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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
1851
Alight Capital Management
Alight Capital Management
New York
$57.5M -$28.7M 9 19.84% Reduced
1852
Redpoint Management
Redpoint Management
California
$57.4M $0 1 10.72% Maintained
1853
Two Creeks Capital Management
Two Creeks Capital Management
New York
$57.3M +$482K 1 3.77% Increased
1854
Physicians Financial Services
Physicians Financial Services
North Carolina
$57.1M -$463K 6 17.76% Reduced
1855
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$57.1M -$29.7M 3 7.93% Reduced
1856
GJCM
Grand Jean Capital Management
California
$57M +$96.3K 4 12.76% Increased
1857
Driehaus Capital Management
Driehaus Capital Management
Illinois
$57M -$55.4M 7 0.49% Reduced
1858
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$57M -$379K 12 9.08% Reduced
1859
Constitution Capital
Constitution Capital
Connecticut
$57M -$3.59M 3 30.42% Reduced
1860
Journey Advisory Group
Journey Advisory Group
Kentucky
$57M -$182K 7 6.82% Reduced
1861
Certuity
Certuity
Florida
$56.9M +$620K 7 6.14% Increased
1862
HTLF Bank
HTLF Bank
Colorado
$56.9M -$2.81M 6 6.18% Reduced
1863
First Western Trust Bank
First Western Trust Bank
Colorado
$56.8M -$4.74M 6 2.56% Reduced
1864
Claro Advisors
Claro Advisors
Massachusetts
$56.8M +$5.91M 8 7.34% Increased
1865
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$56.8M +$116K 8 11.28% Increased
1866
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$56.8M +$31.9M 4 1.2% Increased
1867
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$56.7M -$2.67M 4 13.77% Reduced
1868
CBT
Central Bank & Trust
Kentucky
$56.7M -$3.26M 7 7.81% Reduced
1869
Romano Brothers & Co
Romano Brothers & Co
Illinois
$56.5M +$989K 6 7.04% Increased
1870
Invesco LLC (Illinois)
Invesco LLC (Illinois)
Illinois
$56.5M -$424K 7 22.53% Reduced
1871
Readystate Asset Management
Readystate Asset Management
Illinois
$56.4M +$3.37M 3 1.05% Increased
1872
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$56.4M +$1.78M 6 9.27% Increased
1873
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$56.3M +$3.57M 10 10.94% Increased
1874
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$56.2M +$15.6K 4 10.82% Increased
1875
M
MOTCO
Texas
$56.2M -$2.23M 8 5.61% Reduced