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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
LM Advisors
LM Advisors
California
$94.6M -$8.01M 6 19.23% Reduced
1377
1ST Source Bank
1ST Source Bank
Indiana
$94.6M -$458K 7 5.34% Reduced
1378
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$94.6M -$803K 7 9.05% Reduced
1379
De Burlo Group
De Burlo Group
Massachusetts
$94.6M -$4.35M 3 11.65% Reduced
1380
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$94.6M -$2.73M 4 14.77% Reduced
1381
RIT Capital Partners
RIT Capital Partners
United Kingdom
$94.5M +$93M 2 11.82% New
1382
VM
Venator Management
Pennsylvania
$94.5M +$134K 3 27.36% Increased
1383
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$94.5M +$1.18M 9 8.27% Increased
1384
CIA
Covington Investment Advisors
Pennsylvania
$94.4M +$387K 4 14.19% Increased
1385
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$94.3M +$3.71M 4 11.04% Increased
1386
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$94.3M -$40.6K 5 8.27% Reduced
1387
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$94.2M -$219K 4 45.36% Reduced
1388
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$94.2M +$9.41M 11 13.83% Increased
1389
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$94.1M -$60M 2 10.67% Reduced
1390
Ascent Group
Ascent Group
Virginia
$93.9M +$3.75M 8 7.11% Increased
1391
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$93.8M +$1.62M 6 11.18% Increased
1392
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$93.8M -$74.9M 2 5.52% Reduced
1393
Bank of Hawaii
Bank of Hawaii
Hawaii
$93.7M -$91.5K 6 3.92% Reduced
1394
Invictus Private Wealth
Invictus Private Wealth
Colorado
$93.6M +$1.46M 6 7.41% Increased
1395
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$93.5M +$7M 6 7.77% Increased
1396
Hendershot Investments
Hendershot Investments
Virginia
$93.3M +$13.1M 5 12.67% Increased
1397
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$93.1M +$1.56M 10 5.26% Increased
1398
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$93M +$18.8M 1 13.27% Increased
1399
Overbrook Management Corp
Overbrook Management Corp
New York
$92.8M +$12.6M 4 21.31% Increased
1400
Varenne Capital Partners
Varenne Capital Partners
France
$92.7M +$6.62M 2 17.76% Increased