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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
2076
HLA
Hamilton Lane Advisors
Pennsylvania
$6.01M +$387K 2 2.86% Increased
2077
Ninety One North America
Ninety One North America
New York
$6M +$5.18M 2 1% Increased
2078
1GA
1st Global Advisors
Texas
$5.99M +$1.11M 6 0.85% Increased
2079
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$5.99M +$5.81M 1 0.82% New
2080
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$5.98M +$1.15M 1 0.38% Increased
2081
Kennedy Capital Management
Kennedy Capital Management
Missouri
$5.97M -$12.8M 1 0.12% Reduced
2082
Sky Investment Group
Sky Investment Group
Connecticut
$5.94M -$937K 3 2.94% Reduced
2083
TNAM
Terra Nova Asset Management
New York
$5.94M -$906K 4 6.95% Reduced
2084
NI
Nepsis Inc
Minnesota
$5.92M -$320K 1 3.18% Reduced
2085
OA
Outfitter Advisors
Virginia
$5.91M +$33.1K 4 2.34% Increased
2086
RHFI
Reilly Herbert Faulkner III
$5.91M -$123K 2 4.37% Reduced
2087
SSIA
Spero-Smith Investment Advisers
Ohio
$5.89M -$1.68M 3 7.38% Reduced
2088
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$5.88M -$1.09M 3 1.49% Reduced
2089
Avior Wealth Management
Avior Wealth Management
Nebraska
$5.88M +$27.9K 8 2.6% Increased
2090
PVWM
Point View Wealth Management
New Jersey
$5.86M +$297K 4 3.77% Increased
2091
Stanley Capital Management
Stanley Capital Management
Texas
$5.84M -$3.6M 2 5.54% Reduced
2092
Water Island Capital
Water Island Capital
New York
$5.84M -$23.4M 2 0.39% Reduced
2093
Holderness Investments Company
Holderness Investments Company
North Carolina
$5.82M -$22.4K 3 5.55% Reduced
2094
Westover Capital Advisors
Westover Capital Advisors
Delaware
$5.82M +$1.53M 2 4.91% Increased
2095
Hilton Capital Management
Hilton Capital Management
New York
$5.81M -$7.09M 3 1.91% Reduced
2096
RMAM
Raab & Moskowitz Asset Management
New Jersey
$5.81M -$1.16M 6 3.45% Reduced
2097
Bath Savings Trust
Bath Savings Trust
Maine
$5.77M -$95K 3 1.86% Reduced
2098
SRCM
Sterling Ridge Capital Management
New York
$5.76M -$6.75M 5 3.66% Reduced
2099
Laurion Capital Management
Laurion Capital Management
New York
$5.75M -$26.5M 3 0.09% Reduced
2100
Nine Masts Capital
Nine Masts Capital
Hong Kong
$5.74M +$5.11M 1 1.07% New