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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
1651
CL
CIM LLC
New York
$52.4M -$521K 4 8.15% Reduced
1652
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$52.1M -$4.74M 2 12.39% Reduced
1653
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$52.1M +$5.87M 5 11.6% Increased
1654
Tompkins Financial
Tompkins Financial
New York
$52M +$53.6M 6 9.51% New
1655
Keel Point
Keel Point
Alabama
$51.9M -$789K 8 6.71% Reduced
1656
GJCM
Grand Jean Capital Management
California
$51.8M +$385K 5 13.07% Increased
1657
Newport Trust Company
Newport Trust Company
District of Columbia
$51.7M -$218K 2 0.14% Reduced
1658
Kercheville Advisors
Kercheville Advisors
Texas
$51.7M +$2.04M 5 24.51% Increased
1659
Payden & Rygel
Payden & Rygel
California
$51.7M -$1.09M 4 2.68% Reduced
1660
MIM
Marco Investment Management
Georgia
$51.7M +$408K 7 5.69% Increased
1661
PFG Advisors
PFG Advisors
Arizona
$51.6M -$542K 8 5.71% Reduced
1662
Trust Asset Management
Trust Asset Management
Texas
$51.6M +$2.8M 6 7.1% Increased
1663
Wintrust Investments
Wintrust Investments
Illinois
$51.5M -$47.4M 5 6.96% Reduced
1664
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$51.3M -$6.02M 7 16.27% Reduced
1665
Aviance Capital Partners
Aviance Capital Partners
Florida
$51.3M -$5.71M 7 9.06% Reduced
1666
FourThought Financial
FourThought Financial
Florida
$51.3M +$98.6K 19 6.85% Increased
1667
Covenant Asset Management
Covenant Asset Management
New Jersey
$51.2M -$365K 5 15.2% Reduced
1668
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$51.2M +$1.73M 8 6.3% Increased
1669
LCH
Lee Capital Holdings
New York
$51.2M -$4.69M 4 26.83% Reduced
1670
Sentry Investment Management
Sentry Investment Management
Wisconsin
$51M -$10.7M 11 14.84% Reduced
1671
CMG
Cavalry Management Group
California
$51M -$20.2M 2 5.07% Reduced
1672
Checchi Capital Advisers
Checchi Capital Advisers
California
$50.9M -$1.62M 10 5.04% Reduced
1673
Auxier Asset Management
Auxier Asset Management
Oregon
$50.9M -$149K 7 8.61% Reduced
1674
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$50.8M +$243K 14 4.14% Increased
1675
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$50.8M +$5.5M 2 16.42% Increased