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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
1176
Nelson Capital Management
Nelson Capital Management
California
$43.3M -$389K 11 13.51% Reduced
1177
BAM
Bell Asset Management
Australia
$43.3M +$43M 5 10.34% New
1178
MAM
Mastrapasqua Asset Management
Tennessee
$43.3M -$872K 6 8.74% Reduced
1179
LHC
Levy Harkins & Co
New York
$43.2M -$1.56M 2 13.39% Reduced
1180
BPM
Blue Pool Management
Hong Kong
$43.2M +$41.9M 3 20.43% New
1181
RA
RiverPark Advisors
New York
$43.1M -$15.8M 3 6.18% Reduced
1182
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$43M +$5.12M 10 4.51% Increased
1183
Virtu Financial
Virtu Financial
New York
$43M +$18.5M 18 2.28% Increased
1184
UONDDL
University of Notre Dame du Lac
Indiana
$42.9M +$16.3M 4 8.9% Increased
1185
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$42.8M +$811K 8 4.35% Increased
1186
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$42.7M +$2.3M 5 7.64% Increased
1187
JCP
Jabre Capital Partners
Switzerland
$42.6M +$13.3M 5 8.82% Increased
1188
1ST Source Bank
1ST Source Bank
Indiana
$42.6M -$353K 6 3.5% Reduced
1189
RCIM
Russell Clark Investment Management
United Kingdom
$42.5M +$2.58M 5 8.94% Increased
1190
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$42.4M -$4.32M 4 15.66% Reduced
1191
Reilly Financial Advisors
Reilly Financial Advisors
California
$42.4M +$8.4M 13 6.03% Increased
1192
OAM
Oxford Asset Management
United Kingdom
$42.3M +$2.25M 11 0.91% Increased
1193
Weiss Asset Management
Weiss Asset Management
Massachusetts
$42M +$24.4M 3 3.66% Increased
1194
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$41.9M +$12.6K 7 4.88% Increased
1195
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$41.9M -$1.09M 8 6.35% Reduced
1196
MAM
Morse Asset Management
Connecticut
$41.9M +$384K 5 11.66% Increased
1197
Parkwood LLC
Parkwood LLC
Ohio
$41.8M -$185K 5 5.68% Reduced
1198
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$41.7M +$2.3M 8 9.31% Increased
1199
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$41.6M +$139K 7 3.64% Increased
1200
PDT Partners
PDT Partners
New York
$41.5M +$6.21M 3 1.2% Increased