← 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
1001
Cortland Associates
Cortland Associates
Missouri
$182M +$7.83M 5 22.98% Increased
1002
Provident Investment Management
Provident Investment Management
Michigan
$181M +$19.3M 4 16.5% Increased
1003
Parsons Capital Management
Parsons Capital Management
Rhode Island
$181M -$1.2M 6 12.33% Reduced
1004
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$181M -$1.22M 6 15.58% Reduced
1005
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$181M +$7.28M 6 19.62% Increased
1006
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$180M -$2.33M 6 17.34% Reduced
1007
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$179M +$17.5M 3 8.84% Increased
1008
DFO
Duquesne Family Office
New York
$179M -$301M 1 6.14% Reduced
1009
Keystone Investors
Keystone Investors
Singapore
$179M +$2.77M 4 15.06% Increased
1010
Talbot Financial
Talbot Financial
Washington
$178M -$3.17M 5 23.02% Reduced
1011
UBS O'Connor
UBS O'Connor
Illinois
$178M +$126M 7 5.02% Increased
1012
OC
Oakmont Corp
California
$178M +$26.8M 4 39.14% Increased
1013
Hoey Investments
Hoey Investments
Pennsylvania
$177M +$10.3M 9 33.21% Increased
1014
Taurus Asset Management
Taurus Asset Management
New York
$177M -$1.67M 5 17.98% Reduced
1015
Welch Group
Welch Group
Alabama
$177M -$333K 7 8.49% Reduced
1016
Kintegral Advisory
Kintegral Advisory
New York
$176M -$6.77M 9 16.84% Reduced
1017
Kanawha Capital Management
Kanawha Capital Management
Virginia
$175M +$5.1M 6 13.74% Increased
1018
Todd Asset Management
Todd Asset Management
Kentucky
$175M -$2.91M 7 3.64% Reduced
1019
Giverny Capital
Giverny Capital
Quebec, Canada
$175M +$3.21M 2 7.4% Increased
1020
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$175M -$1.4M 6 9.48% Reduced
1021
Albion Financial Group
Albion Financial Group
Utah
$174M +$349K 12 13.13% Increased
1022
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$174M +$36.8M 1 7.18% Increased
1023
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$174M $0 3 22.25% Maintained
1024
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$174M +$155M 6 7.42% Increased
1025
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$174M +$5.78M 6 13.41% Increased