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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
851
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$232M -$10.2M 10 13.7% Reduced
852
First National Trust
First National Trust
Pennsylvania
$231M +$1.87M 8 9.52% Increased
853
HMP
HS Management Partners
New York
$231M -$81.8M 2 12.77% Reduced
854
Graham Holdings Company
Graham Holdings Company
Virginia
$231M -$468K 1 28.42% Reduced
855
Ancora Advisors
Ancora Advisors
Ohio
$231M -$40.2K 15 5.73% Reduced
856
GAM Holding
GAM Holding
Switzerland
$231M -$21.5M 6 17.69% Reduced
857
Community Trust & Investment
Community Trust & Investment
Kentucky
$230M -$3.42M 5 15.67% Reduced
858
YCG LLC
YCG LLC
Texas
$229M -$38.7M 3 18.7% Reduced
859
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$229M +$3.18M 8 13.02% Increased
860
Hosking Partners
Hosking Partners
United Kingdom
$228M -$3.8M 3 8.42% Reduced
861
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$227M +$5.81M 21 3.99% Increased
862
Wedge Capital Management
Wedge Capital Management
North Carolina
$227M +$4.14M 8 4.02% Increased
863
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$227M -$90M 1 6.82% Reduced
864
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$226M $0 4 5.97% Maintained
865
Mill Capital Management
Mill Capital Management
North Carolina
$225M -$501K 6 18.61% Reduced
866
Howard Capital Management Group
Howard Capital Management Group
California
$225M -$1.48M 6 16.58% Reduced
867
Oak Ridge Investments
Oak Ridge Investments
Illinois
$225M +$9.5M 5 21.4% Increased
868
Moore Capital Management
Moore Capital Management
New York
$225M -$376M 7 3.9% Reduced
869
General American Investors
General American Investors
New York
$224M -$4.25M 3 15.59% Reduced
870
Norris Perne & French
Norris Perne & French
Michigan
$224M -$1.57M 6 16.19% Reduced
871
Trajan Wealth
Trajan Wealth
Arizona
$223M +$14M 6 14.34% Increased
872
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$223M -$5.44M 15 6.44% Reduced
873
MFWM
Motley Fool Wealth Management
Virginia
$223M -$4.12M 4 11.37% Reduced
874
Generate Investment Management
Generate Investment Management
New Zealand
$223M +$12.1M 3 13.11% Increased
875
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$223M -$6.89M 7 4.48% Reduced