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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
Gabelli Funds
Gabelli Funds
New York
$459M -$15M 14 3.48% Reduced
452
SG Americas Securities
SG Americas Securities
New York
$456M -$117M 27 5.3% Reduced
453
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$455M +$72.6M 7 24.52% Increased
454
Erste Asset Management
Erste Asset Management
Austria
$454M +$39.2M 11 8.7% Increased
455
Eagle Asset Management
Eagle Asset Management
Florida
$441M +$67.4M 9 2.58% Increased
456
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$439M +$13.3M 12 17.23% Increased
457
Mirova US
Mirova US
Massachusetts
$438M +$4.5M 1 7.95% Increased
458
CCLA Investment Management
CCLA Investment Management
United Kingdom
$438M -$448M 3 8.61% Reduced
459
Sculptor Capital
Sculptor Capital
New York
$437M +$148M 4 9.79% Increased
460
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$437M +$1.79M 8 10.41% Increased
461
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$433M +$10.7M 9 5.75% Increased
462
Beck Mack & Oliver
Beck Mack & Oliver
New York
$432M +$912K 5 12.49% Increased
463
FCI
Financial Counselors Inc
Kansas
$427M +$16M 8 9.2% Increased
464
Voloridge Investment Management
Voloridge Investment Management
Florida
$426M -$489M 15 2.12% Reduced
465
MIM
Meridiem Investment Management
United Kingdom
$425M +$29.5M 4 11.96% Increased
466
OFI Invest Asset Management
OFI Invest Asset Management
France
$421M +$381M 7 17.79% New
467
DVI
Deccan Value Investors
Connecticut
$418M -$15.3M 2 41.42% Reduced
468
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$417M -$37.1M 8 4.81% Reduced
469
WI
Wafra Inc
New York
$417M -$75M 6 14.83% Reduced
470
SW
SVB Wealth
Massachusetts
$410M -$43M 14 5.73% Reduced
471
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$409M +$44.5M 9 10.98% Increased
472
LBP AM
LBP AM
France
$409M +$6.93M 10 10.38% Increased
473
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$408M +$7.14M 6 8.69% Increased
474
Fiduciary Trust
Fiduciary Trust
Massachusetts
$406M -$5.31M 10 7.53% Reduced
475
ROIC
Route One Investment Company
California
$405M +$191M 3 15.05% Increased