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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
1501
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$120M +$49.9M 2 7.63% Increased
1502
MIC
Maxi Investments CY
Cyprus
$120M -$12.8M 7 24.35% Reduced
1503
Longbow Finance
Longbow Finance
Switzerland
$120M +$33.3M 3 15.35% Increased
1504
Parkwood LLC
Parkwood LLC
Ohio
$120M +$37.4M 3 8.59% Increased
1505
RFG Advisory
RFG Advisory
Alabama
$120M -$505K 13 1.87% Reduced
1506
MWA
Miller Wealth Advisors
Colorado
$120M -$44.5M 5 50.57% Reduced
1507
Private Capital Advisors
Private Capital Advisors
Connecticut
$119M +$24.5M 4 10.46% Increased
1508
Invictus Private Wealth
Invictus Private Wealth
Colorado
$119M -$16.3M 6 6.41% Reduced
1509
Tran Capital Management
Tran Capital Management
California
$119M +$2.48M 4 13.72% Increased
1510
LS Investment Advisors
LS Investment Advisors
Michigan
$119M -$131K 5 16.12% Reduced
1511
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$119M +$8M 8 3.57% Increased
1512
HA
Harbor Advisors
Florida
$119M $0 10 14.92% Maintained
1513
GU
Georgetown University
District of Columbia
$119M +$93.2K 4 48.61% Increased
1514
Blue Trust Inc
Blue Trust Inc
Georgia
$119M -$114K 28 1.24% Reduced
1515
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$119M -$4.13M 8 6.37% Reduced
1516
Harbour Trust & Investment Management
Harbour Trust & Investment Management
Indiana
$119M +$35.2K 6 11.41% Increased
1517
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$118M -$5.94M 3 6.09% Reduced
1518
TM
Thiel Macro
California
$118M +$124M 1 28.18% New
1519
Garde Capital
Garde Capital
Washington
$118M -$827K 7 5.28% Reduced
1520
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$118M -$5.11M 5 8.57% Reduced
1521
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$118M -$2.6M 10 2.69% Reduced
1522
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$118M -$15.7M 1 5.36% Reduced
1523
Mirador Capital Partners
Mirador Capital Partners
California
$118M +$3.48M 8 14.41% Increased
1524
DigitalBridge Group
DigitalBridge Group
Florida
$118M -$49.8M 2 7.04% Reduced
1525
Webster Bank
Webster Bank
Connecticut
$117M -$3.22M 12 10.19% Reduced