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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
426
Silvercrest Asset Management
Silvercrest Asset Management
New York
$271M +$430K 9 2.7% Increased
427
AustralianSuper
AustralianSuper
Australia
$268M +$55.2M 4 12.09% Increased
428
PEAK6 Group
PEAK6 Group
Illinois
$267M -$15.6M 13 1.36% Reduced
429
TCM
Tybourne Capital Management
Hong Kong
$266M -$176M 1 20.4% Reduced
430
Mutual of America Capital Management
Mutual of America Capital Management
New York
$264M +$8.03M 12 4.32% Increased
431
HCM
Hoplite Capital Management
New York
$263M +$1.69M 3 16.72% Increased
432
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$263M +$3.15M 11 5.08% Increased
433
MSA
Mason Street Advisors
Wisconsin
$263M -$1.98K 11 6.26% Reduced
434
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$262M +$3.33M 9 4.56% Increased
435
Great Lakes Advisors
Great Lakes Advisors
Illinois
$260M -$13M 8 6.11% Reduced
436
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$260M +$1.39M 6 11.27% Increased
437
SAM
Sawgrass Asset Management
Florida
$258M -$7.19M 6 12.6% Reduced
438
TGA
Trilogy Global Advisors
Florida
$258M -$179M 1 16.27% Reduced
439
KM
Kylin Management
New York
$257M -$2.3M 1 28.14% Reduced
440
BB&T Securities
BB&T Securities
Virginia
$254M -$1.81M 11 3.46% Reduced
441
Marshall Wace
Marshall Wace
United Kingdom
$252M +$28.4M 6 11.71% Increased
442
Voloridge Investment Management
Voloridge Investment Management
Florida
$251M +$156M 5 5.62% Increased
443
ACM
Atlanta Capital Management
Georgia
$251M -$8.62M 2 1.42% Reduced
444
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$251M -$94.4M 5 2.74% Reduced
445
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$250M +$6.39M 7 2.77% Increased
446
Huntington National Bank
Huntington National Bank
Ohio
$247M +$1.03M 14 4.16% Increased
447
Davenport & Co
Davenport & Co
Virginia
$245M -$2.85M 7 3.11% Reduced
448
Nicholas Company
Nicholas Company
Wisconsin
$244M +$3.75M 4 5.43% Increased
449
Eagle Asset Management
Eagle Asset Management
Florida
$243M -$1.12M 7 1.39% Reduced
450
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$239M +$828K 1 3.81% Increased