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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
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$444M -$17.7M 14 6.32% Reduced
427
Welch & Forbes
Welch & Forbes
Massachusetts
$443M +$2.72M 8 8.65% Increased
428
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$443M +$527M 1 13.07% New
429
Tocqueville Asset Management
Tocqueville Asset Management
New York
$442M +$18M 13 9% Increased
430
Zacks Investment Management
Zacks Investment Management
Illinois
$441M +$23.8M 10 7.05% Increased
431
Standard Investments
Standard Investments
New York
$441M +$67.3M 2 20.18% Increased
432
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$439M +$46.5M 9 5.61% Increased
433
Kestra Advisory Services
Kestra Advisory Services
Texas
$437M -$194M 19 4.67% Reduced
434
Glenview Capital Management
Glenview Capital Management
New York
$436M +$106M 4 10.91% Increased
435
Douglas Lane & Associates
Douglas Lane & Associates
New York
$434M -$5.51M 9 8.03% Reduced
436
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$428M +$2.31M 6 5.86% Increased
437
Congress Asset Management
Congress Asset Management
Massachusetts
$427M -$526M 5 4.58% Reduced
438
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$425M -$4.2M 15 7.5% Reduced
439
Dorsal Capital Management
Dorsal Capital Management
California
$424M +$103M 3 26.36% Increased
440
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$423M +$10.6M 23 4.81% Increased
441
Gabelli Funds
Gabelli Funds
New York
$423M -$35.2M 12 3.49% Reduced
442
Antipodes Partners
Antipodes Partners
Australia
$422M +$95.1M 4 16.94% Increased
443
AKO Capital
AKO Capital
United Kingdom
$422M +$387M 2 6.96% Increased
444
Advisors Asset Management
Advisors Asset Management
Colorado
$420M -$47.3M 22 8.33% Reduced
445
CCLA Investment Management
CCLA Investment Management
United Kingdom
$419M +$475M 3 10.13% New
446
Appaloosa LP
Appaloosa LP
New Jersey
$418M -$11.8M 4 30.69% Reduced
447
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$415M +$218K 12 13.46% Increased
448
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$414M -$10.5M 9 18.89% Reduced
449
Waverton Investment Management
Waverton Investment Management
United Kingdom
$413M +$12.3M 7 16.91% Increased
450
SVB Wealth
SVB Wealth
Massachusetts
$413M +$54.1M 14 6.03% Increased