← 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
IP
Interval Partners
New York
$103M -$60.7M 5 1.75% Reduced
1452
MIC
Maxi Investments CY
Cyprus
$103M -$18M 8 17.15% Reduced
1453
Corda Investment Management
Corda Investment Management
Texas
$103M +$4.74M 6 7.58% Increased
1454
Syon Capital
Syon Capital
California
$103M +$10.1M 11 6.78% Increased
1455
Qtron Investments
Qtron Investments
Massachusetts
$103M +$2.59M 14 13.11% Increased
1456
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$102M +$1.23M 6 12.16% Increased
1457
Addenda Capital
Addenda Capital
Quebec, Canada
$102M +$1.46M 5 3.67% Increased
1458
Denali Advisors
Denali Advisors
California
$102M -$3.77M 6 10.65% Reduced
1459
MPM
MBB Public Markets
Illinois
$102M +$3.89M 8 9.66% Increased
1460
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$102M +$23.8M 8 3.31% Increased
1461
Bank of Hawaii
Bank of Hawaii
Hawaii
$102M -$992K 9 5.39% Reduced
1462
Valiant Capital Management
Valiant Capital Management
California
$102M +$18.2M 3 5.59% Increased
1463
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$102M -$47.8M 7 2.75% Reduced
1464
Linscomb Wealth
Linscomb Wealth
Texas
$102M +$748K 6 4.69% Increased
1465
Western Wealth Management
Western Wealth Management
Colorado
$102M +$1.96M 10 6.05% Increased
1466
Blue Fin Capital
Blue Fin Capital
Rhode Island
$102M +$1.41M 6 17.34% Increased
1467
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$102M -$2.41M 4 50.09% Reduced
1468
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$102M +$1.1M 6 12.15% Increased
1469
IGYL
I.G.Y. Ltd
United Kingdom
$101M $0 1 40.43% Maintained
1470
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$101M +$18.9M 5 18.63% Increased
1471
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$101M +$2.25M 7 7.44% Increased
1472
One Capital Management
One Capital Management
California
$101M +$16.2M 7 3.49% Increased
1473
NFJ Investment Group
NFJ Investment Group
Texas
$101M +$34.6M 4 3.51% Increased
1474
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$100M +$417K 6 11% Increased
1475
GDS Wealth Management
GDS Wealth Management
Texas
$100M +$6.93M 7 7.32% Increased