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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
Avalon Capital Management
Avalon Capital Management
California
$92.7M +$3.98M 6 29.4% Increased
1427
Royce & Associates
Royce & Associates
New York
$92.7M -$1.12M 4 0.87% Reduced
1428
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$92.5M +$7.1M 3 15.04% Increased
1429
Qtron Investments
Qtron Investments
Massachusetts
$92.5M +$973K 11 13.37% Increased
1430
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$92.4M +$2.76M 4 17.48% Increased
1431
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$92.3M +$114K 10 4.44% Increased
1432
Avitas Wealth Management
Avitas Wealth Management
California
$92.2M -$1.63M 5 13.5% Reduced
1433
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$92M +$5.86M 9 12.09% Increased
1434
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$91.9M -$161K 6 15.08% Reduced
1435
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$91.9M -$19.2M 4 13.96% Reduced
1436
Blue Fin Capital
Blue Fin Capital
Rhode Island
$91.8M +$2.93M 6 18.33% Increased
1437
Pentwater Capital Management
Pentwater Capital Management
Florida
$91.7M +$80.2M 1 1.17% Increased
1438
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$91.5M +$3.54M 7 10.47% Increased
1439
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$91.4M -$1.86M 7 4.09% Reduced
1440
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$91.3M +$5.26M 4 3.63% Increased
1441
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$91.1M +$215K 9 6.66% Increased
1442
Ensemble Capital Management
Ensemble Capital Management
California
$90.8M -$13.5M 1 7.07% Reduced
1443
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$90.8M -$206K 7 8.57% Reduced
1444
AMG
Ace Management Global
Brazil
$90.8M +$84.9M 2 26.67% New
1445
North of South Capital
North of South Capital
United Kingdom
$90.5M +$96.4M 1 23.43% New
1446
Seizert Capital Partners
Seizert Capital Partners
Michigan
$90.2M -$18M 3 4.48% Reduced
1447
Alight Capital Management
Alight Capital Management
New York
$90.2M -$8.2M 8 22.03% Reduced
1448
Ithaka Group
Ithaka Group
Virginia
$90M -$2.59M 3 16.61% Reduced
1449
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$89.8M -$205K 6 11.8% Reduced
1450
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$89.7M -$5.2M 12 4.49% Reduced