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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
EULAV Asset Management
EULAV Asset Management
Florida
$95.5M -$5.95M 5 2.58% Reduced
1402
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$95.4M -$23.8M 8 5.72% Reduced
1403
Sound Shore Management
Sound Shore Management
Connecticut
$95.2M -$2.67M 1 3.17% Reduced
1404
Columbia Asset Management
Columbia Asset Management
Michigan
$95.1M +$293K 6 17.72% Increased
1405
DA
Dash Acquisitions
California
$95M +$7.1M 6 25.95% Increased
1406
Garde Capital
Garde Capital
Washington
$94.6M -$810K 7 6.57% Reduced
1407
Boothbay Fund Management
Boothbay Fund Management
New York
$94.6M -$23.5M 17 2.24% Reduced
1408
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$94.5M +$960K 3 8.34% Increased
1409
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$94.3M -$5.55M 9 5.85% Reduced
1410
Professional Advisory Services
Professional Advisory Services
Florida
$94.3M -$4.14M 6 12.88% Reduced
1411
Ascent Group
Ascent Group
Virginia
$94M +$3.14M 7 7.66% Increased
1412
North Star Investment Management
North Star Investment Management
Illinois
$93.8M -$826K 16 6.88% Reduced
1413
Synergy Asset Management
Synergy Asset Management
Washington
$93.8M +$6.28M 4 14.68% Increased
1414
Tremblant Capital Group
Tremblant Capital Group
Florida
$93.8M +$37M 2 10.15% Increased
1415
Pacific Global Investment Management
Pacific Global Investment Management
California
$93.7M -$561K 6 17.81% Reduced
1416
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$93.6M -$1.74M 7 6.2% Reduced
1417
MCM
McKinley Capital Management
Alaska
$93.4M -$17.8M 3 16.34% Reduced
1418
Paralel Advisors
Paralel Advisors
Colorado
$93.3M +$1.69M 3 4.47% Increased
1419
Polymer Capital Management (HK)
Polymer Capital Management (HK)
Hong Kong
$93.3M +$21.7M 10 18.89% Increased
1420
Corda Investment Management
Corda Investment Management
Texas
$93.2M -$51.1K 5 7.58% Reduced
1421
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$93.1M -$2.49M 9 8.64% Reduced
1422
Bornite Capital Management
Bornite Capital Management
New York
$93M -$15.1M 2 15.31% Reduced
1423
WDA
Wendell David Associates
New Hampshire
$92.9M -$126K 7 9.47% Reduced
1424
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$92.9M +$29.7M 2 29.63% Increased
1425
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$92.8M +$10.9M 7 17.69% Increased