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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
1226
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$176M -$823K 5 6.19% Reduced
1227
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$176M +$20.7M 25 3.52% Increased
1228
BTC Capital Management
BTC Capital Management
Iowa
$176M +$2.31M 5 10.68% Increased
1229
Tamar Securities
Tamar Securities
California
$176M -$7.04M 6 16.43% Reduced
1230
MADR
Milestones Administradora de Recursos
Brazil
$175M +$27.8M 3 33.86% Increased
1231
Addenda Capital
Addenda Capital
Quebec, Canada
$174M -$268K 5 4.74% Reduced
1232
Park Presidio Capital
Park Presidio Capital
California
$174M +$1.46M 1 9.86% Increased
1233
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$174M -$16.7M 7 9.66% Reduced
1234
ATI
Act Two Investors
California
$173M -$10.6M 5 35.04% Reduced
1235
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$173M -$3.45M 6 15.64% Reduced
1236
Centaurus Financial
Centaurus Financial
California
$173M -$12.8M 18 6.69% Reduced
1237
GCQ Funds Management
GCQ Funds Management
Australia
$173M -$35.7M 2 23.98% Reduced
1238
CenterBook Partners
CenterBook Partners
Connecticut
$173M -$4.62M 13 8.48% Reduced
1239
American National Bank & Trust
American National Bank & Trust
Texas
$172M -$6.09M 11 14.71% Reduced
1240
Bronte Capital Management
Bronte Capital Management
Australia
$171M -$33.6M 2 18.41% Reduced
1241
CastleKnight Management
CastleKnight Management
New York
$171M +$50.3M 16 2.32% Increased
1242
Burney Company
Burney Company
Virginia
$170M +$18.8M 9 4.6% Increased
1243
Larson Financial Group
Larson Financial Group
Missouri
$170M +$3.66M 31 4.47% Increased
1244
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$170M -$1.06M 6 11.38% Reduced
1245
Patten & Patten
Patten & Patten
Tennessee
$170M -$1.53M 7 9.01% Reduced
1246
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$170M +$16.6M 13 9.79% Increased
1247
Krane Funds Advisors
Krane Funds Advisors
New York
$170M +$108M 13 6.02% Increased
1248
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$170M -$256K 7 9.85% Reduced
1249
Benchstone Capital Management
Benchstone Capital Management
New York
$169M +$33M 7 20.46% Increased
1250
DCPAL
Div Capital Phoenix Assets Ltd
$169M +$54.3M 3 28.95% Increased