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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
1551
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$59.4M -$940K 6 2.95% Reduced
1552
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$59.4M +$4.16M 6 12.85% Increased
1553
Annex Advisory Services
Annex Advisory Services
Wisconsin
$59.4M -$3.68M 6 3.29% Reduced
1554
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$59.4M +$1.16M 7 3.28% Increased
1555
Waycross Partners
Waycross Partners
Kentucky
$59.3M +$12.2M 6 12.85% Increased
1556
Core Alternative Capital
Core Alternative Capital
Georgia
$59.2M -$8.05M 10 8.68% Reduced
1557
AO
Allen Operations
New York
$59.1M $0 3 13.11% Maintained
1558
Greenlight Capital
Greenlight Capital
New York
$59.1M -$54.8M 1 2.77% Reduced
1559
Point72 Middle East FZE
Point72 Middle East FZE
United Arab Emirates
$59.1M +$8.16M 13 1.64% Increased
1560
Hills Bank & Trust
Hills Bank & Trust
Iowa
$59.1M -$164K 7 7.59% Reduced
1561
PTB
Pioneer Trust Bank
Oregon
$58.9M -$2.88M 6 16.99% Reduced
1562
Regal Partners
Regal Partners
Australia
$58.9M -$46.9M 1 12.74% Reduced
1563
SC
Shellback Capital
Massachusetts
$58.8M +$36.8M 4 5.19% Increased
1564
Peak Asset Management
Peak Asset Management
Colorado
$58.7M -$1.27M 7 13.58% Reduced
1565
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$58.6M -$5.06K 7 9.16% Reduced
1566
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$58.4M +$1.56M 4 4.43% Increased
1567
TRB Advisors
TRB Advisors
New York
$57.9M $0 1 13.14% Maintained
1568
Walleye Trading
Walleye Trading
New York
$57.9M +$31.2M 11 0.17% Increased
1569
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$57.8M -$9.36M 4 7.34% Reduced
1570
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$57.7M -$2.28M 12 10.78% Reduced
1571
Rothschild Capital Partners
Rothschild Capital Partners
New York
$57.6M $0 4 21.24% Maintained
1572
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$57.6M -$376K 5 2.61% Reduced
1573
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$57.6M +$28.8K 6 25.65% Increased
1574
NBT Bank
NBT Bank
New York
$57.5M -$570K 6 8.22% Reduced
1575
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$57.5M -$1.67M 4 7.93% Reduced