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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
1726
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$49.4M -$14M 3 4.85% Reduced
1727
Kepos Capital
Kepos Capital
New York
$49.4M +$44.8M 4 9.04% New
1728
Wright Investors Service
Wright Investors Service
Connecticut
$49.3M +$1.49M 8 13.9% Increased
1729
LA
Lynch & Associates
Indiana
$49.2M -$21.3K 4 12.58% Reduced
1730
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$49.1M +$2.14M 8 8.1% Increased
1731
EdenTree Asset Management
EdenTree Asset Management
United Kingdom
$49M +$46.1M 3 16.84% New
1732
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$49M +$1.32M 10 4.85% Increased
1733
Monetary Management Group
Monetary Management Group
Missouri
$49M -$11.2M 8 15.03% Reduced
1734
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$49M +$27.7M 6 7.78% Increased
1735
RWC Asset Advisors
RWC Asset Advisors
Florida
$49M -$45.6M 1 4.68% Reduced
1736
BCM
Bayesian Capital Management
New York
$48.9M +$11.6M 15 5.26% Increased
1737
First Interstate Bank
First Interstate Bank
Montana
$48.8M -$2.75M 6 4.03% Reduced
1738
Community Bank
Community Bank
New York
$48.8M -$3.38M 10 6.44% Reduced
1739
WCM
Woodson Capital Management
Connecticut
$48.6M +$20.3M 2 7.35% Increased
1740
PEAK6 Investments
PEAK6 Investments
Illinois
$48.6M -$48.3M 10 0.22% Reduced
1741
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$48.5M -$3.56M 12 6.64% Reduced
1742
NKCFO LLC
NKCFO LLC
Illinois
$48.5M +$753K 5 22.35% Increased
1743
Lincoln Capital
Lincoln Capital
Nebraska
$48.5M +$175K 5 12.47% Increased
1744
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$48.4M $0 2 15.79% Maintained
1745
Untitled Investments
Untitled Investments
New York
$48.3M -$23.6M 3 17.2% Reduced
1746
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$48.2M -$1.56M 6 4.96% Reduced
1747
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$48.2M +$86.1K 6 12.9% Increased
1748
Engineers Gate Manager
Engineers Gate Manager
New York
$48.2M -$5.45M 22 1.82% Reduced
1749
Forum Financial Management
Forum Financial Management
Illinois
$48.2M +$5.94M 9 1.08% Increased
1750
PWW
Pettyjohn Wood & White
Virginia
$48.2M +$444K 6 11.08% Increased