← 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
401
GCM
Gladstone Capital Management
United Kingdom
$653M +$32.3M 3 33.62% Increased
402
Hyperion Asset Management
Hyperion Asset Management
Australia
$651M +$52.5M 3 26.98% Increased
403
CCLA Investment Management
CCLA Investment Management
United Kingdom
$650M -$12.2M 3 11.7% Reduced
404
TIAA FSB
TIAA FSB
Florida
$645M +$5.67M 7 2.24% Increased
405
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$645M +$7.18M 15 11.27% Increased
406
Bartlett & Co
Bartlett & Co
Ohio
$645M +$7.18M 15 11.27% Increased
407
FFA
First Foundation Advisors
California
$644M -$5.63M 9 23.23% Reduced
408
TPI
Tesco Pension Investment
United Kingdom
$642M -$208M 2 15.7% Reduced
409
Gabelli Funds
Gabelli Funds
New York
$636M +$326K 13 4.18% Increased
410
UMB Bank
UMB Bank
Missouri
$635M +$6.93M 21 8.41% Increased
411
Whittier Trust
Whittier Trust
California
$634M +$4.79M 23 10.69% Increased
412
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$625M -$115M 3 7.1% Reduced
413
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$625M +$33.6M 5 31.26% Increased
414
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$620M -$33.9M 12 20.78% Reduced
415
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$615M +$22.3M 15 13.36% Increased
416
Marsico Capital Management
Marsico Capital Management
Colorado
$613M -$49.8M 5 21.38% Reduced
417
SCM
Steadfast Capital Management
New York
$613M -$122M 3 10.52% Reduced
418
HM Payson & Co
HM Payson & Co
Maine
$607M +$2.76M 18 13.82% Increased
419
Tocqueville Asset Management
Tocqueville Asset Management
New York
$604M -$12.5M 13 9.12% Reduced
420
Welch & Forbes
Welch & Forbes
Massachusetts
$603M +$6.21M 8 9.5% Increased
421
Douglas Lane & Associates
Douglas Lane & Associates
New York
$603M -$10.1M 9 8.51% Reduced
422
Sculptor Capital
Sculptor Capital
New York
$599M +$303M 5 4.64% Increased
423
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$596M +$834K 9 14.1% Increased
424
Mercer Global Advisors
Mercer Global Advisors
Colorado
$593M +$42.5M 20 3.49% Increased
425
Private Advisor Group
Private Advisor Group
New Jersey
$590M +$9.76M 21 4.52% Increased