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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
1626
Meritech Capital Associates VI
Meritech Capital Associates VI
California
$46.4M $0 2 63.99% Maintained
1627
MIM
Marco Investment Management
Georgia
$46.4M -$2.86M 7 5.23% Reduced
1628
Iyo Bank
Iyo Bank
Japan
$46.3M $0 4 27.12% Maintained
1629
Invictus Private Wealth
Invictus Private Wealth
Colorado
$46.3M -$1.33M 7 5.45% Reduced
1630
Money Concepts Capital
Money Concepts Capital
Florida
$46.2M -$20.6M 11 2.58% Reduced
1631
Auxier Asset Management
Auxier Asset Management
Oregon
$46.2M -$416K 7 7.98% Reduced
1632
Qtron Investments
Qtron Investments
Massachusetts
$46.1M +$735K 12 9.48% Increased
1633
Oxbow Advisors
Oxbow Advisors
Texas
$46.1M +$670K 6 8.25% Increased
1634
Point72 Middle East FZE
Point72 Middle East FZE
United Arab Emirates
$46.1M +$27.5M 9 1.57% Increased
1635
Cyrus J. Lawrence
Cyrus J. Lawrence
New York
$46.1M +$325K 5 13.4% Increased
1636
Buckley Wealth Management
Buckley Wealth Management
Nevada
$46M -$4.18M 5 16.93% Reduced
1637
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$46M +$45.1M 1 11.05% New
1638
Mengis Capital Management
Mengis Capital Management
Oregon
$45.9M -$1.09M 6 9.67% Reduced
1639
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$45.8M -$4.81M 6 8.47% Reduced
1640
Nelson Capital Management
Nelson Capital Management
California
$45.8M +$535K 6 13.01% Increased
1641
Checchi Capital Advisers
Checchi Capital Advisers
California
$45.8M +$1.04M 10 4.42% Increased
1642
Wintrust Investments
Wintrust Investments
Illinois
$45.7M +$1.1M 6 5.83% Increased
1643
Westwind Capital
Westwind Capital
New Mexico
$45.7M -$608K 4 14.6% Reduced
1644
Arrow Financial
Arrow Financial
New York
$45.7M -$1.33M 9 5.95% Reduced
1645
Oakworth Capital
Oakworth Capital
Alabama
$45.6M -$6.4M 11 4.07% Reduced
1646
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors
California
$45.5M -$6.18M 6 23.48% Reduced
1647
Claret Asset Management
Claret Asset Management
Quebec, Canada
$45.5M +$413K 5 8.99% Increased
1648
Perry Creek Capital
Perry Creek Capital
New York
$45.5M $0 1 14.3% Maintained
1649
Sky Investment Group
Sky Investment Group
Connecticut
$45.5M +$106K 6 10.39% Increased
1650
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$45.4M +$1.12M 5 6.85% Increased