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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
Bender Robert & Associates
Bender Robert & Associates
California
$56.3M -$427K 6 17.92% Reduced
1477
Ovata Capital Management
Ovata Capital Management
Hong Kong
$56.3M -$30.4M 2 17.82% Reduced
1478
Pacific Global Investment Management
Pacific Global Investment Management
California
$56.2M +$485K 5 12.31% Increased
1479
Rothschild Capital Partners
Rothschild Capital Partners
New York
$56.2M -$2.38M 5 20.12% Reduced
1480
BIC
Beach Investment Counsel
Pennsylvania
$56.2M -$4.29M 6 5.34% Reduced
1481
GPC
Guardian Point Capital
Virginia
$56.2M -$10M 2 14.59% Reduced
1482
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$56.2M -$384K 6 7.4% Reduced
1483
WM
WS Management
Florida
$56.1M -$8.24M 2 5.82% Reduced
1484
Eagle Asset Management
Eagle Asset Management
Florida
$56.1M -$237M 5 0.32% Reduced
1485
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$55.9M +$227K 6 10.67% Increased
1486
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$55.9M -$1.53M 7 5.47% Reduced
1487
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$55.7M +$2.12M 5 11.97% Increased
1488
Empirical Wealth Management
Empirical Wealth Management
Washington
$55.6M +$5.87M 9 4.24% Increased
1489
Poplar Forest Capital
Poplar Forest Capital
California
$55.6M -$6.37M 4 6.5% Reduced
1490
Bath Savings Trust
Bath Savings Trust
Maine
$55.5M +$3.38M 6 7.33% Increased
1491
Gradient Investments
Gradient Investments
Minnesota
$55.2M -$435K 19 2.34% Reduced
1492
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$55.2M -$988K 7 13.27% Reduced
1493
Randolph Company
Randolph Company
Ohio
$55.2M $0 2 8.19% Maintained
1494
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$55.1M +$52.8M 5 16.22% New
1495
Sapphire Ventures
Sapphire Ventures
Texas
$55.1M +$49.6M 2 7.36% Increased
1496
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$55M -$45.4M 18 2.48% Reduced
1497
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$54.8M -$19M 4 3.31% Reduced
1498
Winslow Evans & Crocker
Winslow Evans & Crocker
Massachusetts
$54.7M +$9.41M 21 10.37% Increased
1499
Scholtz & Company
Scholtz & Company
Connecticut
$54.6M -$26K 5 21.32% Reduced
1500
Melqart Asset Management
Melqart Asset Management
United Kingdom
$54.5M +$6.42M 5 4.11% Increased