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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
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$105M -$308K 9 11.62% Reduced
1302
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$105M -$1.14M 6 20.26% Reduced
1303
MIC
Maxi Investments CY
Cyprus
$104M +$17M 12 20.75% Increased
1304
Alerus Financial
Alerus Financial
North Dakota
$104M -$1.22M 6 8.33% Reduced
1305
Atika Capital Management
Atika Capital Management
New York
$104M +$24.1M 3 14.63% Increased
1306
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$104M -$2.07M 9 15.76% Reduced
1307
Quadrature Capital
Quadrature Capital
United Kingdom
$104M -$46M 6 2.3% Reduced
1308
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$104M +$6.76M 3 52.93% Increased
1309
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$104M +$18.7M 10 2.61% Increased
1310
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$103M -$273M 8 18.75% Reduced
1311
Kadensa Capital
Kadensa Capital
Hong Kong
$103M -$98.2M 2 12.82% Reduced
1312
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$103M +$1.73M 7 4.94% Increased
1313
NM
NWI Management
New York
$103M $0 5 12.95% Maintained
1314
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$103M +$6.32M 6 1.48% Increased
1315
Schnieders Capital Management
Schnieders Capital Management
California
$103M -$6.61M 6 21.96% Reduced
1316
Means Investment Company
Means Investment Company
Maine
$103M -$16.9M 8 10.9% Reduced
1317
Alfreton Capital
Alfreton Capital
United Kingdom
$103M +$47.9M 2 32.58% Increased
1318
Modern Wealth Management
Modern Wealth Management
Kansas
$102M +$25.8M 8 3.27% Increased
1319
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$102M +$4.54M 10 10.57% Increased
1320
Horiko Capital Management
Horiko Capital Management
New York
$102M +$4.64M 4 30.13% Increased
1321
Matrix Asset Advisors
Matrix Asset Advisors
New York
$102M +$41.2K 5 11.27% Increased
1322
DDD Partners
DDD Partners
Washington
$102M -$4.44M 5 12.36% Reduced
1323
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$102M -$23M 3 21.44% Reduced
1324
JWBC
J.W. Burns & Co
New York
$102M -$381K 6 13.17% Reduced
1325
BTC Capital Management
BTC Capital Management
Iowa
$102M +$5.33M 4 9.29% Increased