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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
1426
Spinnaker Trust
Spinnaker Trust
Maine
$72.5M -$78.8K 7 4.89% Reduced
1427
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$72.5M -$6.32M 1 7.53% Reduced
1428
Pacific Global Investment Management
Pacific Global Investment Management
California
$72.4M -$304K 6 14.17% Reduced
1429
Zevin Asset Management
Zevin Asset Management
Massachusetts
$72.4M +$491K 4 13.86% Increased
1430
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$72M +$3.55M 7 8.91% Increased
1431
Alpha Wave Global
Alpha Wave Global
New York
$71.8M +$30.5M 2 6.47% Increased
1432
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$71.8M +$110K 5 11.1% Increased
1433
WDA
Wendell David Associates
New Hampshire
$71.8M -$596K 7 7.99% Reduced
1434
Light Street Capital Management
Light Street Capital Management
California
$71.6M +$5.54M 3 4.64% Increased
1435
GHP Investment Advisors
GHP Investment Advisors
Colorado
$71.6M +$19.9M 16 4.71% Increased
1436
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$71.6M -$246K 2 8.13% Reduced
1437
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$71.5M +$5.12M 10 4.17% Increased
1438
Country Club Bank
Country Club Bank
Missouri
$71.3M +$68.3M 6 6.19% New
1439
ALPS Advisors
ALPS Advisors
Colorado
$71.2M -$3.25M 10 0.77% Reduced
1440
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$71.2M -$26.8M 2 3.5% Reduced
1441
CMG
Cavalry Management Group
California
$71.1M +$34M 2 5.43% Increased
1442
Princeton Capital Management
Princeton Capital Management
New Jersey
$71M +$2.6M 6 22.06% Increased
1443
Scholtz & Company
Scholtz & Company
Connecticut
$71M -$1.83M 4 28.03% Reduced
1444
AH Equity Partners III (Parallel)
AH Equity Partners III (Parallel)
California
$70.9M -$71.6M 1 29.45% Reduced
1445
Coastline Trust
Coastline Trust
Rhode Island
$70.9M +$1.79M 6 8.61% Increased
1446
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$70.8M -$2.41M 3 9.66% Reduced
1447
Octahedron Capital Management
Octahedron Capital Management
California
$70.7M +$9.3M 5 36.88% Increased
1448
Empyrean Capital Partners
Empyrean Capital Partners
California
$70.7M -$24.7M 2 1.56% Reduced
1449
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$70.6M -$6.94M 6 6.15% Reduced
1450
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$70.5M -$23.5M 6 15.89% Reduced