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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
Whitford Management
Whitford Management
New York
$92M +$74M 3 24.64% Increased
1502
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$91.9M -$6.42M 7 11.99% Reduced
1503
LS Investment Advisors
LS Investment Advisors
Michigan
$91.9M +$948K 5 13.47% Increased
1504
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$91.9M +$590K 6 11.36% Increased
1505
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$91.7M +$436K 4 10.13% Increased
1506
Summit Trail Advisors
Summit Trail Advisors
New York
$91.7M -$69.6M 10 3.38% Reduced
1507
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$91.5M -$5.73M 2 2.75% Reduced
1508
TwinBeech Capital
TwinBeech Capital
New York
$91.4M -$148M 6 1.56% Reduced
1509
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$91.4M -$152K 4 17% Reduced
1510
Accredited Investors
Accredited Investors
Minnesota
$91.4M +$6.08M 7 5.35% Increased
1511
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$91M +$39.7M 5 3.06% Increased
1512
Simplex Trading
Simplex Trading
Illinois
$90.9M -$102M 14 0.05% Reduced
1513
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$90.8M -$3.19M 7 9.07% Reduced
1514
CMH Wealth Management
CMH Wealth Management
New Hampshire
$90.7M -$4.37M 4 20.78% Reduced
1515
Modern Wealth Management
Modern Wealth Management
Kansas
$90.5M +$55.4M 8 3.38% Increased
1516
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$90.5M +$689 6 17.5% Increased
1517
GTS Securities
GTS Securities
Florida
$90.5M -$353M 18 4.41% Reduced
1518
Driehaus Capital Management
Driehaus Capital Management
Illinois
$90.2M +$31.5M 8 0.74% Increased
1519
Shufro Rose & Co
Shufro Rose & Co
New York
$90.1M -$1.82M 7 6.96% Reduced
1520
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$89.5M +$465K 6 9.75% Increased
1521
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$89.4M -$4.98M 6 9.37% Reduced
1522
Cadian Capital Management
Cadian Capital Management
New York
$89.1M +$38.7M 1 5.13% Increased
1523
Norden Group
Norden Group
Utah
$88.9M -$20.2M 11 10.05% Reduced
1524
Paralel Advisors
Paralel Advisors
Colorado
$88.9M +$432K 3 3.79% Increased
1525
Coleford Investment Management
Coleford Investment Management
Canada
$88.9M +$88.4M 4 23.45% New