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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
676
Soros Fund Management
Soros Fund Management
New York
$318M -$1.48M 4 5.29% Reduced
677
Stephens Inc
Stephens Inc
Arkansas
$318M +$1.98M 10 4.93% Increased
678
Confluence Investment Management
Confluence Investment Management
Missouri
$317M -$9.9M 4 4.27% Reduced
679
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$316M -$32M 7 5.89% Reduced
680
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$315M +$36.5M 16 3.19% Increased
681
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$313M +$9.9M 13 15.83% Increased
682
NEI
Northwest & Ethical Investments
Ontario, Canada
$313M +$4.38M 8 9.02% Increased
683
TFP
Triple Frond Partners
California
$312M +$8.89M 3 35.56% Increased
684
Abrams Capital Management
Abrams Capital Management
Massachusetts
$312M -$36.5M 1 9.74% Reduced
685
Standard Investments
Standard Investments
New York
$312M +$116M 2 19.84% Increased
686
Verition Fund Management
Verition Fund Management
Connecticut
$310M -$309M 23 2.12% Reduced
687
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$309M +$53.2M 3 30.84% Increased
688
RWWM Inc
RWWM Inc
California
$308M +$30.7M 3 33.22% Increased
689
Modera Wealth Management
Modera Wealth Management
New Jersey
$307M -$1.32M 6 4.67% Reduced
690
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$304M -$6.53M 6 20.65% Reduced
691
Advisory Services Network
Advisory Services Network
Georgia
$304M +$12.2M 17 6.74% Increased
692
TCTC Holdings
TCTC Holdings
Texas
$304M -$5.25M 8 10.08% Reduced
693
Soma Equity Partners
Soma Equity Partners
California
$303M +$95M 3 17.74% Increased
694
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$303M +$1.52M 11 11.27% Increased
695
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$302M -$138M 3 1.56% Reduced
696
GPCM
Greenbrier Partners Capital Management
Texas
$299M +$3.78M 4 27.64% Increased
697
Meritage Group
Meritage Group
California
$296M +$6.2M 3 6.96% Increased
698
Norinchukin Bank
Norinchukin Bank
Japan
$295M +$7.51M 10 8.83% Increased
699
Old National Bancorp
Old National Bancorp
Indiana
$294M -$644K 7 6.97% Reduced
700
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$294M -$8.31M 3 10.53% Reduced