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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
1201
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$50.7M -$10.9M 2 2% Reduced
1202
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$50.6M -$13.7M 4 1.66% Reduced
1203
Main Street Research
Main Street Research
Connecticut
$50.6M +$1.27M 6 9.49% Increased
1204
Giverny Capital
Giverny Capital
Quebec, Canada
$50.5M +$509K 2 5.03% Increased
1205
Cadinha & Co
Cadinha & Co
Hawaii
$50.3M +$990K 5 8.13% Increased
1206
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$50.2M -$270K 7 10.08% Reduced
1207
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$50M +$13.2M 6 6.36% Increased
1208
Kora Management
Kora Management
New York
$49.9M +$11.8M 1 13.25% Increased
1209
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$49.8M +$30.7M 4 0.98% Increased
1210
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$49.7M -$9.1M 3 8.17% Reduced
1211
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$49.7M +$4.81M 3 6.36% Increased
1212
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$49.7M -$23.4M 4 31.31% Reduced
1213
Snow Capital Management
Snow Capital Management
Pennsylvania
$49.6M +$24.2M 3 3.62% Increased
1214
Frontier Investment Management
Frontier Investment Management
Texas
$49.5M -$2.81M 9 3.14% Reduced
1215
Brandes Investment Partners
Brandes Investment Partners
California
$49.4M -$11.6M 3 1.28% Reduced
1216
Portland Hill Asset Management
Portland Hill Asset Management
United Kingdom
$49.4M -$786K 4 39.39% Reduced
1217
RBF Capital
RBF Capital
California
$49.3M -$1.83M 6 5.53% Reduced
1218
Patten & Patten
Patten & Patten
Tennessee
$49.3M -$2.17M 7 5.39% Reduced
1219
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$49.1M -$2.32M 7 5.91% Reduced
1220
Andra AP-fonden
Andra AP-fonden
Sweden
$49M -$1.24M 10 1.46% Reduced
1221
First Horizon Advisors
First Horizon Advisors
Tennessee
$49M -$5.24M 16 3.82% Reduced
1222
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$48.9M +$1.85M 6 4.88% Increased
1223
OFM
Okumus Fund Management
Cayman Islands
$48.9M +$44.8M 1 13.32% Increased
1224
Mission Wealth Management
Mission Wealth Management
California
$48.9M +$1.43M 10 5.22% Increased
1225
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$48.7M +$260K 6 8.59% Increased