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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
1576
Pembroke Management
Pembroke Management
Quebec, Canada
$29.7M -$6.22M 2 3.23% Reduced
1577
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$29.7M -$819K 6 3.84% Reduced
1578
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$29.7M $0 1 4.01% Maintained
1579
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$29.7M -$474K 6 8.51% Reduced
1580
Crossvault Capital Management
Crossvault Capital Management
Texas
$29.6M -$507K 4 14.14% Reduced
1581
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$29.5M +$13.8K 8 5.45% Increased
1582
De Burlo Group
De Burlo Group
Massachusetts
$29.5M -$8.27M 2 6.64% Reduced
1583
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$29.4M +$3.46M 1 1.27% Increased
1584
Atika Capital Management
Atika Capital Management
New York
$29.4M +$1.27M 3 6.19% Increased
1585
Prelude Capital Management
Prelude Capital Management
New York
$29.3M +$11.2M 12 1.32% Increased
1586
Gladius Capital Management
Gladius Capital Management
Illinois
$29.3M +$13.6M 4 1.34% Increased
1587
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$29.2M -$553K 8 5.1% Reduced
1588
LVM Capital Management
LVM Capital Management
Michigan
$29.2M -$242K 6 6.21% Reduced
1589
Oribel Capital Management
Oribel Capital Management
New York
$29.2M -$31.4M 1 3.56% Reduced
1590
Brio Consultants
Brio Consultants
California
$29.2M -$13.3K 1 10.93% Reduced
1591
Slow Capital
Slow Capital
California
$29.1M +$4.19M 10 10.31% Increased
1592
Empirical Wealth Management
Empirical Wealth Management
Washington
$29.1M +$2.31M 8 3.52% Increased
1593
Arden Trust
Arden Trust
Delaware
$29.1M -$912K 10 4.74% Reduced
1594
Essex Financial Services
Essex Financial Services
Connecticut
$29.1M -$585K 7 9.37% Reduced
1595
Strategy Asset Managers
Strategy Asset Managers
California
$29.1M -$306K 4 8.65% Reduced
1596
RCM
Ratan Capital Management
Florida
$29M +$1.68M 4 15.34% Increased
1597
Accident Compensation Corp
Accident Compensation Corp
New Zealand
$28.9M +$1.03M 7 6.86% Increased
1598
Mengis Capital Management
Mengis Capital Management
Oregon
$28.8M +$1.01M 6 8.59% Increased
1599
Capco Asset Management
Capco Asset Management
Florida
$28.8M +$1.01M 1 14.35% Increased
1600
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$28.8M -$246K 6 1.98% Reduced