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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
1276
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$164M +$4.65M 8 10.2% Increased
1277
Centaurus Financial
Centaurus Financial
California
$164M -$3.45M 15 7.5% Reduced
1278
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$163M -$2.14M 6 12.3% Reduced
1279
AlphaCore Capital
AlphaCore Capital
California
$163M +$40.5M 21 3.63% Increased
1280
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$162M -$21.6M 5 14.15% Reduced
1281
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$162M -$1.38M 5 12.69% Reduced
1282
Fiduciary Alliance
Fiduciary Alliance
South Carolina
$162M +$799K 9 10.57% Increased
1283
Grandfield & Dodd
Grandfield & Dodd
New York
$161M -$6.11M 6 9.12% Reduced
1284
ACM
Aljian Capital Management
Nevada
$161M -$2.93M 9 32.06% Reduced
1285
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$161M -$4.97M 13 11.55% Reduced
1286
Findlay Park Partners
Findlay Park Partners
United Kingdom
$161M -$249M 1 2.05% Reduced
1287
Schnieders Capital Management
Schnieders Capital Management
California
$161M -$1.89M 7 25.08% Reduced
1288
TritonPoint Wealth
TritonPoint Wealth
Maryland
$161M -$21.1M 8 16.31% Reduced
1289
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$161M -$104M 9 12.17% Reduced
1290
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$160M +$5.59M 18 3.94% Increased
1291
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$160M -$22.8M 4 9.62% Reduced
1292
Appleton Partners
Appleton Partners
Massachusetts
$160M -$1.8M 7 10.52% Reduced
1293
Noked Israel
Noked Israel
Israel
$159M -$18.7M 3 25.56% Reduced
1294
Jag Capital Management
Jag Capital Management
Missouri
$159M -$3.34M 7 17.23% Reduced
1295
MWA
Miller Wealth Advisors
Colorado
$159M -$553K 5 58.64% Reduced
1296
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$159M +$29.1M 3 7.46% Increased
1297
Cypress Funds
Cypress Funds
California
$158M -$40.1M 2 26.16% Reduced
1298
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$158M -$837K 13 5.96% Reduced
1299
TP
Theleme Partners
United Kingdom
$158M +$27.5M 1 10.28% Increased
1300
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$158M +$2.97M 8 14.82% Increased