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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
2051
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$16M +$15.8M 6 19.73% New
2052
LHC
Lodge Hill Capital
New York
$16M +$1.28M 2 3.8% Increased
2053
Lunia Capital
Lunia Capital
Texas
$16M -$16.5M 2 5.84% Reduced
2054
Optima Fund Management
Optima Fund Management
New York
$15.9M -$6.79M 6 27.22% Reduced
2055
Credential Qtrade Securities
Credential Qtrade Securities
$15.9M -$57K 8 2.62% Reduced
2056
Callodine Capital Management
Callodine Capital Management
Massachusetts
$15.9M +$10.8M 1 6.91% Increased
2057
MA
Menlo Advisors
California
$15.8M +$3.17K 3 10.91% Increased
2058
White Pine Investment Company
White Pine Investment Company
Michigan
$15.8M -$4.37M 3 7.48% Reduced
2059
Welch Capital Partners
Welch Capital Partners
New York
$15.8M +$3.77M 3 5.37% Increased
2060
Ashmore Group
Ashmore Group
United Kingdom
$15.8M -$20M 1 8.85% Reduced
2061
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$15.8M -$2.47M 2 0.76% Reduced
2062
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$15.8M +$2.65M 1 11.63% Increased
2063
Gladius Capital Management
Gladius Capital Management
Illinois
$15.8M -$27.4M 5 0.94% Reduced
2064
Harbour Investment Management
Harbour Investment Management
Washington
$15.7M +$266K 3 11.1% Increased
2065
Jackson Wealth Management
Jackson Wealth Management
Florida
$15.7M +$1.37M 2 3.42% Increased
2066
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$15.7M +$11.4M 7 4.53% Increased
2067
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$15.7M -$32.2M 22 1.06% Reduced
2068
Parkside Investments
Parkside Investments
Illinois
$15.6M +$1.03M 5 4.07% Increased
2069
Northstar Wealth Partners
Northstar Wealth Partners
Connecticut
$15.6M -$140K 7 6.96% Reduced
2070
III
Independent Investors Inc
New York
$15.6M -$16K 5 6.01% Reduced
2071
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$15.6M -$13.4K 6 5.3% Reduced
2072
Sandler Capital Management
Sandler Capital Management
New York
$15.6M -$26M 1 1.04% Reduced
2073
IndexIQ Advisors
IndexIQ Advisors
New York
$15.5M -$921K 5 0.48% Reduced
2074
Ferris Capital
Ferris Capital
Massachusetts
$15.5M -$1.03M 6 5.76% Reduced
2075
GCM
Grisanti Capital Management
New York
$15.5M -$4.33M 4 8.45% Reduced