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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
LCM
Lionstone Capital Management
New York
$70.2M $0 2 23.9% Maintained
1302
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$70.1M +$9.9K 4 10.94% Increased
1303
Novare Capital Management
Novare Capital Management
North Carolina
$69.9M +$677K 6 7.94% Increased
1304
FCP
Fosse Capital Partners
United Kingdom
$69.6M $0 1 27.71% Maintained
1305
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$69.6M -$843K 2 9.08% Reduced
1306
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$69.5M +$3.02K 3 7.67% Increased
1307
Ithaka Group
Ithaka Group
Virginia
$69.5M -$67.7M 3 14.63% Reduced
1308
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$69.1M +$11.7M 6 1.05% Increased
1309
Lyell Wealth Management
Lyell Wealth Management
California
$69M -$1.95M 10 9.66% Reduced
1310
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$69M -$4.23M 10 7.2% Reduced
1311
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$68.9M -$882K 8 6.24% Reduced
1312
Granahan Investment Management
Granahan Investment Management
Massachusetts
$68.9M +$31.7M 4 2.09% Increased
1313
Linscomb Wealth
Linscomb Wealth
Texas
$68.7M -$2.96M 6 3.6% Reduced
1314
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$68.4M +$287K 10 12.38% Increased
1315
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$68.4M -$32.3M 1 11.7% Reduced
1316
Girard Partners
Girard Partners
Pennsylvania
$68M +$2.49M 5 7.52% Increased
1317
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$67.9M -$113K 6 7.36% Reduced
1318
Pacific Sage Partners
Pacific Sage Partners
Washington
$67.9M -$1.56M 5 21.84% Reduced
1319
Integrated Advisors Network
Integrated Advisors Network
Texas
$67.8M -$4.56M 11 4.08% Reduced
1320
Andra AP-fonden
Andra AP-fonden
Sweden
$67.8M +$10.7M 13 1.76% Increased
1321
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$67.7M +$2.47M 7 8.14% Increased
1322
Quest Investment Management
Quest Investment Management
Oregon
$67.5M -$24.7M 4 9.27% Reduced
1323
EULAV Asset Management
EULAV Asset Management
Florida
$67.5M +$1.31M 5 2.66% Increased
1324
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$67.4M +$24.4M 5 40.35% Increased
1325
TruWealth Advisors
TruWealth Advisors
Louisiana
$67.4M +$1.96M 4 6.18% Increased