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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
2351
Holowesko Partners
Holowesko Partners
Bahamas
$30.6M +$8.3M 2 10.23% Increased
2352
Aurora Investment Managers
Aurora Investment Managers
Florida
$30.5M -$1.27M 5 23.25% Reduced
2353
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$30.5M -$801K 9 8.4% Reduced
2354
Enterprise Bank & Trust
Enterprise Bank & Trust
Massachusetts
$30.4M +$1.26M 6 10.82% Increased
2355
AXS Investments
AXS Investments
New York
$30.4M -$3.28M 8 7.29% Reduced
2356
Camden National Bank
Camden National Bank
Maine
$30.4M -$1.06M 6 5.65% Reduced
2357
Security National Bank
Security National Bank
Nebraska
$30.4M +$137K 7 6.86% Increased
2358
Portolan Capital Management
Portolan Capital Management
Massachusetts
$30.3M -$3.81M 7 2.65% Reduced
2359
O'Neil Global Advisors
O'Neil Global Advisors
California
$30.3M +$14.2M 7 17.61% Increased
2360
L2 Asset Management
L2 Asset Management
Massachusetts
$30.3M +$21.5M 7 12.45% Increased
2361
Triodos Investment Management
Triodos Investment Management
Netherlands
$30.3M -$1.25M 1 2.96% Reduced
2362
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
$30.3M +$4.66M 5 16.5% Increased
2363
Chronos Wealth Management
Chronos Wealth Management
Florida
$30.2M -$209K 4 19.23% Reduced
2364
KLCM
KG&L Capital Management
Louisiana
$30.2M +$39.2K 6 12.63% Increased
2365
Univest Financial
Univest Financial
Pennsylvania
$30.2M -$27.2K 3 8.93% Reduced
2366
Magnus Financial Group
Magnus Financial Group
New York
$30.2M +$761K 8 3.96% Increased
2367
3G Capital Partners
3G Capital Partners
New York
$30.2M -$18.6M 2 18.42% Reduced
2368
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$30.2M -$1.85M 4 12.87% Reduced
2369
SKBA Capital Management
SKBA Capital Management
California
$30.2M -$3.61M 3 5.08% Reduced
2370
Foundry Partners
Foundry Partners
Minnesota
$30.1M -$4.61M 5 1.81% Reduced
2371
Court Place Advisors
Court Place Advisors
Maryland
$30.1M -$153K 5 9.9% Reduced
2372
Missouri Trust & Investment Company
Missouri Trust & Investment Company
Missouri
$30.1M +$1.07M 12 12.17% Increased
2373
TBH Global Asset Management
TBH Global Asset Management
Tennessee
$30.1M -$3.08M 7 6.14% Reduced
2374
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$30.1M +$4.15M 7 8.53% Increased
2375
Cincinnati Casualty Company
Cincinnati Casualty Company
Ohio
$30.1M $0 1 17.64% Maintained