← All themes

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
Giverny Capital
Giverny Capital
Quebec, Canada
$279M -$9.8M 3 10.22% Reduced
852
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$278M +$1.03M 13 4.22% Increased
853
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$278M -$480M 3 6.57% Reduced
854
Rockland Trust
Rockland Trust
Massachusetts
$278M +$7.26M 6 11.14% Increased
855
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$278M -$32.3M 4 16.17% Reduced
856
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$278M -$8.68M 21 10.46% Reduced
857
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$277M -$4.22M 6 15.99% Reduced
858
Samlyn Capital
Samlyn Capital
New York
$276M -$90.6M 2 4.72% Reduced
859
Sit Investment Associates
Sit Investment Associates
Minnesota
$276M -$966K 7 5.6% Reduced
860
SAI
Systematic Alpha Investments
New Jersey
$276M $0 7 9.7% Maintained
861
Artemis Investment Management
Artemis Investment Management
United Kingdom
$276M -$378M 4 2.92% Reduced
862
Hantz Financial Services
Hantz Financial Services
Michigan
$274M -$68.9M 22 4.18% Reduced
863
Avalon Trust
Avalon Trust
New Mexico
$274M -$14.5M 9 18.89% Reduced
864
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$273M -$5.09M 5 14.82% Reduced
865
Annex Advisory Services
Annex Advisory Services
Wisconsin
$273M +$19.7M 6 5.11% Increased
866
AMI Asset Management
AMI Asset Management
California
$272M -$33.7M 6 17.39% Reduced
867
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$272M -$10.7M 17 6.49% Reduced
868
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$272M -$5.31M 14 2.66% Reduced
869
NAM
NorthCrest Asset Manangement
Minnesota
$271M -$98.9M 17 8.44% Reduced
870
IFP Advisors
IFP Advisors
Florida
$271M +$50.4M 31 5.62% Increased
871
Principal Securities
Principal Securities
Iowa
$271M +$16.3M 17 3.97% Increased
872
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$270M +$2.07M 7 10.65% Increased
873
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$270M +$14M 17 7.44% Increased
874
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$270M -$5.2M 5 24.12% Reduced
875
Brandes Investment Partners
Brandes Investment Partners
California
$270M +$13M 3 1.91% Increased