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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
Tremblant Capital Group
Tremblant Capital Group
Florida
$49.6M -$1.98M 3 4.25% Reduced
1427
WMS Partners
WMS Partners
Maryland
$49.5M -$1.58M 7 4.9% Reduced
1428
Axxcess Wealth Management
Axxcess Wealth Management
California
$49.5M +$3.79M 7 4.08% Increased
1429
Privium Fund Management
Privium Fund Management
Netherlands
$49.4M +$3.51M 4 18.75% Increased
1430
Columbia Asset Management
Columbia Asset Management
Michigan
$49.4M +$194K 7 11.99% Increased
1431
Blue Chip Partners
Blue Chip Partners
Michigan
$49.2M +$212K 6 6.13% Increased
1432
Paralel Advisors
Paralel Advisors
Colorado
$49.2M +$1.29M 2 2.9% Increased
1433
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$49.1M +$213K 6 7.42% Increased
1434
Psagot Value Holdings
Psagot Value Holdings
Israel
$49M +$125K 12 14.47% Increased
1435
TCOT
Trust Company of Toledo
Ohio
$48.9M -$1.01M 6 9.22% Reduced
1436
United Asset Strategies
United Asset Strategies
New York
$48.8M -$7.12M 7 6.8% Reduced
1437
Mangrove Partners
Mangrove Partners
Connecticut
$48.6M +$11M 2 2.75% Increased
1438
CIA
Covington Investment Advisors
Pennsylvania
$48.6M -$1.2M 3 11.62% Reduced
1439
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$48.5M +$981K 4 10.93% Increased
1440
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$48.5M -$1.44M 4 36.86% Reduced
1441
Auxano Advisors
Auxano Advisors
Washington
$48.4M +$2.7M 6 21.91% Increased
1442
WDA
Wendell David Associates
New Hampshire
$48.4M -$933K 6 5.95% Reduced
1443
Tiedemann Advisors
Tiedemann Advisors
New York
$48.4M -$3M 7 2.32% Reduced
1444
Churchill Management
Churchill Management
California
$48.3M -$4.27M 4 1.17% Reduced
1445
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$48.2M +$16.2M 2 8.08% Increased
1446
Sompo Asset Management
Sompo Asset Management
Japan
$48.1M +$258K 8 10.98% Increased
1447
Core Alternative Capital
Core Alternative Capital
Georgia
$48.1M +$6.49M 10 6.12% Increased
1448
Hendershot Investments
Hendershot Investments
Virginia
$48.1M +$4.05M 5 8.11% Increased
1449
Cigna Investments
Cigna Investments
Connecticut
$47.9M +$135K 9 9.96% Increased
1450
Kepos Capital
Kepos Capital
New York
$47.9M +$29.3M 3 6.89% Increased