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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
1751
HLC
Hunt Lane Capital
New York
$48.2M -$38.4M 1 8.21% Reduced
1752
Paloma Partners
Paloma Partners
Connecticut
$48.1M -$22.1M 18 0.87% Reduced
1753
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$48.1M +$744K 7 12.29% Increased
1754
Anomaly Capital Management
Anomaly Capital Management
New York
$48M +$7.46M 2 3.03% Increased
1755
Bellevue Asset Management
Bellevue Asset Management
Washington
$48M -$3.83M 12 29.28% Reduced
1756
Private Trust Company
Private Trust Company
Ohio
$47.8M -$245K 6 7.24% Reduced
1757
Regal Investment Advisors
Regal Investment Advisors
Michigan
$47.8M +$45.4M 14 4.79% New
1758
Trust Asset Management
Trust Asset Management
Texas
$47.8M +$4.56M 6 6.49% Increased
1759
HI
Handelsinvest Investeringsforvaltning
Denmark
$47.7M +$2.63M 5 5.3% Increased
1760
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$47.6M $0 2 33.67% Maintained
1761
Quadrant Capital Group
Quadrant Capital Group
Ohio
$47.6M +$30.1K 26 6.9% Increased
1762
Foster & Motley
Foster & Motley
Ohio
$47.5M +$512K 6 3.98% Increased
1763
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$47.5M $0 4 11.03% Maintained
1764
Intellectus Partners
Intellectus Partners
California
$47.4M +$1.08M 8 10.68% Increased
1765
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$47.4M -$288K 7 3.54% Reduced
1766
MIG Capital
MIG Capital
California
$47.3M -$6.37M 1 4.19% Reduced
1767
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$47.2M +$503K 8 8.23% Increased
1768
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$47.2M +$34.1K 6 8.27% Increased
1769
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$47.2M -$33.4M 4 0.36% Reduced
1770
Sky Investment Group
Sky Investment Group
Connecticut
$47.2M +$15.9K 7 10.63% Increased
1771
KCP
KDI Capital Partners
North Carolina
$47.2M +$2.35M 4 15.54% Increased
1772
Emerson Point Capital
Emerson Point Capital
New York
$47.2M +$35M 2 6.94% Increased
1773
GHP Investment Advisors
GHP Investment Advisors
Colorado
$47.1M +$1.11M 7 3.79% Increased
1774
Connors Investor Services
Connors Investor Services
Pennsylvania
$47.1M +$44.9K 3 4.91% Increased
1775
Intact Investment Management
Intact Investment Management
Quebec, Canada
$47M +$3.06M 7 1.33% Increased