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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
451
Iconiq Capital
Iconiq Capital
California
$181M -$6.53M 2 33.99% Reduced
452
EP
Edinburgh Partners
United Kingdom
$180M -$89.6M 3 19.48% Reduced
453
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$178M +$20.5M 14 4.74% Increased
454
Glenview Capital Management
Glenview Capital Management
New York
$178M -$156M 1 1% Reduced
455
GAM
GVO Asset Management
Switzerland
$178M -$4.75M 1 18.35% Reduced
456
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$176M +$84.3K 8 8.07% Increased
457
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$176M +$6.02M 12 5.93% Increased
458
Mutual of America Capital Management
Mutual of America Capital Management
New York
$176M +$4.16M 10 3.94% Increased
459
Saturna Capital
Saturna Capital
Washington
$175M -$3.62M 9 5.4% Reduced
460
TCP
Tourbillon Capital Partners
New York
$174M -$23.9M 1 3.89% Reduced
461
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$173M +$47.8M 6 4.47% Increased
462
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$172M +$23.9M 10 1.98% Increased
463
Hermes Investment Management
Hermes Investment Management
United Kingdom
$172M +$42.6M 5 3.89% Increased
464
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$172M +$39M 5 14.04% Increased
465
CAM
Contour Asset Management
New York
$171M +$76.1M 3 10.06% Increased
466
HH
HSG Holding
Hong Kong
$170M -$109M 1 16.77% Reduced
467
Country Trust Bank
Country Trust Bank
Illinois
$169M -$19.7K 8 9.27% Reduced
468
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$169M +$72.8M 5 13.43% Increased
469
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$168M -$9.5M 5 3.64% Reduced
470
BB&T Securities
BB&T Securities
Virginia
$167M -$34.8M 9 3.5% Reduced
471
WAM
World Asset Management
Michigan
$167M +$15.4M 11 6.33% Increased
472
NM
Nokota Management
New York
$167M +$16.8M 5 7.74% Increased
473
Sit Investment Associates
Sit Investment Associates
Minnesota
$167M +$12M 5 3.12% Increased
474
Seizert Capital Partners
Seizert Capital Partners
Michigan
$166M -$6.48M 7 5.18% Reduced
475
WM
WS Management
Florida
$166M -$48.2M 1 5.77% Reduced