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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
1876
Grosvenor Holdings
Grosvenor Holdings
Illinois
$29.4M -$69.8M 1 2.17% Reduced
1877
Farmers Trust Company
Farmers Trust Company
Ohio
$29.4M -$545K 5 8.06% Reduced
1878
Trust Company of Kansas
Trust Company of Kansas
Kansas
$29.4M -$994K 4 14.9% Reduced
1879
Jackson Square Capital
Jackson Square Capital
California
$29.4M -$1.59M 15 12.93% Reduced
1880
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$29.3M -$5.65M 4 10.49% Reduced
1881
Condor Capital Management
Condor Capital Management
New Jersey
$29.3M -$1.63M 6 4.27% Reduced
1882
Arbor Wealth Management (Florida)
Arbor Wealth Management (Florida)
Florida
$29.3M +$3.1M 3 11.63% Increased
1883
Riverstone Advisors
Riverstone Advisors
Texas
$29.3M -$147K 2 19.47% Reduced
1884
PT
Plimoth Trust
Massachusetts
$29.2M -$810K 7 9.8% Reduced
1885
SWK
Stephen W. Kidder
$29.2M -$637K 4 10.35% Reduced
1886
Riverpark Capital Management
Riverpark Capital Management
New York
$29.2M +$16.6M 6 15.42% Increased
1887
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$29.2M -$745K 9 4.39% Reduced
1888
Vicus Capital
Vicus Capital
Pennsylvania
$29.1M +$319K 7 4.13% Increased
1889
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$29M +$996K 6 11.86% Increased
1890
Kingstown Capital Management
Kingstown Capital Management
New York
$29M -$19.7M 2 17.86% Reduced
1891
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$29M +$358K 6 2.74% Increased
1892
Holowesko Partners
Holowesko Partners
Bahamas
$28.9M -$20.1M 1 4.86% Reduced
1893
PCMK
Paragon Capital Management (Kansas)
Kansas
$28.9M +$390K 3 16.46% Increased
1894
Walleye Trading
Walleye Trading
New York
$28.9M -$99.2M 11 0.15% Reduced
1895
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$28.8M -$4.42M 2 17.06% Reduced
1896
Stratos Investment Management
Stratos Investment Management
Ohio
$28.7M +$913K 5 10.41% Increased
1897
Virtue Capital Management
Virtue Capital Management
Tennessee
$28.7M +$1.75M 10 7.05% Increased
1898
TrustCore Financial Services
TrustCore Financial Services
Tennessee
$28.6M +$203K 11 4.35% Increased
1899
Hourglass Capital
Hourglass Capital
Texas
$28.6M -$905K 7 9.65% Reduced
1900
ECG
EPIQ Capital Group
California
$28.6M -$6.14M 1 4.09% Reduced