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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
General American Investors
General American Investors
New York
$190M -$7.97M 3 15.53% Reduced
827
Howland Capital Management
Howland Capital Management
Massachusetts
$189M -$3.22M 8 10.21% Reduced
828
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$189M -$7.82M 6 1.38% Reduced
829
NFJ Investment Group
NFJ Investment Group
Texas
$189M +$19.9M 7 3.84% Increased
830
Wedbush Securities
Wedbush Securities
California
$189M +$8.37M 14 8.65% Increased
831
Quadrature Capital
Quadrature Capital
United Kingdom
$189M -$49.9M 9 7.59% Reduced
832
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$188M +$10.2M 17 6.45% Increased
833
First National Trust
First National Trust
Pennsylvania
$188M +$7.04M 7 9.73% Increased
834
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$186M +$2.66M 4 13.74% Increased
835
GAMCO Investors
GAMCO Investors
Connecticut
$186M -$5.83M 14 1.68% Reduced
836
Empire Life Investments
Empire Life Investments
Ontario, Canada
$186M +$698K 4 11.91% Increased
837
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$186M +$67.2M 12 4.3% Increased
838
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$186M +$14.4M 4 12.7% Increased
839
PFM
Parsec Financial Management
North Carolina
$185M -$2.46M 9 7.88% Reduced
840
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$185M +$7.65M 6 10.28% Increased
841
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$184M +$496K 10 3.63% Increased
842
VCM
Violich Capital Management
California
$184M -$3.18M 6 27.18% Reduced
843
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$183M -$409M 14 0.1% Reduced
844
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$182M +$36.5M 4 15.8% Increased
845
Sandy Spring Bank
Sandy Spring Bank
Maryland
$182M +$51.8K 17 9.25% Increased
846
Lakewood Capital Management
Lakewood Capital Management
New York
$182M -$50.1M 2 9.18% Reduced
847
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$181M +$4.73M 5 19.99% Increased
848
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$181M +$11.8M 9 9.11% Increased
849
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$181M +$2.88M 3 27.45% Increased
850
Wedge Capital Management
Wedge Capital Management
North Carolina
$181M -$8.12M 9 2.44% Reduced