Why some companies in the cloud software space are doing so well

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Brad Slingerlend, NZS Capital co-founder, and Chris Retzler, Needham Growth Fund portfolio manager, join 'Squawk Alley' to discuss how they're looking at the cloud space as clear winners begin to emerge. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi

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