← 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
1451
Atika Capital Management
Atika Capital Management
New York
$89.5M +$1.46M 4 8.77% Increased
1452
Shufro Rose & Co
Shufro Rose & Co
New York
$89.2M +$1.75M 7 7.24% Increased
1453
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$89.1M +$440K 4 10.46% Increased
1454
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$89.1M +$7.33M 3 9.54% Increased
1455
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$89M +$7.67M 5 1.25% Increased
1456
DNCA Finance
DNCA Finance
France
$88.9M +$83.6M 3 7.63% New
1457
Varenne Capital Partners
Varenne Capital Partners
France
$88.9M -$77.8M 3 22.46% Reduced
1458
IGYL
I.G.Y. Ltd
United Kingdom
$88.9M -$1.26M 1 40.4% Reduced
1459
Mitchell Capital Management
Mitchell Capital Management
Kansas
$88.9M +$721K 4 15.66% Increased
1460
Belpointe Asset Management
Belpointe Asset Management
Nevada
$88.9M +$2.37M 11 6.2% Increased
1461
Progressive Investment Management
Progressive Investment Management
Oregon
$88.8M -$1.28M 5 23.53% Reduced
1462
Wintrust Investments
Wintrust Investments
Illinois
$88.7M +$4.34M 7 7.22% Increased
1463
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$88.7M -$218K 5 13.12% Reduced
1464
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$88.3M -$3.99M 4 8.21% Reduced
1465
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$88.3M -$5.31M 5 10.8% Reduced
1466
Think Investments
Think Investments
California
$88.2M -$27.9M 3 18.16% Reduced
1467
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$87.9M -$1.23M 10 14.25% Reduced
1468
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$87.9M +$3.88M 5 24.42% Increased
1469
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$87.7M +$360K 6 17.77% Increased
1470
Western Wealth Management
Western Wealth Management
Colorado
$87.6M +$2.98M 11 6.5% Increased
1471
SurgoCap Partners
SurgoCap Partners
New York
$87.3M -$27.1M 1 5.11% Reduced
1472
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$87.3M -$2.78M 5 12.09% Reduced
1473
Kovack Advisors
Kovack Advisors
Florida
$87.3M -$16M 12 9.6% Reduced
1474
Centaurus Financial
Centaurus Financial
California
$87.2M +$28.5M 12 5.81% Increased
1475
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$87M +$2.71M 7 3.36% Increased