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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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$287M -$7.23M 9 4.88% Reduced
427
PCM
Palestra Capital Management
New York
$286M +$52.7M 3 16.02% Increased
428
Douglas Lane & Associates
Douglas Lane & Associates
New York
$281M +$30.7M 6 5.93% Increased
429
Antipodes Partners
Antipodes Partners
Australia
$279M +$30.5M 3 16.35% Increased
430
TAMH
Taikang Asset Management (HK)
Hong Kong
$278M +$289M 4 30.86% New
431
Achmea Investment Management
Achmea Investment Management
Netherlands
$278M +$105M 11 9.37% Increased
432
Nissay Asset Management
Nissay Asset Management
Japan
$277M +$270M 12 8.44% New
433
Amalgamated Bank
Amalgamated Bank
New York
$277M +$23.6M 15 7.5% Increased
434
Huntington National Bank
Huntington National Bank
Ohio
$275M +$2.62M 15 4.39% Increased
435
ING Group
ING Group
Netherlands
$275M -$106M 10 4.58% Reduced
436
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$275M -$18.2M 11 8.64% Reduced
437
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$273M -$1.97M 1 4.12% Reduced
438
TBC
Tweedy, Browne Co
Connecticut
$269M -$37.3M 2 7.39% Reduced
439
AIM
Allen Investment Management
New York
$269M +$24.5M 5 12.02% Increased
440
Advisors Asset Management
Advisors Asset Management
Colorado
$268M +$12.4M 12 4.4% Increased
441
SAM
Sawgrass Asset Management
Florida
$268M -$13.7M 6 12.28% Reduced
442
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$266M -$27.8M 5 11.1% Reduced
443
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$266M +$11.5M 23 2.54% Increased
444
Scotia Capital
Scotia Capital
Ontario, Canada
$265M +$27.3M 9 3.54% Increased
445
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$263M -$1.31M 3 39.56% Reduced
446
Evercore Wealth Management
Evercore Wealth Management
New York
$259M -$5.74M 13 9.65% Reduced
447
TGA
Trilogy Global Advisors
Florida
$259M +$1.28M 1 16.37% Increased
448
HCM
Highline Capital Management
New York
$258M +$15M 2 8.54% Increased
449
BB&T Securities
BB&T Securities
Virginia
$258M -$23.4M 12 3.35% Reduced
450
PGGM Investments
PGGM Investments
Netherlands
$258M -$215M 4 1.44% Reduced