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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
Achmea Investment Management
Achmea Investment Management
Netherlands
$314M -$16.5M 11 10.97% Reduced
427
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$312M -$156K 23 2.91% Reduced
428
Skye Global Management
Skye Global Management
Florida
$311M +$16.3M 4 67.03% Increased
429
Rathbones Group
Rathbones Group
United Kingdom
$310M +$13.1M 6 11.75% Increased
430
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$310M -$24.5M 10 5.19% Reduced
431
Evercore Wealth Management
Evercore Wealth Management
New York
$310M +$15.5M 8 10.58% Increased
432
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$309M -$6.45M 1 4.71% Reduced
433
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$309M -$137M 11 5.59% Reduced
434
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$308M -$176M 11 9.53% Reduced
435
MVIP
Mar Vista Investment Partners
California
$307M -$11.8M 4 12.02% Reduced
436
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$306M +$176M 11 27.98% Increased
437
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$306M -$3.4M 5 1.95% Reduced
438
Eagle Asset Management
Eagle Asset Management
Florida
$304M -$62.9M 9 1.64% Reduced
439
LCM
Lakewood Capital Management
New York
$303M -$33.2M 2 10.01% Reduced
440
PEAK6 Group
PEAK6 Group
Illinois
$301M +$199M 13 1.29% Increased
441
NCA
Newbrook Capital Advisors
New York
$298M +$60.2M 4 22.77% Increased
442
PCM
Palestra Capital Management
New York
$297M -$19.6M 3 13% Reduced
443
Sarasin & Partners
Sarasin & Partners
United Kingdom
$297M +$1.63M 4 5.83% Increased
444
Scotia Capital
Scotia Capital
Ontario, Canada
$296M +$4.35M 8 4.13% Increased
445
Comgest Global Investors
Comgest Global Investors
France
$296M -$22.2M 5 6.56% Reduced
446
SIG
Senator Investment Group
New York
$296M $0 1 2.94% Maintained
447
Troy Asset Management
Troy Asset Management
United Kingdom
$294M -$25.6M 2 15.11% Reduced
448
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$291M +$26.7M 12 20.76% Increased
449
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$289M -$17.6M 8 8.96% Reduced
450
Profund Advisors
Profund Advisors
Maryland
$289M +$9.79M 12 11.54% Increased