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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
Coronation Fund Managers
Coronation Fund Managers
South Africa
$106M -$4.45M 3 5.88% Reduced
1302
Smith Group Asset Management
Smith Group Asset Management
Texas
$106M +$6.89M 8 8.78% Increased
1303
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$106M -$2.83M 6 14.65% Reduced
1304
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$106M -$4.62M 8 2.28% Reduced
1305
CCM
Candlestick Capital Management
Connecticut
$105M -$85.4M 2 2.94% Reduced
1306
GLCM
Greenlea Lane Capital Management
Connecticut
$105M -$41.5M 3 31.92% Reduced
1307
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$105M +$36.1M 5 11.07% Increased
1308
IAIM
International Assets Investment Management
Florida
$105M +$20.7M 19 8.52% Increased
1309
Blue Chip Partners
Blue Chip Partners
Michigan
$105M -$145K 6 9.12% Reduced
1310
Morningstar Investment Management
Morningstar Investment Management
Illinois
$105M +$10.1M 5 10.38% Increased
1311
Atika Capital Management
Atika Capital Management
New York
$105M +$17.2M 4 10.74% Increased
1312
Stack Financial Management
Stack Financial Management
Montana
$105M -$43.2K 1 9.4% Reduced
1313
Alphadyne Asset Management
Alphadyne Asset Management
New York
$105M +$29.9M 1 15.55% Increased
1314
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$104M +$13.9M 10 4.3% Increased
1315
BAM
Bell Asset Management
Australia
$104M -$12.6M 4 19.11% Reduced
1316
Fagan Associates
Fagan Associates
New York
$104M +$449K 6 17.52% Increased
1317
ARS Investment Partners
ARS Investment Partners
New York
$104M -$84.3K 6 9.35% Reduced
1318
Vantage Investment Partners
Vantage Investment Partners
Missouri
$104M -$12.3M 4 8.71% Reduced
1319
BFS
Bard Financial Services
Connecticut
$103M -$26.3M 6 12.21% Reduced
1320
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$103M -$2.31M 7 7.29% Reduced
1321
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$103M -$1.16M 12 7.65% Reduced
1322
Palisade Capital Management
Palisade Capital Management
New Jersey
$103M +$1.36M 8 2.74% Increased
1323
Professional Advisory Services
Professional Advisory Services
Florida
$103M +$13.9M 6 13.54% Increased
1324
Point72 Europe
Point72 Europe
United Kingdom
$103M +$56.8M 4 6.56% Increased
1325
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$103M +$2.16M 5 11.42% Increased