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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
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$118M -$4.75M 13 12.85% Reduced
1352
Horiko Capital Management
Horiko Capital Management
New York
$118M -$2.61M 4 30.81% Reduced
1353
Northside Capital Management
Northside Capital Management
Oregon
$118M +$65.4M 7 8.99% Increased
1354
Driehaus Capital Management
Driehaus Capital Management
Illinois
$118M +$2.71M 7 0.94% Increased
1355
Sycomore Asset Management
Sycomore Asset Management
France
$118M -$294K 6 18.27% Reduced
1356
Larson Financial Group
Larson Financial Group
Missouri
$118M +$16.8M 29 4.71% Increased
1357
Dorsey Asset Management
Dorsey Asset Management
Illinois
$117M +$3.84M 1 10.53% Increased
1358
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$117M -$590K 7 5.32% Reduced
1359
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$117M +$253K 7 13.93% Increased
1360
Integrated Advisors Network
Integrated Advisors Network
Texas
$117M +$6.59M 12 5.29% Increased
1361
Pacific Sage Partners
Pacific Sage Partners
Washington
$117M -$1.45M 6 23.26% Reduced
1362
Fernbridge Capital Management
Fernbridge Capital Management
California
$117M -$86.7M 1 5.57% Reduced
1363
IAIM
International Assets Investment Management
Florida
$117M -$5.61M 12 9.41% Reduced
1364
VestGen Advisors
VestGen Advisors
Illinois
$116M +$3.54M 9 4.65% Increased
1365
Stack Financial Management
Stack Financial Management
Montana
$116M -$2.29M 1 10.29% Reduced
1366
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$116M -$7.11M 6 1.54% Reduced
1367
Heritage Trust
Heritage Trust
Oklahoma
$116M -$1.33M 7 13.38% Reduced
1368
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$115M -$1.69M 13 15.46% Reduced
1369
Hilltop Holdings
Hilltop Holdings
Texas
$115M -$21.2M 11 7.4% Reduced
1370
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$115M +$90.2K 8 9.51% Increased
1371
Anchor Investment Management
Anchor Investment Management
South Carolina
$115M +$1.41M 13 10.11% Increased
1372
Global X Japan
Global X Japan
Japan
$115M -$3.91M 8 11.66% Reduced
1373
LCM
Lionstone Capital Management
New York
$115M -$17.9M 2 27.56% Reduced
1374
MIG Capital
MIG Capital
California
$115M +$10.8M 6 11.84% Increased
1375
Simmons Bank
Simmons Bank
Arkansas
$115M +$117K 8 8.17% Increased