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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
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
$53.2M -$4.52M 1 7.62% Reduced
2077
CL
CIM LLC
New York
$53.2M -$17.9K 6 7.16% Reduced
2078
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$53.1M +$17.8M 3 27.2% Increased
2079
Bienville Capital Management
Bienville Capital Management
New York
$53.1M +$11.2M 5 10.47% Increased
2080
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$53.1M $0 1 1.99% Maintained
2081
America First Investment Advisors
America First Investment Advisors
Nebraska
$53.1M -$458K 4 10.59% Reduced
2082
Freshford Capital Management
Freshford Capital Management
New York
$53M -$32.5M 2 12.29% Reduced
2083
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$53M +$247K 4 7.78% Increased
2084
Avantax Planning Partners
Avantax Planning Partners
Iowa
$52.9M +$1.3M 7 1.68% Increased
2085
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$52.9M +$4.57M 7 6.08% Increased
2086
WESPAC Advisors SoCal
WESPAC Advisors SoCal
California
$52.8M +$2.61M 5 11.78% Increased
2087
Watts Gwilliam & Co
Watts Gwilliam & Co
Arizona
$52.7M -$41K 7 8.66% Reduced
2088
Amiral Gestion
Amiral Gestion
France
$52.7M +$8.34M 2 22.71% Increased
2089
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$52.7M +$1.62M 6 2.9% Increased
2090
First Interstate Bank
First Interstate Bank
Montana
$52.6M -$151K 6 3.09% Reduced
2091
Evelyn Partners Asset Management
Evelyn Partners Asset Management
$52.5M +$3.19M 5 13.31% Increased
2092
RGC
Rubicon Global Capital
United Kingdom
$52.5M $0 3 8.3% Maintained
2093
Occidental Asset Management
Occidental Asset Management
California
$52.5M +$3.9M 8 7.24% Increased
2094
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$52.4M -$1.24M 6 6.14% Reduced
2095
Grafton Street Partners
Grafton Street Partners
Florida
$52.4M +$2.36M 4 33.08% Increased
2096
Accent Capital Management
Accent Capital Management
Ohio
$52.4M +$897K 8 23.36% Increased
2097
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$52.4M -$15.1M 16 1.28% Reduced
2098
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$52.2M +$630K 9 7.22% Increased
2099
CV Advisors
CV Advisors
Florida
$52.2M +$598K 4 16.04% Increased
2100
Canal Capital Management
Canal Capital Management
Virginia
$52.2M +$2.54M 6 8.23% Increased