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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
ShawSpring Partners
ShawSpring Partners
Massachusetts
$46.2M +$7.22M 1 7.34% Increased
1477
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$46.2M +$639K 6 6.22% Increased
1478
Luxor Capital Group
Luxor Capital Group
New York
$46.1M +$20.6M 1 2.02% Increased
1479
Harvey Capital Management
Harvey Capital Management
Florida
$46.1M +$2.01M 6 19.3% Increased
1480
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$45.8M -$31.6K 4 9.67% Reduced
1481
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$45.7M +$3.89K 3 4.63% Increased
1482
Quantitative Investment Management
Quantitative Investment Management
Virginia
$45.6M +$30.2M 4 8.67% Increased
1483
BIT Capital
BIT Capital
Germany
$45.3M -$6.05M 8 9.23% Reduced
1484
FPCM
Financial Partners Capital Management
New York
$45.1M +$150K 6 10.05% Increased
1485
DC
Dantai Capital
Hong Kong
$45.1M +$40.4M 1 38.93% New
1486
Western Wealth Management
Western Wealth Management
Colorado
$45.1M -$42M 9 4.61% Reduced
1487
Coastline Trust
Coastline Trust
Rhode Island
$45M -$2.78M 6 6.71% Reduced
1488
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$45M -$9.04M 7 6.56% Reduced
1489
Oldfield Partners
Oldfield Partners
United Kingdom
$45M -$30.5M 1 7.94% Reduced
1490
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$45M -$745K 6 10.24% Reduced
1491
Global Retirement Partners
Global Retirement Partners
California
$44.9M +$4.09M 27 3.08% Increased
1492
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$44.9M -$1.62M 6 0.85% Reduced
1493
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$44.9M -$17.5M 3 12.76% Reduced
1494
Icon Wealth Advisors
Icon Wealth Advisors
Texas
$44.9M +$1.14M 7 5.16% Increased
1495
Tompkins Financial
Tompkins Financial
New York
$44.9M -$694K 11 7.09% Reduced
1496
Thompson Investment Management
Thompson Investment Management
Wisconsin
$44.8M +$1.42M 6 8.23% Increased
1497
Tamar Securities
Tamar Securities
California
$44.8M +$2.24M 4 14.22% Increased
1498
Simplicity Solutions
Simplicity Solutions
Minnesota
$44.8M +$814K 9 6.1% Increased
1499
FORA Capital
FORA Capital
Florida
$44.8M +$11.6M 5 7.22% Increased
1500
Garde Capital
Garde Capital
Washington
$44.8M -$475K 8 5.37% Reduced