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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
1301
Wedge Capital Management
Wedge Capital Management
North Carolina
$62.2M -$119M 9 1.05% Reduced
1302
EULAV Asset Management
EULAV Asset Management
Florida
$62.2M -$1.06M 5 2.75% Reduced
1303
Cortland Associates
Cortland Associates
Missouri
$62.2M -$797K 5 11.07% Reduced
1304
Steginsky Capital
Steginsky Capital
New York
$62.1M +$579K 2 23.58% Increased
1305
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$62.1M +$3.37M 7 2.46% Increased
1306
Owl Creek Asset Management
Owl Creek Asset Management
New York
$61.8M +$64.3M 2 2.03% Increased
1307
MWA
Miller Wealth Advisors
Colorado
$61.4M -$14M 3 50.13% Reduced
1308
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$61.4M +$21.7M 6 0.74% Increased
1309
Morningstar Investment Management
Morningstar Investment Management
Illinois
$61.4M $0 3 11.63% Maintained
1310
PI
Pennant Investors
New Jersey
$61M -$35.8M 3 34.92% Reduced
1311
Grassi Investment Management
Grassi Investment Management
California
$61M -$1.67M 7 8.88% Reduced
1312
55I LLC
55I LLC
Massachusetts
$60.9M +$44M 7 1.7% Increased
1313
Linscomb Wealth
Linscomb Wealth
Texas
$60.9M +$444K 6 3.69% Increased
1314
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$60.8M +$937K 10 12.79% Increased
1315
Jump Financial
Jump Financial
Illinois
$60.5M +$44.4M 20 2.35% Increased
1316
BTR Capital Management
BTR Capital Management
California
$60.5M +$1.73M 7 9.44% Increased
1317
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$60.5M -$839K 5 7.59% Reduced
1318
United Asset Strategies
United Asset Strategies
New York
$60.4M +$1.91M 7 9.28% Increased
1319
KAS
Kemnay Advisory Services
New York
$60.4M -$18.3M 5 19.39% Reduced
1320
ACM
Aljian Capital Management
Nevada
$60.3M -$418K 5 33.11% Reduced
1321
Essex Financial Services
Essex Financial Services
Connecticut
$60.3M +$497K 7 7.18% Increased
1322
BIT Capital
BIT Capital
Germany
$60.1M -$21.3M 6 11.26% Reduced
1323
Focus Financial Network
Focus Financial Network
Minnesota
$60.1M +$2.23M 11 5.19% Increased
1324
Greenlight Capital
Greenlight Capital
New York
$60M +$19.5M 1 4.25% Increased
1325
Sepio Capital
Sepio Capital
Utah
$60M -$8.11M 11 5.95% Reduced