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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
1376
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$34.9M +$5.3M 1 10.42% Increased
1377
Simmons Bank
Simmons Bank
Arkansas
$34.9M +$365K 9 3.17% Increased
1378
GEH
General Equity Holdings
New York
$34.8M +$3.38M 2 24.81% Increased
1379
NC
Numen Capital
United Kingdom
$34.7M +$8.16M 3 9.46% Increased
1380
AIM
Assured Investment Management
New York
$34.7M +$2.32M 10 0.65% Increased
1381
Prelude Capital Management
Prelude Capital Management
New York
$34.6M +$1.04M 13 2.19% Increased
1382
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$34.6M +$45.3K 5 7.92% Increased
1383
GJCM
Grand Jean Capital Management
California
$34.6M +$9.12M 4 12.3% Increased
1384
KPF
K2 Principal Fund
Ontario, Canada
$34.5M -$20.9M 5 2.67% Reduced
1385
Vestor Capital
Vestor Capital
Illinois
$34.5M -$256K 7 7.02% Reduced
1386
Check Capital Management
Check Capital Management
California
$34.4M -$713K 3 1.82% Reduced
1387
L & S Advisors
L & S Advisors
California
$34.4M +$4.51M 6 5.78% Increased
1388
CC
Courier Capital
New York
$34.3M -$11K 7 4.42% Reduced
1389
PGIM
Pacific Global Investment Management
California
$34.2M -$285K 6 7.49% Reduced
1390
Hancock Whitney
Hancock Whitney
Mississippi
$34.2M +$13M 6 1.57% Increased
1391
IVMX
Institutional Venture Management XV
California
$34.2M $0 1 40.94% Maintained
1392
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$34.1M +$1.68M 5 0.58% Increased
1393
NBT Bank
NBT Bank
New York
$34M -$4.45M 6 6.08% Reduced
1394
Griffin Asset Management
Griffin Asset Management
New York
$33.9M -$46.9K 7 6.16% Reduced
1395
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$33.8M -$2.76M 2 2.28% Reduced
1396
Myriad Asset Management
Myriad Asset Management
Hong Kong
$33.8M -$116M 2 4.69% Reduced
1397
Professional Advisory Services
Professional Advisory Services
Florida
$33.8M +$141K 5 6.96% Increased
1398
GW & Wade
GW & Wade
Massachusetts
$33.7M +$2.69M 10 3.8% Increased
1399
SCA
Sander Capital Advisors
Washington
$33.7M -$2.02M 3 27% Reduced
1400
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$33.5M +$403K 6 7.3% Increased