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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
Horiko Capital Management
Horiko Capital Management
New York
$112M -$7.22M 4 32.41% Reduced
1352
Palisade Capital Management
Palisade Capital Management
New Jersey
$112M -$373K 7 2.99% Reduced
1353
Sabal Trust
Sabal Trust
Florida
$112M +$1.59M 6 6.46% Increased
1354
One Madison Group
One Madison Group
New York
$112M +$106M 4 12.81% New
1355
RIA
RPG Investment Advisory
California
$112M -$2.42M 6 14.99% Reduced
1356
Heritage Trust
Heritage Trust
Oklahoma
$112M +$110M 7 13.15% New
1357
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$112M -$548K 7 13.03% Reduced
1358
Estabrook Capital Management
Estabrook Capital Management
New York
$111M -$1.77M 9 17.16% Reduced
1359
CCPM
Cooper Creek Partners Management
New York
$111M -$94.5M 4 3.41% Reduced
1360
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$110M +$10.1M 12 9.6% Increased
1361
Western Wealth Management
Western Wealth Management
Colorado
$110M +$1.52M 8 5.9% Increased
1362
Elequin Capital
Elequin Capital
New York
$110M +$108M 12 8.72% Increased
1363
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$110M -$541K 1 5.98% Reduced
1364
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$110M -$45.3M 6 10.03% Reduced
1365
AL
Arnhold LLC
New York
$110M -$13.3M 9 10.83% Reduced
1366
LM Advisors
LM Advisors
California
$109M +$2.23M 7 19.58% Increased
1367
Fagan Associates
Fagan Associates
New York
$109M -$3.22M 6 17.38% Reduced
1368
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$109M -$612K 5 10.4% Reduced
1369
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$109M -$22.2M 6 13.39% Reduced
1370
Ostrum Asset Management
Ostrum Asset Management
France
$109M +$2.1M 14 9.44% Increased
1371
VM
Venator Management
Pennsylvania
$109M -$6.53K 3 31.39% Reduced
1372
Jump Financial
Jump Financial
Illinois
$109M +$6.69M 14 2.28% Increased
1373
GW Henssler & Associates
GW Henssler & Associates
Georgia
$109M -$1.15M 6 6.24% Reduced
1374
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$109M +$324K 5 11.93% Increased
1375
Harvey Capital Management
Harvey Capital Management
Florida
$108M +$2.87M 7 25.5% Increased