← All themes

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
1426
Walleye Trading
Walleye Trading
New York
$36.4M +$29.8M 12 0.31% Increased
1427
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$36.4M -$315K 5 15.04% Reduced
1428
Tibra Equities Europe
Tibra Equities Europe
United Kingdom
$36.4M +$11.9M 5 4.49% Increased
1429
NumerixS Investment Technologies
NumerixS Investment Technologies
British Columbia, Canada
$36.1M +$7.49M 7 9.37% Increased
1430
GJCM
Grand Jean Capital Management
California
$36.1M -$2.73M 3 15.16% Reduced
1431
Focus Financial Network
Focus Financial Network
Minnesota
$36.1M +$594K 8 5% Increased
1432
Westwind Capital
Westwind Capital
New Mexico
$36M +$1.3M 5 19.01% Increased
1433
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$36M +$5.4M 1 4.51% Increased
1434
Leuthold Group
Leuthold Group
Minnesota
$35.8M +$9.15M 5 4.69% Increased
1435
RIM
Regent Investment Management
Kentucky
$35.7M -$1.67M 7 11.71% Reduced
1436
ProVise Management Group
ProVise Management Group
Florida
$35.7M +$64.3K 6 4.73% Increased
1437
AL
Arnhold LLC
New York
$35.7M +$14.5M 6 6.06% Increased
1438
Pathstone Family Office
Pathstone Family Office
New Jersey
$35.7M -$5.3M 9 4.65% Reduced
1439
MA
Mutual Advisors
Nebraska
$35.6M +$64.4K 8 4.71% Increased
1440
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$35.6M +$1.1M 7 4.77% Increased
1441
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$35.6M +$984K 7 2.12% Increased
1442
Avantax Advisory Services
Avantax Advisory Services
Texas
$35.6M +$4.03M 8 1.44% Increased
1443
Karst Peak Capital
Karst Peak Capital
Hong Kong
$35.5M -$8.03M 1 43.57% Reduced
1444
Coastline Trust
Coastline Trust
Rhode Island
$35.5M -$685K 7 5.22% Reduced
1445
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$35.4M -$744K 6 22.45% Reduced
1446
Virtu Financial
Virtu Financial
New York
$35.4M +$5.66M 14 2.76% Increased
1447
Ulysses Management
Ulysses Management
New York
$35.3M -$8.72M 1 3.28% Reduced
1448
Oakwood Capital Management
Oakwood Capital Management
California
$35.3M -$598K 4 15.61% Reduced
1449
RCM
Rockshelter Capital Management
Pennsylvania
$35.2M -$4.78M 2 14.07% Reduced
1450
Tran Capital Management
Tran Capital Management
California
$35.2M -$1.2M 1 4.36% Reduced