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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
1601
Park Presidio Capital
Park Presidio Capital
California
$47.6M +$346K 1 11.81% Increased
1602
Valicenti Advisory Services
Valicenti Advisory Services
New York
$47.5M +$1.1M 6 15.82% Increased
1603
Palisade Capital Management
Palisade Capital Management
New Jersey
$47.4M -$11.7M 6 1.28% Reduced
1604
Engineers Gate Manager
Engineers Gate Manager
New York
$47.4M +$16.9M 17 1.98% Increased
1605
Vision Capital Management
Vision Capital Management
Oregon
$47.4M -$680K 4 8.59% Reduced
1606
Princeton Capital Management
Princeton Capital Management
New Jersey
$47.3M -$3.2M 5 20.26% Reduced
1607
Ashburton (Jersey)
Ashburton (Jersey)
Jersey
$47.2M -$3.55K 5 21.99% Reduced
1608
Courier Capital
Courier Capital
New York
$47.2M -$404K 6 5.22% Reduced
1609
Hamilton Wealth
Hamilton Wealth
California
$47.2M +$3.38M 5 16.63% Increased
1610
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$47.1M +$4.34M 3 9.53% Increased
1611
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$47.1M -$871K 11 2.69% Reduced
1612
Atika Capital Management
Atika Capital Management
New York
$47.1M +$29.5M 5 6.96% Increased
1613
Tremblant Capital Group
Tremblant Capital Group
Florida
$47.1M -$13M 3 4.99% Reduced
1614
Boothbay Fund Management
Boothbay Fund Management
New York
$47M -$1.86M 14 0.97% Reduced
1615
Exchange Capital Management
Exchange Capital Management
Michigan
$46.9M +$1.58M 5 9.53% Increased
1616
CreativeOne Wealth
CreativeOne Wealth
Kansas
$46.9M -$284K 11 2.31% Reduced
1617
Empowered Funds
Empowered Funds
Pennsylvania
$46.9M +$23.6M 10 2.76% Increased
1618
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$46.8M +$2.95M 6 5.67% Increased
1619
Perseverance Asset Management International
Perseverance Asset Management International
Cayman Islands
$46.7M +$10.1M 2 15.49% Increased
1620
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$46.6M +$1.22M 2 14.89% Increased
1621
First Nebraska Trust
First Nebraska Trust
Nebraska
$46.6M +$4.26K 7 5.87% Increased
1622
IAIM
International Assets Investment Management
Florida
$46.5M -$30.9M 16 6.73% Reduced
1623
Sycomore Asset Management
Sycomore Asset Management
France
$46.4M +$11.1M 7 13.29% Increased
1624
Community Bank
Community Bank
New York
$46.4M +$855K 9 6.27% Increased
1625
Private Management Group
Private Management Group
California
$46.4M +$9.16M 5 2.09% Increased