← 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
976
BIT Capital
BIT Capital
Germany
$266M +$75.7M 7 9.8% Increased
977
Thomasville National Bank
Thomasville National Bank
Georgia
$266M -$6.06M 6 16.48% Reduced
978
IMC Chicago
IMC Chicago
Illinois
$265M -$3.83M 18 0.1% Reduced
979
FAB
First American Bank
Illinois
$265M +$167K 5 16.06% Increased
980
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$265M +$95.6M 6 13.94% Increased
981
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$264M -$5.95M 4 4.32% Reduced
982
MUFG Securities Americas
MUFG Securities Americas
New York
$264M -$77.2K 9 16.42% Reduced
983
Avestar Capital
Avestar Capital
New York
$263M +$2.07M 13 17.03% Increased
984
Hosking Partners
Hosking Partners
United Kingdom
$263M +$2.63M 2 8.93% Increased
985
Eagle Global Advisors
Eagle Global Advisors
Texas
$262M -$177K 8 9.69% Reduced
986
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$262M -$61.5K 13 16.93% Reduced
987
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$261M $0 3 1.92% Maintained
988
Summit Financial
Summit Financial
New Jersey
$261M +$968K 10 3.83% Increased
989
XN LP
XN LP
New York
$261M +$352K 3 7.31% Increased
990
Mane Global Capital Management
Mane Global Capital Management
New York
$260M -$89.1M 5 13.99% Reduced
991
IFP Advisors
IFP Advisors
Florida
$260M +$70.3M 33 5.85% Increased
992
CGL
Clarius Group LLC
Washington
$259M -$7.02M 8 14.79% Reduced
993
LMCG Investments
LMCG Investments
Massachusetts
$259M -$18.8M 6 14.79% Reduced
994
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$259M -$75.7M 3 19% Reduced
995
Howard Capital Management
Howard Capital Management
Georgia
$258M +$9.28M 11 3.35% Increased
996
DV Trading
DV Trading
Illinois
$258M +$241M 20 7.26% New
997
SPC
Stony Point Capital
New York
$257M -$7.19M 5 18.86% Reduced
998
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$257M -$6.19M 6 19.95% Reduced
999
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$257M -$7.91M 6 26.3% Reduced
1000
Talbot Financial
Talbot Financial
Washington
$257M -$912K 6 21.13% Reduced