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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
1451
Institutional Venture Management XV
Institutional Venture Management XV
California
$28.5M $0 1 36.86% Maintained
1452
Exane Derivatives
Exane Derivatives
France
$28.5M -$1.43M 9 5.71% Reduced
1453
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$28.5M +$391K 4 11.95% Increased
1454
First Interstate Bank
First Interstate Bank
Montana
$28.5M -$1.58M 10 6.43% Reduced
1455
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$28.4M $0 2 4.66% Maintained
1456
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$28.3M +$1.36M 10 5.22% Increased
1457
Royce & Associates
Royce & Associates
New York
$28.3M +$542K 3 0.2% Increased
1458
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$28.3M -$11.8M 2 7.23% Reduced
1459
Lagoda Investment Management
Lagoda Investment Management
New York
$28.2M -$2.37M 3 10.65% Reduced
1460
Fagan Associates
Fagan Associates
New York
$28.1M +$1.38M 6 12% Increased
1461
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$28.1M -$276K 18 4.51% Reduced
1462
First Washington Corp
First Washington Corp
Washington
$28.1M -$2.08M 6 14.57% Reduced
1463
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$28.1M -$526K 5 8.93% Reduced
1464
Arden Trust
Arden Trust
Delaware
$28.1M -$1.99M 10 4.36% Reduced
1465
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$28.1M +$1.18M 7 5.46% Increased
1466
Gifford Fong Associates
Gifford Fong Associates
California
$28M +$28.2M 4 11.44% New
1467
Vantage Wealth
Vantage Wealth
California
$28M +$9.4M 3 14.21% Increased
1468
Bender Robert & Associates
Bender Robert & Associates
California
$28M +$261K 5 15.53% Increased
1469
Keywise Capital Management
Keywise Capital Management
Cayman Islands
$27.9M -$28.1M 1 8.6% Reduced
1470
Wallington Asset Management
Wallington Asset Management
Indiana
$27.9M +$430K 3 7.38% Increased
1471
River Road Asset Management
River Road Asset Management
Kentucky
$27.8M -$28.8M 2 0.57% Reduced
1472
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$27.7M +$5.55M 5 12.74% Increased
1473
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$27.7M -$199K 6 6.07% Reduced
1474
Group One Trading
Group One Trading
Illinois
$27.7M -$4.73M 12 0.28% Reduced
1475
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$27.7M -$2.48K 5 15.04% Reduced