← All themes

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
MCM
McKinley Capital Management
Alaska
$76.2M -$1.28M 4 10.09% Reduced
1252
Penn Davis McFarland
Penn Davis McFarland
Texas
$76.1M -$482K 4 13.97% Reduced
1253
Parker Investment Management
Parker Investment Management
California
$75.9M -$1.16M 4 15.13% Reduced
1254
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$75.8M -$2.23M 5 7.47% Reduced
1255
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$75.6M +$25.1M 7 10.24% Increased
1256
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$75.3M -$82.8K 7 5.52% Reduced
1257
DDD Partners
DDD Partners
Washington
$75.2M -$5.99M 5 11.72% Reduced
1258
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$75.1M -$1.47M 7 5.94% Reduced
1259
Evoke Wealth
Evoke Wealth
California
$74.8M +$5.04M 9 2.72% Increased
1260
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$74.7M +$1.27M 6 11.21% Increased
1261
TM
Tikvah Management
North Carolina
$74.7M $0 3 30.71% Maintained
1262
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$74.6M +$27.2M 4 28.24% Increased
1263
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$74.3M +$9.05M 8 9.86% Increased
1264
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$74.2M -$308K 5 16.96% Reduced
1265
Telemus Capital
Telemus Capital
Michigan
$74.1M +$1.94M 9 6.53% Increased
1266
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$74.1M +$7.87M 7 7.98% Increased
1267
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$73.6M -$180K 6 6.19% Reduced
1268
Center Lake Capital Management
Center Lake Capital Management
Florida
$73.6M +$49.3M 3 47.55% Increased
1269
Ally Financial
Ally Financial
Michigan
$73.5M +$4.81M 4 10.88% Increased
1270
Weatherly Asset Management
Weatherly Asset Management
California
$73.4M -$356K 6 9.53% Reduced
1271
Burney Company
Burney Company
Virginia
$73.3M -$23M 10 3.61% Reduced
1272
Harvest Fund Management
Harvest Fund Management
China
$73.3M +$11.5M 17 16.12% Increased
1273
Magnetar Financial
Magnetar Financial
Illinois
$73.2M -$46.4M 1 1.43% Reduced
1274
Element Capital Management
Element Capital Management
New York
$73.2M +$66.7M 3 5.53% New
1275
Payden & Rygel
Payden & Rygel
California
$73.1M -$6.04M 5 4.33% Reduced