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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
876
TLCM
Tiger Legatus Capital Management
New York
$46.4M +$1.08M 2 14.05% Increased
877
KAS
Kemnay Advisory Services
New York
$46.3M -$541K 5 35.87% Reduced
878
Jefferies Group
Jefferies Group
New York
$46.2M -$5.56M 11 0.21% Reduced
879
PFM
Parsec Financial Management
North Carolina
$46.2M +$122K 6 4.44% Increased
880
Global Endowment Management
Global Endowment Management
North Carolina
$46.2M -$22.3M 4 9.84% Reduced
881
FA
Friess Associates
Delaware
$46.1M -$4.5M 3 4.71% Reduced
882
Owl Creek Asset Management
Owl Creek Asset Management
New York
$46M -$118M 1 2.88% Reduced
883
JCM
Jag Capital Management
Missouri
$45.9M -$1.64M 7 9.91% Reduced
884
Ally Financial
Ally Financial
Michigan
$45.8M -$1.9M 6 7.65% Reduced
885
AL
Airain Ltd
Guernsey
$45.5M +$19.9M 9 2.63% Increased
886
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$45.4M +$12.9M 12 3.31% Increased
887
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$45.3M +$6.21M 3 7.51% Increased
888
SBCM
Schwerin Boyle Capital Management
Massachusetts
$45.3M -$2.91M 4 6.49% Reduced
889
Montag & Associates
Montag & Associates
Georgia
$45.1M +$12.8M 7 5.95% Increased
890
ZBI
Ziff Brothers Investments
New York
$45.1M -$10.1M 1 11.23% Reduced
891
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$44.8M +$8.68M 6 7.51% Increased
892
VP
Value Partners
Hong Kong
$44.8M +$32.3M 1 28.34% Increased
893
Capital One National Association
Capital One National Association
New York
$44.7M -$178K 6 3.67% Reduced
894
Bridgewater Associates
Bridgewater Associates
Connecticut
$44.6M -$48.3M 6 0.56% Reduced
895
D.J. St. Germain
D.J. St. Germain
Massachusetts
$44.5M -$2.88M 5 6.22% Reduced
896
Natixis Investment Managers International
Natixis Investment Managers International
France
$44.5M +$2.21M 8 4.86% Increased
897
Regal Partners
Regal Partners
Australia
$44.4M +$181K 1 12.87% Increased
898
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$44.3M +$4.02M 5 1.12% Increased
899
Pacer Advisors
Pacer Advisors
Pennsylvania
$44.2M +$1.11M 12 6.99% Increased
900
QV Investors
QV Investors
Alberta, Canada
$44M +$1.55M 1 5.59% Increased