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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
1251
Professional Advisory Services
Professional Advisory Services
Florida
$77.3M -$3.01M 6 11.83% Reduced
1252
Light Street Capital Management
Light Street Capital Management
California
$77M -$7.29M 3 4.12% Reduced
1253
Wealthstreet Investment Advisors
Wealthstreet Investment Advisors
Texas
$77M -$1.57M 7 7.51% Reduced
1254
ALPS Advisors
ALPS Advisors
Colorado
$77M -$3.74M 9 0.75% Reduced
1255
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$76.7M -$27M 4 2.82% Reduced
1256
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$76.6M +$1.11M 1 4.14% Increased
1257
C
Chescapmanager
Maryland
$76.5M +$2.32M 3 8.16% Increased
1258
Whitney & Co
Whitney & Co
New York
$76.5M +$3.9M 7 13.41% Increased
1259
ACM
Aljian Capital Management
Nevada
$76.4M +$2.43M 6 36.53% Increased
1260
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$76.4M -$737K 3 13.12% Reduced
1261
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$76.3M +$20.2M 5 15.95% Increased
1262
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$76.3M -$3.2M 8 21.77% Reduced
1263
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$76.1M +$548K 10 8.9% Increased
1264
Vigilant Capital Management
Vigilant Capital Management
Maine
$76.1M +$1.09M 9 6.77% Increased
1265
First Horizon Corporation
First Horizon Corporation
Tennessee
$75.7M +$1.28M 17 7.2% Increased
1266
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$75.6M -$1.59M 7 7.28% Reduced
1267
Tairen Capital
Tairen Capital
Hong Kong
$75.6M +$63.5M 5 8.63% Increased
1268
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$75.5M -$148M 4 0.93% Reduced
1269
Atreides Management
Atreides Management
Massachusetts
$75.5M +$53.3M 2 1.7% Increased
1270
Lyell Wealth Management
Lyell Wealth Management
California
$75.3M +$4.31M 7 10.97% Increased
1271
Check Capital Management
Check Capital Management
California
$75.2M -$3.74M 3 3.67% Reduced
1272
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$75.1M +$27.2M 6 4.82% Increased
1273
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$75.1M -$1.73M 2 14.35% Reduced
1274
Tikehau Investment Management
Tikehau Investment Management
France
$75.1M -$30.6M 2 15.91% Reduced
1275
Twin Tree Management
Twin Tree Management
Texas
$74.8M -$15.4M 9 0.28% Reduced