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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
2401
EEG
E.E. Geduld
$0 -$502K 0 – Closed
2402
EMG
Ellington Management Group
Connecticut
$0 -$248K 0 – Closed
2403
ESG
Emerging Sovereign Group
New York
$0 -$78.4M 0 – Closed
2404
EC
Eminence Capital
New York
$0 -$60.6M 0 – Closed
2405
Findlay Park Partners
Findlay Park Partners
United Kingdom
$0 -$74.7M 0 – Closed
2406
FDS
First Dallas Securities
Texas
$0 -$2.65M 0 – Closed
2407
FTB
First Trust Bank
Bahamas
$0 -$17.6M 0 – Closed
2408
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0 -$122M 0 – Closed
2409
GAM
Garrison Asset Management
Arkansas
$0 -$240K 0 – Closed
2410
GF
Gerry Farber
New York
$0 -$3.98M 0 – Closed
2411
GBCP
Glade Brook Capital Partners
Connecticut
$0 -$24.4M 0 – Closed
2412
GDF
Graham & Dodd Fund
New York
$0 -$761K 0 – Closed
2413
HCS
Harvest Capital Strategies
California
$0 -$1.78M 0 – Closed
2414
HM
Harvest Management
New York
$0 -$227K 0 – Closed
2415
HA
Heartland Advisors
Wisconsin
$0 -$1.14M 0 – Closed
2416
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$0 -$2.49M 0 – Closed
2417
HCM
Highside Capital Management
Texas
$0 -$14M 0 – Closed
2418
ICM
IMS Capital Management
Oregon
$0 -$1.15M 0 – Closed
2419
ICM
Ionic Capital Management
New York
$0 -$2.4M 0 – Closed
2420
JC
JBF Capital
Colorado
$0 -$3.79M 0 – Closed
2421
JGC
J. Goldman & Co
New York
$0 -$8.6M 0 – Closed
2422
KCM
Kingdon Capital Management
New York
$0 -$16.9M 0 – Closed
2423
LSCM
Light Street Capital Management
California
$0 -$7.84M 0 – Closed
2424
LCM
LionEye Capital Management
New York
$0 -$4.68M 0 – Closed
2425
LCM
Lomas Capital Management
New York
$0 -$2.82M 0 – Closed