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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
1476
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$31.8M +$685K 6 9.6% Increased
1477
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$31.8M +$722K 5 20.89% Increased
1478
Oakwood Capital Management
Oakwood Capital Management
California
$31.7M -$188K 3 13.29% Reduced
1479
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$31.6M +$12.2M 4 6.07% Increased
1480
Hellman Jordan Management Company
Hellman Jordan Management Company
Massachusetts
$31.6M +$23M 3 22.03% Increased
1481
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$31.6M +$2.72M 7 15.54% Increased
1482
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$31.5M +$757K 16 2.95% Increased
1483
Engineers Gate Manager
Engineers Gate Manager
New York
$31.5M -$555K 8 1.91% Reduced
1484
Lyell Wealth Management
Lyell Wealth Management
California
$31.5M +$2.69M 5 10.5% Increased
1485
Whitney & Co
Whitney & Co
New York
$31.4M +$266K 7 7.12% Increased
1486
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$31.4M -$573K 7 1.92% Reduced
1487
Quantbot Technologies
Quantbot Technologies
New York
$31.4M +$7.84M 9 2.99% Increased
1488
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$31.3M -$349K 11 5.12% Reduced
1489
Heritage Trust
Heritage Trust
Oklahoma
$31.2M +$12.2M 6 7.21% Increased
1490
Lunia Capital
Lunia Capital
Texas
$31.2M -$13.2M 2 6.66% Reduced
1491
BTC Capital Management
BTC Capital Management
Iowa
$31.2M -$843K 5 4.98% Reduced
1492
Affinity Wealth Management
Affinity Wealth Management
Delaware
$31.2M +$2.72M 5 12.36% Increased
1493
Institutional Venture Management XV
Institutional Venture Management XV
California
$31.2M $0 1 42.21% Maintained
1494
Sunriver Management
Sunriver Management
Connecticut
$31.2M $0 1 6.2% Maintained
1495
AC
Apertura Capital
Texas
$31.1M +$22.7M 2 8.7% Increased
1496
EVM
Evelyn V. Moreno
$31.1M +$321K 4 9.17% Increased
1497
Seeyond
Seeyond
France
$31M +$20.1M 11 2.96% Increased
1498
Tree Line Advisors
Tree Line Advisors
Hong Kong
$31M +$1.68M 1 20.59% Increased
1499
Snow Capital Management
Snow Capital Management
Pennsylvania
$31M -$3.89M 4 1.96% Reduced
1500
Crescent Park Management
Crescent Park Management
California
$30.9M +$25.6M 2 5.42% Increased