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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
1351
Parker Investment Management
Parker Investment Management
California
$38.5M -$1.34M 5 11.91% Reduced
1352
TCM
Tuttle Capital Management
Connecticut
$38.5M +$16.4M 7 7.73% Increased
1353
SCA
Sander Capital Advisors
Washington
$38.4M -$4.28M 3 27.21% Reduced
1354
WIA
Wealthstreet Investment Advisors
Texas
$38.4M +$165K 9 5.07% Increased
1355
KC
Keenan Capital
California
$38.4M +$7.33M 3 16.72% Increased
1356
Kora Management
Kora Management
New York
$38.3M $0 1 16.86% Maintained
1357
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$38.2M -$1.99M 5 8.19% Reduced
1358
Ashmore Group
Ashmore Group
United Kingdom
$38.2M -$15.1M 1 17.16% Reduced
1359
Capstone Investment Advisors
Capstone Investment Advisors
New York
$38.2M -$18.5M 9 0.35% Reduced
1360
Pathstone Family Office
Pathstone Family Office
New Jersey
$38.2M +$28.1M 10 4.85% Increased
1361
KPC
Karst Peak Capital
Hong Kong
$38.2M +$12M 1 91.99% Increased
1362
Paloma Partners
Paloma Partners
Connecticut
$38.1M -$43.9M 16 0.93% Reduced
1363
RCM
Rockshelter Capital Management
Pennsylvania
$38.1M -$460K 2 13.21% Reduced
1364
6 Meridian
6 Meridian
Kansas
$38.1M +$10.7M 4 3.84% Increased
1365
Alexandria Capital
Alexandria Capital
Virginia
$38.1M +$634K 8 5.52% Increased
1366
Rational Advisors
Rational Advisors
New York
$37.7M +$1.17M 12 10.2% Increased
1367
TCM
Tekne Capital Management
New York
$37.5M +$10.4M 1 9.7% Increased
1368
CW
Cobiz Wealth
Colorado
$37.4M +$5.41M 5 7.21% Increased
1369
Professional Advisory Services
Professional Advisory Services
Florida
$37.4M -$570K 5 7.5% Reduced
1370
Ostrum Asset Management
Ostrum Asset Management
France
$37.4M +$3.12M 5 12.24% Increased
1371
Caprock Group
Caprock Group
Idaho
$37.3M +$5.89M 10 7.25% Increased
1372
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$37.2M +$322K 6 12.06% Increased
1373
Level Four Advisory Services
Level Four Advisory Services
Texas
$37M -$747K 9 4.08% Reduced
1374
IP
Interval Partners
New York
$37M +$10.8M 3 1.42% Increased
1375
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$37M +$2.18M 5 2.02% Increased