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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
2426
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC)
Missouri
$10.3M +$4.44M 13 2.24% Increased
2427
Aevitas Wealth Management
Aevitas Wealth Management
Massachusetts
$10.3M +$900K 8 9.14% Increased
2428
FNY Investment Advisers
FNY Investment Advisers
New York
$10.3M +$3.77M 7 3.51% Increased
2429
Gradient Investments
Gradient Investments
Minnesota
$10.2M +$892K 12 0.66% Increased
2430
ABP
Arthur B. Page
$10.2M +$711K 3 8.54% Increased
2431
SRFM
Shannon River Fund Management
New York
$10.2M +$8.92M 1 1.78% New
2432
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co
Missouri
$10.2M +$359K 6 7.15% Increased
2433
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$10.2M +$3.43M 3 0.99% Increased
2434
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$10.2M -$1.24M 3 5.01% Reduced
2435
CSA
Cottage Street Advisors
Massachusetts
$10.2M -$122K 5 6.25% Reduced
2436
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$10.2M +$3.25M 3 6.17% Increased
2437
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$10.2M +$25K 4 4.53% Increased
2438
PagnatoKarp Partners
PagnatoKarp Partners
Virginia
$10.2M +$1.63M 8 2.28% Increased
2439
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services
Connecticut
$10.1M -$427K 6 7.97% Reduced
2440
HCM
Highlander Capital Management
New Jersey
$10.1M -$562K 11 6.28% Reduced
2441
AMI Investment Management
AMI Investment Management
Indiana
$10.1M +$361K 4 5.34% Increased
2442
Ocean Arete
Ocean Arete
Hong Kong
$10.1M +$9.33M 1 28.26% New
2443
Corsair Capital Management
Corsair Capital Management
New York
$10.1M +$1.36M 2 3.1% Increased
2444
Kennedy Capital Management
Kennedy Capital Management
Missouri
$10.1M -$5.27M 2 0.24% Reduced
2445
DI
Diligent Investors
California
$10.1M +$415K 6 5.75% Increased
2446
Freedom Day Solutions
Freedom Day Solutions
Texas
$10.1M +$2.45M 5 8.27% Increased
2447
Hansberger Growth Investors
Hansberger Growth Investors
Wisconsin
$10.1M +$203K 1 9.9% Increased
2448
Benedict Financial Advisors
Benedict Financial Advisors
Georgia
$10.1M -$338K 1 4.36% Reduced
2449
Glacier Peak Capital
Glacier Peak Capital
Washington
$10.1M -$4.57M 5 9.18% Reduced
2450
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$10M +$2.18M 7 1.7% Increased