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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
Sycomore Asset Management
Sycomore Asset Management
France
$118M +$15.2M 7 19.53% Increased
1502
Procyon Advisors
Procyon Advisors
Connecticut
$118M +$17.2M 9 5.83% Increased
1503
Professional Advisory Services
Professional Advisory Services
Florida
$118M -$17.4M 6 15.26% Reduced
1504
Hendershot Investments
Hendershot Investments
Virginia
$118M -$12.1M 5 15% Reduced
1505
BDF Gestion
BDF Gestion
France
$118M +$1.64M 5 14.38% Increased
1506
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$118M -$3.22M 5 30.89% Reduced
1507
North Star Investment Management
North Star Investment Management
Illinois
$117M +$776K 22 7.37% Increased
1508
Hilton Capital Management
Hilton Capital Management
New York
$117M -$18.4M 7 8.83% Reduced
1509
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$117M +$1.35M 10 3.08% Increased
1510
Banco BTG Pactual
Banco BTG Pactual
Brazil
$117M -$8.99M 5 20.03% Reduced
1511
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$117M -$17.2M 3 7.35% Reduced
1512
HMI Capital Management
HMI Capital Management
California
$117M +$116M 1 9.6% New
1513
Sava Infond
Sava Infond
Slovenia
$117M +$10.6M 8 15.78% Increased
1514
CF
Clarity Financial
Texas
$117M +$9.5M 5 10.8% Increased
1515
WAM
WT Asset Management
Hong Kong
$117M -$94.9M 2 4.64% Reduced
1516
Pacific Sage Partners
Pacific Sage Partners
Washington
$117M -$424K 6 18.5% Reduced
1517
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$116M +$3.69M 9 11.74% Increased
1518
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$116M -$5.22M 5 11.12% Reduced
1519
Nemes Rush Group
Nemes Rush Group
Michigan
$116M -$569K 16 10.91% Reduced
1520
HughesLittle Investment Management
HughesLittle Investment Management
$116M -$5.79M 2 19.19% Reduced
1521
Zevin Asset Management
Zevin Asset Management
Massachusetts
$116M -$2.77M 5 15.53% Reduced
1522
Blue Fin Capital
Blue Fin Capital
Rhode Island
$116M -$3.45M 6 17.95% Reduced
1523
GUB
Golden Unicorn BVI
$116M +$967K 2 15.48% Increased
1524
Jackson Wealth Management
Jackson Wealth Management
Florida
$115M +$2.76M 5 11.24% Increased
1525
Benchstone Capital Management
Benchstone Capital Management
New York
$115M -$17.3M 5 12.43% Reduced