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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
SC
Shellback Capital
Massachusetts
$41.8M +$24.3M 3 2.78% Increased
2352
Plancorp LLC
Plancorp LLC
Missouri
$41.7M +$2.61M 8 1.44% Increased
2353
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$41.7M +$39.5M 5 1.7% Increased
2354
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$41.7M +$5.52M 6 5.27% Increased
2355
ZEGA Investments
ZEGA Investments
Florida
$41.6M +$993K 4 5.68% Increased
2356
Regents Gate Capital
Regents Gate Capital
United Kingdom
$41.6M +$37.5M 1 14.7% New
2357
Quattro Financial Advisors
Quattro Financial Advisors
Texas
$41.6M -$3.94M 4 14.64% Reduced
2358
Oarsman Capital
Oarsman Capital
Wisconsin
$41.6M -$665K 6 6.52% Reduced
2359
Klingman & Associates
Klingman & Associates
New York
$41.6M +$3.86M 6 2.29% Increased
2360
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$41.5M -$229K 4 3.21% Reduced
2361
Allen Capital Group
Allen Capital Group
Nebraska
$41.5M +$2.96M 7 4.26% Increased
2362
PFG Advisors
PFG Advisors
Arizona
$41.5M -$30M 6 1.92% Reduced
2363
GPC
Guardian Point Capital
Virginia
$41.5M +$19.8M 2 18.97% Increased
2364
MYDA Advisors
MYDA Advisors
New York
$41.4M -$19.7M 7 7.24% Reduced
2365
Moser Wealth Advisors
Moser Wealth Advisors
Washington
$41.3M +$3.48M 6 19.85% Increased
2366
Glassy Mountain Advisors
Glassy Mountain Advisors
Maryland
$41.3M +$91.4K 5 13.3% Increased
2367
DT Investment Partners
DT Investment Partners
Pennsylvania
$41.3M -$795K 8 3.71% Reduced
2368
Banque de Luxembourg
Banque de Luxembourg
Luxembourg
$41.3M -$122K 4 23.66% Reduced
2369
Intellus Advisors
Intellus Advisors
Florida
$41.2M +$841K 7 6.15% Increased
2370
AAM
AR Asset Management
California
$41.2M +$106K 5 9.16% Increased
2371
Enterprise Bank & Trust
Enterprise Bank & Trust
Massachusetts
$41.2M -$319K 6 15.4% Reduced
2372
RB Capital Management
RB Capital Management
Nevada
$41.2M +$901K 6 9.32% Increased
2373
Berkshire Bank
Berkshire Bank
Massachusetts
$41.2M -$2.02M 6 9.39% Reduced
2374
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$41.2M -$658K 7 5.19% Reduced
2375
Isthmus Partners
Isthmus Partners
Wisconsin
$41.1M +$16.1M 4 4.81% Increased