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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
726
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$126M +$11.7M 4 8.84% Increased
727
Covington Capital Management
Covington Capital Management
California
$125M -$275K 12 7.23% Reduced
728
General American Investors
General American Investors
New York
$125M -$5.6M 3 12.29% Reduced
729
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$123M +$1.73M 4 3.36% Increased
730
GC
Gobi Capital
California
$123M +$15.6M 1 18.8% Increased
731
PFC
Poplar Forest Capital
California
$123M -$28.8M 5 9.49% Reduced
732
Hancock Whitney
Hancock Whitney
Mississippi
$123M -$5.32M 10 4.02% Reduced
733
Corvex Management
Corvex Management
New York
$123M +$82.9M 3 6.07% Increased
734
Glenview Trust
Glenview Trust
Kentucky
$122M +$6.93M 6 7.41% Increased
735
Hyperion Asset Management
Hyperion Asset Management
Australia
$122M +$7.54M 3 35.91% Increased
736
Senator Investment Group
Senator Investment Group
New York
$122M -$41.4M 1 3.06% Reduced
737
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$122M +$66.4M 4 6.62% Increased
738
Eastern Bank
Eastern Bank
Massachusetts
$122M -$2.37M 7 7.59% Reduced
739
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$121M -$1.1M 6 6.38% Reduced
740
Veritable
Veritable
Delaware
$120M +$1.68M 12 2.35% Increased
741
First Long Island Investors
First Long Island Investors
New York
$120M +$1.53M 6 14.68% Increased
742
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$119M +$4.14M 11 9.67% Increased
743
NWQ Investment Management Company
NWQ Investment Management Company
California
$118M -$2.7M 3 2.86% Reduced
744
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$118M +$5.73M 8 8.32% Increased
745
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$118M -$367K 6 9.18% Reduced
746
Tremblant Capital Group
Tremblant Capital Group
Florida
$117M +$33M 1 6.74% Increased
747
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$117M -$9.07M 5 1.9% Reduced
748
OP
Oldfield Partners
United Kingdom
$117M +$9.9M 2 10.95% Increased
749
Soma Equity Partners
Soma Equity Partners
California
$117M +$8.59M 1 8.28% Increased
750
OI
Oakbrook Investments
Illinois
$117M -$17.9M 10 7.59% Reduced