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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
Two Sigma Securities
Two Sigma Securities
New York
$70.9M -$79.3M 14 1.2% Reduced
1627
Headlands Technologies
Headlands Technologies
Illinois
$70.7M -$45.5M 9 8.13% Reduced
1628
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$70.6M -$10.8M 5 22.72% Reduced
1629
Globeflex Capital
Globeflex Capital
California
$70.6M +$16.6M 9 6.76% Increased
1630
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$70.6M -$602K 5 8.08% Reduced
1631
Algert Global
Algert Global
California
$70.5M +$51M 12 1.9% Increased
1632
Glynn Capital Management
Glynn Capital Management
California
$70.5M -$6.56M 7 16.14% Reduced
1633
Sompo Asset Management
Sompo Asset Management
Japan
$70.4M +$1.44M 7 11.04% Increased
1634
Strategic Planning Group
Strategic Planning Group
Utah
$70.4M +$1.26M 6 13.88% Increased
1635
City Holding Co
City Holding Co
West Virginia
$70.3M -$766K 11 9.76% Reduced
1636
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$70.3M +$10.5M 6 4.44% Increased
1637
Owl Creek Asset Management
Owl Creek Asset Management
New York
$70.3M +$28.7M 2 2.81% Increased
1638
Keystone Investors
Keystone Investors
Singapore
$70.3M -$101M 4 5.14% Reduced
1639
Avior Wealth Management
Avior Wealth Management
Nebraska
$70.2M +$2.35M 25 2.8% Increased
1640
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$70.1M -$3.81M 3 6.88% Reduced
1641
WoodTrust Financial
WoodTrust Financial
Wisconsin
$70.1M +$1.31M 7 9.97% Increased
1642
CFM Wealth Partners
CFM Wealth Partners
Texas
$70.1M +$226K 5 12.24% Increased
1643
Westwind Capital
Westwind Capital
New Mexico
$70M +$54.5M 4 16.99% Increased
1644
Vision Capital Management
Vision Capital Management
Oregon
$70M +$335K 4 9.86% Increased
1645
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$69.9M -$25.7M 9 3.02% Reduced
1646
Warther Private Wealth
Warther Private Wealth
Ohio
$69.8M +$9.3M 6 24.47% Increased
1647
Forum Financial Management
Forum Financial Management
Illinois
$69.7M +$2.05M 13 1.16% Increased
1648
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors
Illinois
$69.6M +$26.7M 3 23.7% Increased
1649
Cozad Asset Management
Cozad Asset Management
Illinois
$69.5M -$948K 7 6.64% Reduced
1650
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$69.4M $0 2 39.23% Maintained