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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
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$135M +$115M 7 4.99% Increased
1277
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$135M +$42.5M 3 35.27% Increased
1278
TFS
Thoroughbred Financial Services
Tennessee
$135M +$2.46M 12 8.06% Increased
1279
SAM
Scopus Asset Management
New York
$135M -$2.14M 2 2.34% Reduced
1280
RDST Capital
RDST Capital
Washington
$135M +$13.3M 2 12.96% Increased
1281
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$134M +$6.22M 9 9.57% Increased
1282
Matrix Asset Advisors
Matrix Asset Advisors
New York
$134M +$9.7M 4 12.3% Increased
1283
NorthRock Partners
NorthRock Partners
Minnesota
$134M +$7.23M 10 2.16% Increased
1284
Kovack Advisors
Kovack Advisors
Florida
$133M -$30.4M 14 7.12% Reduced
1285
Algert Global
Algert Global
California
$133M +$10.2M 12 2.01% Increased
1286
AC
Anther Capital
$133M +$139M 4 3.48% New
1287
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$133M +$11.6M 20 9.23% Increased
1288
German American Bancorp
German American Bancorp
Indiana
$133M -$509K 4 11.41% Reduced
1289
Noked Israel
Noked Israel
Israel
$133M -$1.73M 3 19.58% Reduced
1290
Burney Company
Burney Company
Virginia
$132M -$75.1M 7 4.14% Reduced
1291
SCA
Sander Capital Advisors
Washington
$132M -$3.63M 4 76.38% Reduced
1292
Think Investments
Think Investments
California
$132M +$26.1M 3 17.28% Increased
1293
CC
Cornerstone Capital
California
$132M +$11M 5 13.16% Increased
1294
Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services
$132M +$8.69M 7 15.49% Increased
1295
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$131M -$6.79M 4 10.01% Reduced
1296
Grandfield & Dodd
Grandfield & Dodd
New York
$131M +$131K 6 7.41% Increased
1297
Jump Financial
Jump Financial
Illinois
$131M -$124M 20 1.75% Reduced
1298
MASTERINVEST Kapitalanlage
MASTERINVEST Kapitalanlage
$131M -$14.2M 11 13.61% Reduced
1299
Krilogy Financial
Krilogy Financial
Missouri
$131M +$889K 18 4.21% Increased
1300
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$131M -$5.44M 4 8.42% Reduced