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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
1701
Buckley Wealth Management
Buckley Wealth Management
Nevada
$41.6M -$587K 6 17.04% Reduced
1702
Edge Wealth Management
Edge Wealth Management
New York
$41.4M -$12.9M 9 9.41% Reduced
1703
VM
Venator Management
Pennsylvania
$41.4M +$39.8M 3 13.58% New
1704
Regal Investment Advisors
Regal Investment Advisors
Michigan
$41.4M +$40M 12 4.68% New
1705
KWMG
King Wealth Management Group
Florida
$41.3M +$415K 6 9.69% Increased
1706
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$41.3M +$3.85M 7 18.34% Increased
1707
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$41.3M -$795K 7 5.99% Reduced
1708
SIM
SW Investment Management
Colorado
$41.3M +$36.8M 2 25.28% New
1709
Regents of the University of California
Regents of the University of California
California
$41.2M +$49.2M 1 5.95% New
1710
TEC
Tiger Eye Capital
Tennessee
$41.1M -$47.5M 3 7.24% Reduced
1711
Hamilton Lane Advisors
Hamilton Lane Advisors
Pennsylvania
$41.1M +$17.6M 4 15.32% Increased
1712
Lincoln Capital
Lincoln Capital
Nebraska
$41.1M -$201K 4 13.35% Reduced
1713
RIT Capital Partners
RIT Capital Partners
United Kingdom
$41M -$11.3M 1 16.45% Reduced
1714
Crestline Management
Crestline Management
Texas
$40.9M +$33.8M 4 4.34% Increased
1715
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$40.7M +$2.39M 1 6.71% Increased
1716
MRCP
Manor Road Capital Partners
New York
$40.7M -$15.2M 1 19.39% Reduced
1717
SAM
Scopus Asset Management
New York
$40.7M -$53.9M 1 0.65% Reduced
1718
Realta Investment Advisors
Realta Investment Advisors
Delaware
$40.7M +$3.11M 9 11.52% Increased
1719
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$40.7M +$33.7K 7 9.38% Increased
1720
KSCM
Key Square Capital Management
Connecticut
$40.7M +$39.3M 1 9.75% New
1721
Fosun International
Fosun International
China
$40.6M +$6.43M 8 2.65% Increased
1722
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$40.6M +$3.91M 18 3.05% Increased
1723
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$40.4M -$21.8K 13 3.73% Reduced
1724
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$40.4M -$13.3M 8 6.13% Reduced
1725
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$40.4M +$2.49M 5 11.88% Increased