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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
Patten & Patten
Patten & Patten
Tennessee
$109M +$7.59K 6 7.96% Increased
1127
CCM
Coerente Capital Management
Ontario, Canada
$109M +$1.33M 4 21.77% Increased
1128
MIM
Manitou Investment Management
Ontario, Canada
$109M +$8.86M 2 16.71% Increased
1129
IFP Advisors
IFP Advisors
Florida
$109M +$858M 34 3.48% Increased
1130
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$108M +$4.9M 3 1.43% Increased
1131
BAM
Bell Asset Management
Australia
$108M +$2.41M 4 18.6% Increased
1132
Diversified Trust
Diversified Trust
Tennessee
$108M -$1.06M 15 3.77% Reduced
1133
CWA Asset Management Group
CWA Asset Management Group
Florida
$108M -$25.8M 5 8.23% Reduced
1134
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$107M +$2.33M 14 3.28% Increased
1135
Dundas Partners
Dundas Partners
United Kingdom
$107M +$24.6M 3 9.71% Increased
1136
CMI
Clare Market Investments
Texas
$107M -$2.87M 6 33.96% Reduced
1137
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$107M -$875K 3 11.88% Reduced
1138
KAS
Kemnay Advisory Services
New York
$107M -$18.6M 5 18.98% Reduced
1139
Cullen Capital Management
Cullen Capital Management
New York
$106M -$1.17M 3 0.98% Reduced
1140
1CP
11 Capital Partners
Connecticut
$106M -$29.3M 3 33.92% Reduced
1141
HCM
Horiko Capital Management
New York
$106M -$9.12M 4 43.85% Reduced
1142
Insight Holdings Group
Insight Holdings Group
New York
$106M -$10.9M 3 1.44% Reduced
1143
Appleton Partners
Appleton Partners
Massachusetts
$106M -$626K 7 8.67% Reduced
1144
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$106M -$334K 7 12.52% Reduced
1145
Empirical Finance
Empirical Finance
Pennsylvania
$106M +$11.3M 9 11.84% Increased
1146
TIM
Tikehau Investment Management
France
$106M +$17.8M 2 22.71% Increased
1147
Armistice Capital
Armistice Capital
New York
$106M -$6.83M 4 2.04% Reduced
1148
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$105M +$5.02M 9 9.22% Increased
1149
EULAV Asset Management
EULAV Asset Management
Florida
$105M -$10.4M 5 3.14% Reduced
1150
SCS Capital Management
SCS Capital Management
Massachusetts
$105M +$904K 3 2.42% Increased