← All themes

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
1676
Selkirk Management
Selkirk Management
New Jersey
$52.5M +$1.81M 3 40.93% Increased
1677
City Holding Co
City Holding Co
West Virginia
$52.4M -$968K 11 9.02% Reduced
1678
Meritech Capital Associates VI
Meritech Capital Associates VI
California
$52.3M +$65.4K 2 61.97% Increased
1679
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$52.2M +$2.6M 9 3.7% Increased
1680
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$52.2M +$420K 17 3.31% Increased
1681
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$52.2M +$45.2M 13 4.81% Increased
1682
Berry Street Capital Management
Berry Street Capital Management
United Kingdom
$52.1M +$8.92M 1 9.67% Increased
1683
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$51.9M +$8.85M 7 6.72% Increased
1684
HA
Harbor Advisors
Florida
$51.9M +$157K 6 11.04% Increased
1685
WA
Wealth Advisors
California
$51.9M +$100K 5 22.15% Increased
1686
De Burlo Group
De Burlo Group
Massachusetts
$51.9M +$7.21M 4 8.64% Increased
1687
AIS
AM Investment Strategies
Tennessee
$51.9M +$310K 7 16.26% Increased
1688
Nelson Capital Management
Nelson Capital Management
California
$51.9M -$2.53M 6 13.4% Reduced
1689
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$51.8M -$839K 14 10.36% Reduced
1690
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$51.7M -$192K 6 7.39% Reduced
1691
CreativeOne Wealth
CreativeOne Wealth
Kansas
$51.6M -$3.37M 10 2.4% Reduced
1692
Sendero Wealth Management
Sendero Wealth Management
Texas
$51.5M +$4.98M 5 11.26% Increased
1693
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$51.5M +$52.5M 2 2.44% New
1694
Quadrature Capital
Quadrature Capital
United Kingdom
$51.5M +$20.2M 8 1.13% Increased
1695
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$51.5M -$973K 8 5.97% Reduced
1696
MIM
Marco Investment Management
Georgia
$51.3M -$3.82M 7 5.54% Reduced
1697
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$51.3M +$14.7M 3 5.68% Increased
1698
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$51.2M -$3.33B 10 0.27% Reduced
1699
Cozad Asset Management
Cozad Asset Management
Illinois
$51.1M -$424K 7 6.38% Reduced
1700
Covenant Asset Management
Covenant Asset Management
New Jersey
$51M -$103K 5 12.94% Reduced