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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
826
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$99.3M -$7.55M 2 27.75% Reduced
827
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$99.2M -$165K 6 6.47% Reduced
828
InterOcean Capital
InterOcean Capital
Illinois
$98.8M +$4.52M 6 8.91% Increased
829
KCM Investment Advisors
KCM Investment Advisors
California
$98.1M +$5.74M 7 5.88% Increased
830
Burney Company
Burney Company
Virginia
$98.1M +$1.16M 12 5.95% Increased
831
Chilton Capital Management
Chilton Capital Management
Texas
$97.9M +$408K 5 8.4% Increased
832
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$97.9M -$3.02M 8 36.48% Reduced
833
Cetera Advisor Networks
Cetera Advisor Networks
California
$97.4M +$525K 11 3% Increased
834
Barton Investment Management
Barton Investment Management
Pennsylvania
$97.3M -$870K 5 14.54% Reduced
835
RIG
Roosevelt Investment Group
New York
$97.3M -$6.89M 6 11.38% Reduced
836
Old National Bancorp
Old National Bancorp
Indiana
$97.1M +$2.09M 9 4.94% Increased
837
Summitry LLC
Summitry LLC
California
$97M +$1.73M 5 7.98% Increased
838
AA
Ancient Art
Texas
$96.7M -$28.8M 1 15.33% Reduced
839
Cortland Associates
Cortland Associates
Missouri
$96.4M -$848K 6 15.24% Reduced
840
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$96.3M -$318K 6 5.21% Reduced
841
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$96M -$5.46M 5 9.77% Reduced
842
Timucuan Asset Management
Timucuan Asset Management
Florida
$95.9M +$5.88M 1 5.45% Increased
843
Granite Investment Partners
Granite Investment Partners
California
$95.9M +$382K 6 5.14% Increased
844
Parallel Advisors
Parallel Advisors
California
$95.5M +$37.1M 18 9.32% Increased
845
Palladium Partners
Palladium Partners
Virginia
$95.4M -$388K 6 6.6% Reduced
846
GC
Gobi Capital
California
$95.2M +$19.9M 1 18.99% Increased
847
ARK Investment Management
ARK Investment Management
Florida
$95.2M +$39M 7 2.4% Increased
848
CGL
Clarius Group LLC
Washington
$94.8M -$6.62M 7 19.07% Reduced
849
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$94.8M -$20.4M 1 1.15% Reduced
850
Tremblant Capital Group
Tremblant Capital Group
Florida
$94.2M +$9.31M 1 5.77% Increased