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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
1401
Matrix Asset Advisors
Matrix Asset Advisors
New York
$54.6M -$396K 4 8.95% Reduced
1402
Virtu Financial
Virtu Financial
New York
$54.5M +$1.04M 13 4.99% Increased
1403
Churchill Management
Churchill Management
California
$54.5M -$571K 4 1.46% Reduced
1404
TM
Tiger Management
New York
$54.5M $0 2 23.75% Maintained
1405
Vestor Capital
Vestor Capital
Illinois
$54.4M +$14.7M 7 7.14% Increased
1406
Bornite Capital Management
Bornite Capital Management
New York
$54.4M +$20.4M 3 15.4% Increased
1407
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$54.4M +$148K 6 7.4% Increased
1408
Hillman Company
Hillman Company
Pennsylvania
$54.3M -$4.63M 2 28.33% Reduced
1409
Transform Wealth
Transform Wealth
Colorado
$54.3M +$694K 4 7.05% Increased
1410
SCM
Snowhook Capital Management
New York
$54.3M +$43.6M 2 21.95% Increased
1411
TP
Thunderbird Partners
United Kingdom
$54.2M -$70.5M 1 15.04% Reduced
1412
ProVise Management Group
ProVise Management Group
Florida
$54.1M +$2.78M 6 6.04% Increased
1413
Ballentine Partners
Ballentine Partners
Massachusetts
$54M +$7.85M 10 1.87% Increased
1414
Merit Financial Group
Merit Financial Group
Georgia
$54M -$4.98M 7 2.34% Reduced
1415
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$54M +$1.23M 4 1.86% Increased
1416
Moore Capital Management
Moore Capital Management
New York
$53.7M +$36.5M 3 1.26% Increased
1417
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$53.7M +$19.9M 5 11.58% Increased
1418
Bath Savings Trust
Bath Savings Trust
Maine
$53.7M -$917K 6 7.46% Reduced
1419
Pacific Global Investment Management
Pacific Global Investment Management
California
$53.6M +$1.65M 6 13.01% Increased
1420
FCP
Fosse Capital Partners
United Kingdom
$53.5M +$2M 1 27.49% Increased
1421
CIA
Covington Investment Advisors
Pennsylvania
$53.4M +$349K 3 13.84% Increased
1422
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$53.4M -$6.35M 5 15.99% Reduced
1423
Kovack Advisors
Kovack Advisors
Florida
$53.3M +$1.81M 13 7.83% Increased
1424
Kadensa Capital
Kadensa Capital
Hong Kong
$53.3M +$35.5M 2 17.41% Increased
1425
Antara Capital
Antara Capital
New York
$53.2M +$57.6M 1 1.41% New