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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
376
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$339M +$123M 7 4.53% Increased
377
Amalgamated Bank
Amalgamated Bank
New York
$338M -$9.43M 16 9.59% Reduced
378
Waverton Investment Management
Waverton Investment Management
United Kingdom
$338M -$31.4M 6 20.49% Reduced
379
John W. Bristol & Co
John W. Bristol & Co
New York
$338M -$11.9M 5 10.61% Reduced
380
Mutual of America Capital Management
Mutual of America Capital Management
New York
$337M +$2.18M 14 5.57% Increased
381
Regions Financial Corp
Regions Financial Corp
Alabama
$337M -$5.38M 20 4.21% Reduced
382
Advisors Asset Management
Advisors Asset Management
Colorado
$336M -$4.37M 15 6.77% Reduced
383
GCCM
Green Court Capital Management
Hong Kong
$336M +$51.3M 1 58.36% Increased
384
OA
Oak Associates
Ohio
$335M +$16M 11 23.61% Increased
385
SC US (TTGP)
SC US (TTGP)
California
$335M +$347M 2 34.72% Increased
386
Scotia Capital
Scotia Capital
Ontario, Canada
$332M +$20.5M 9 4.9% Increased
387
AWM
Ashmore Wealth Management
Delaware
$329M -$169M 2 22.85% Reduced
388
DVF
Discovery Value Fund
Singapore
$329M +$357M 2 48.36% New
389
MSA
Mason Street Advisors
Wisconsin
$328M -$19.1K 12 7.97% Reduced
390
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$325M +$13.8M 9 5.61% Increased
391
Rathbones Group
Rathbones Group
United Kingdom
$325M +$41.3M 8 12.45% Increased
392
PTC
Provident Trust Company
Wisconsin
$325M -$2.6M 3 13.5% Reduced
393
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$322M -$109M 6 11.85% Reduced
394
NM
NWI Management
New York
$322M +$154M 3 16.82% Increased
395
BAMCO Inc
BAMCO Inc
New York
$322M -$33.6M 7 1.63% Reduced
396
Huntington National Bank
Huntington National Bank
Ohio
$321M +$1.2M 17 5.74% Increased
397
BWA
Brave Warrior Advisors
New York
$320M +$4.27M 2 16.3% Increased
398
AEPIP
AH Equity Partners III (Parallel)
California
$319M +$336M 1 100% New
399
AIM
Allen Investment Management
New York
$318M -$19.5M 6 12.82% Reduced
400
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$318M +$2.19M 1 5.12% Increased