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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
926
PIM
Platinum Investment Management
Australia
$195M -$85.5M 7 8.85% Reduced
927
GAM Holding
GAM Holding
Switzerland
$195M -$29.5M 6 15.58% Reduced
928
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$195M +$3.57M 4 15.44% Increased
929
CWA Asset Management Group
CWA Asset Management Group
Florida
$195M +$190M 8 10.35% New
930
Simplex Trading
Simplex Trading
Illinois
$194M +$11.6M 17 0.11% Increased
931
Main Street Research
Main Street Research
Connecticut
$194M +$4.3M 6 12.22% Increased
932
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$194M -$2.27M 1 5.73% Reduced
933
Moors & Cabot
Moors & Cabot
Massachusetts
$193M +$329K 9 9.61% Increased
934
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$193M +$146M 10 9.48% Increased
935
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$192M -$4.33M 4 19.45% Reduced
936
Hosking Partners
Hosking Partners
United Kingdom
$192M -$21M 3 7.42% Reduced
937
Sigma Planning Corp
Sigma Planning Corp
Michigan
$192M -$4.27M 12 5.88% Reduced
938
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$192M +$7.23M 6 12.52% Increased
939
Academy Capital Management
Academy Capital Management
Texas
$191M -$316K 5 33.09% Reduced
940
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$191M -$737K 3 3.46% Reduced
941
FAB
First American Bank
Illinois
$191M -$1.41M 5 13.72% Reduced
942
Welch Group
Welch Group
Alabama
$191M +$1.24M 7 8.29% Increased
943
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$190M +$2.51M 6 7.83% Increased
944
Graham Holdings Company
Graham Holdings Company
Virginia
$190M -$21.2M 1 23% Reduced
945
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$190M +$12M 6 19.74% Increased
946
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$190M +$12.8M 7 15.87% Increased
947
Soma Equity Partners
Soma Equity Partners
California
$188M -$44.4M 2 10.77% Reduced
948
Natixis Investment Managers International
Natixis Investment Managers International
France
$187M -$3.01M 7 13.43% Reduced
949
Contrarius Investment Management
Contrarius Investment Management
Jersey
$187M -$29.9M 5 10.62% Reduced
950
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$187M $0 3 1.68% Maintained