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$117M +$2.47M 8 3.51% Increased
1137
Park Avenue Securities
Park Avenue Securities
New York
$116M +$11.6M 13 2.06% Increased
1138
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$116M -$349M 8 3.47% Reduced
1139
Patten & Patten
Patten & Patten
Tennessee
$116M -$962K 7 8.03% Reduced
1140
TM
Tikvah Management
North Carolina
$116M $0 3 32.36% Maintained
1141
Hartline Investment Corp
Hartline Investment Corp
Illinois
$116M +$6.46M 9 15.89% Increased
1142
Jackson Wealth Management
Jackson Wealth Management
Florida
$116M +$12.5M 4 14.64% Increased
1143
Clare Market Investments
Clare Market Investments
Texas
$115M +$1.92M 7 32.24% Increased
1144
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$115M +$16.6M 3 11.58% Increased
1145
NAH
Neumann Advisory (HK)
Hong Kong
$115M +$11.1K 2 19.82% Increased
1146
Dakota Wealth Management
Dakota Wealth Management
Florida
$115M +$6.45M 8 12.08% Increased
1147
First Quadrant
First Quadrant
California
$115M -$284K 8 12.32% Reduced
1148
Diversified Trust
Diversified Trust
Tennessee
$114M +$3.85M 18 3.77% Increased
1149
RiverPark Advisors
RiverPark Advisors
New York
$114M -$3.08M 6 13.73% Reduced
1150
Ursa Fund Management
Ursa Fund Management
California
$114M +$117M 1 2.69% New