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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
1326
MIM
Manitou Investment Management
Ontario, Canada
$33.1M -$5.99M 3 9.46% Reduced
1327
Novare Capital Management
Novare Capital Management
North Carolina
$33.1M +$4.58M 5 5.64% Increased
1328
BCM
Bayesian Capital Management
New York
$33.1M +$20.9M 14 6.74% Increased
1329
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$33M -$24.4M 10 0.85% Reduced
1330
GC
Gruss & Co
Florida
$33M +$808K 5 32.29% Increased
1331
Element Capital Management
Element Capital Management
New York
$33M +$30.4M 2 0.68% Increased
1332
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$33M -$2.47M 8 4.28% Reduced
1333
Denali Advisors
Denali Advisors
California
$32.9M +$1.66M 4 5.1% Increased
1334
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$32.8M -$13.8M 9 1.51% Reduced
1335
RIM
Regent Investment Management
Kentucky
$32.8M +$2.43M 9 10.76% Increased
1336
Prelude Capital Management
Prelude Capital Management
New York
$32.8M -$5.25M 13 2.63% Reduced
1337
FIM
Frontier Investment Management
Texas
$32.8M +$2.51M 6 2.74% Increased
1338
CW
Cobiz Wealth
Colorado
$32.7M -$100K 6 6.84% Reduced
1339
Bank of the West
Bank of the West
California
$32.7M -$255K 7 4.1% Reduced
1340
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$32.7M +$4.08M 8 4.41% Increased
1341
Bristlecone Advisors
Bristlecone Advisors
Washington
$32.6M -$777K 6 10.34% Reduced
1342
TimesSquare Capital Management
TimesSquare Capital Management
New York
$32.5M +$752K 3 0.21% Increased
1343
PDN
Pensionfund DSM Netherlands
Netherlands
$32.4M -$15M 4 4.56% Reduced
1344
GLAM
Gardner Lewis Asset Management
Pennsylvania
$32.3M +$2.13M 3 2.74% Increased
1345
CLCM
Crawford Lake Capital Management
New Jersey
$32.2M -$147K 2 7.6% Reduced
1346
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$32.2M +$31.3M 6 4.93% New
1347
Moors & Cabot
Moors & Cabot
Massachusetts
$32M +$3.54M 9 4.25% Increased
1348
TLCM
Tiger Legatus Capital Management
New York
$32M +$8.64M 2 12.11% Increased
1349
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$32M -$299K 6 5.38% Reduced
1350
CAM
Columbia Asset Management
Michigan
$31.9M -$181K 6 9.16% Reduced