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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
Rikoon Group
Rikoon Group
New Mexico
$30.6M +$199K 8 8.14% Increased
2052
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$30.6M $0 5 6.35% Maintained
2053
CCM
Conway Capital Management
California
$30.5M -$508K 6 22.81% Reduced
2054
Corda Investment Management
Corda Investment Management
Texas
$30.4M -$628K 3 2.76% Reduced
2055
Woodline Partners
Woodline Partners
California
$30.3M -$117M 2 0.67% Reduced
2056
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$30.2M +$396K 9 2.57% Increased
2057
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$30.2M +$1.2M 4 4.95% Increased
2058
Beech Hill Advisors
Beech Hill Advisors
New York
$30.1M +$4M 7 12.49% Increased
2059
Berger Financial Group
Berger Financial Group
Minnesota
$30.1M +$1.57M 7 6.55% Increased
2060
Myriad Asset Management
Myriad Asset Management
Hong Kong
$30.1M +$29M 3 3.12% Increased
2061
SOA Wealth Advisors
SOA Wealth Advisors
New York
$30M +$434K 12 8.41% Increased
2062
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$30M +$1.97M 7 15.74% Increased
2063
MJP
Michael J. Puzo
$30M -$1.11M 4 9.55% Reduced
2064
Formula Growth
Formula Growth
Quebec, Canada
$29.9M +$4.06M 4 4.3% Increased
2065
SFE Investment Counsel
SFE Investment Counsel
California
$29.9M +$5.72M 7 8.7% Increased
2066
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands
Netherlands
$29.9M +$7.4M 3 3.99% Increased
2067
Bandera Partners
Bandera Partners
New York
$29.9M $0 3 11.74% Maintained
2068
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$29.8M +$2.48M 4 8.45% Increased
2069
PCMK
Paragon Capital Management (Kansas)
Kansas
$29.8M -$1.42M 4 14.95% Reduced
2070
Toth Financial Advisory
Toth Financial Advisory
Virginia
$29.8M -$2.28M 12 4.76% Reduced
2071
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$29.8M +$1.27M 6 2.42% Increased
2072
Stratos Investment Management
Stratos Investment Management
Ohio
$29.7M -$1.62M 5 9.38% Reduced
2073
Chapman Investment Management
Chapman Investment Management
California
$29.6M -$722K 3 18.69% Reduced
2074
Steamboat Capital Partners
Steamboat Capital Partners
New York
$29.6M +$134K 3 8.74% Increased
2075
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
$29.6M +$1.66M 5 13.03% Increased