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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
1176
Sylebra Capital (HK)
Sylebra Capital (HK)
Hong Kong
$35.6M -$11.7M 1 3.21% Reduced
1177
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$35.6M -$1.21M 7 3.4% Reduced
1178
Everence Capital Management
Everence Capital Management
Indiana
$35.3M $0 7 8.68% Maintained
1179
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$35.2M -$1.22M 7 7.68% Reduced
1180
KLWA
Kelly Lawrence W & Associates
California
$35.1M -$3.03M 6 6.95% Reduced
1181
Prelude Capital Management
Prelude Capital Management
New York
$35.1M +$215K 15 3.32% Increased
1182
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$34.9M +$1.08M 6 5.69% Increased
1183
Alpha Cubed Investments
Alpha Cubed Investments
California
$34.9M +$2.72M 8 5.99% Increased
1184
Soros Fund Management
Soros Fund Management
New York
$34.9M -$96.8M 4 0.62% Reduced
1185
Jacobs & Co
Jacobs & Co
California
$34.7M +$108K 6 6.84% Increased
1186
CDH
Charles D. Hyman
$34.7M +$1.48M 6 4.43% Increased
1187
Overbrook Management Corp
Overbrook Management Corp
New York
$34.7M -$812K 3 7.48% Reduced
1188
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$34.7M +$669K 11 1.78% Increased
1189
AJ
Ashburton (Jersey)
Jersey
$34.6M -$5.21M 4 19.67% Reduced
1190
Cerity Partners
Cerity Partners
New York
$34.5M +$20.1M 7 2.89% Increased
1191
Stewart & Patten Company
Stewart & Patten Company
California
$34.5M -$594K 5 6.42% Reduced
1192
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$34.4M +$52.9K 4 6.92% Increased
1193
FIM
Farmhouse Investment Management
California
$34.4M $0 4 16.38% Maintained
1194
CPM
Crescent Park Management
California
$34.4M -$16.2M 1 6.47% Reduced
1195
CPWM LLC
CPWM LLC
Washington
$34.4M -$51K 7 7.84% Reduced
1196
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$34.3M $0 2 1.19% Maintained
1197
AMI Asset Management
AMI Asset Management
California
$34.2M -$1.61M 1 2.44% Reduced
1198
Allstate Corporation
Allstate Corporation
Illinois
$34.1M +$7.43M 8 1.81% Increased
1199
Webster Bank
Webster Bank
Connecticut
$34M -$979K 9 5.04% Reduced
1200
JCP
Jabre Capital Partners
Switzerland
$34M -$12.6M 5 3.04% Reduced