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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
Light Street Capital Management
Light Street Capital Management
California
$70.5M +$26M 4 17.04% Increased
1602
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$70.2M -$2.88M 7 12.25% Reduced
1603
Sompo Asset Management
Sompo Asset Management
Japan
$70.2M +$2.22M 7 11.48% Increased
1604
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$70.1M -$1.37M 6 25.88% Reduced
1605
Nations Financial Group
Nations Financial Group
Iowa
$70M -$2.83M 7 5.9% Reduced
1606
Goelzer Investment Management
Goelzer Investment Management
Indiana
$69.9M +$851K 6 3.96% Increased
1607
Peak Asset Management
Peak Asset Management
Colorado
$69.8M +$1.51M 8 13.83% Increased
1608
Capco Asset Management
Capco Asset Management
Florida
$69.8M -$9.6M 2 16.74% Reduced
1609
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$69.7M +$7.13M 8 1.77% Increased
1610
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$69.7M +$6.62M 6 0.93% Increased
1611
Accredited Investors
Accredited Investors
Minnesota
$69.6M +$39.4M 7 4.47% Increased
1612
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$69.5M -$16.3M 6 22.98% Reduced
1613
Alfreton Capital
Alfreton Capital
United Kingdom
$69.4M -$68M 1 31.28% Reduced
1614
Avior Wealth Management
Avior Wealth Management
Nebraska
$69.3M +$12.1M 27 3.22% Increased
1615
Sky Investment Group
Sky Investment Group
Connecticut
$69.2M +$196K 7 13.32% Increased
1616
CAM
Centre Asset Management
New York
$69.1M -$6.07M 3 16.5% Reduced
1617
Bellevue Asset Management
Bellevue Asset Management
Washington
$69M +$645K 10 39.18% Increased
1618
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$69M +$9.44M 1 3.82% Increased
1619
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$68.9M -$1.67M 2 5.56% Reduced
1620
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$68.9M +$2.54M 18 3.54% Increased
1621
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$68.8M +$3.35M 6 7.55% Increased
1622
Griffin Asset Management
Griffin Asset Management
New York
$68.8M +$876K 6 8.21% Increased
1623
HughesLittle Investment Management
HughesLittle Investment Management
$68.7M -$523K 2 15.06% Reduced
1624
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$68.6M +$8.43M 13 8.97% Increased
1625
Cullen Investment Group
Cullen Investment Group
Louisiana
$68.6M -$432K 5 10.81% Reduced