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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
476
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$125M +$124M 3 2.91% New
477
Capital International Inc
Capital International Inc
California
$125M -$9.39M 7 8.57% Reduced
478
WCM Investment Management
WCM Investment Management
California
$125M +$878K 3 3.61% Increased
479
JC
Joho Capital
New York
$125M +$20.3M 1 23.96% Increased
480
OI
Oakbrook Investments
Illinois
$124M +$1.77M 7 6.7% Increased
481
RG
Renaissance Group
Kentucky
$124M -$5.1M 5 4.84% Reduced
482
CC
Curian Capital
Colorado
$124M +$10.4M 9 2.09% Increased
483
Capital International
Capital International
California
$124M +$21.8M 7 7.53% Increased
484
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$122M +$3.96M 5 3.3% Increased
485
SAS
Sarbit Advisory Services
Manitoba, Canada
$122M -$845K 1 13.98% Reduced
486
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$121M +$28.3M 2 7.87% Increased
487
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$121M -$53.8M 4 3.39% Reduced
488
Alkeon Capital Management
Alkeon Capital Management
New York
$121M -$51.3M 2 2.36% Reduced
489
Bartlett & Co
Bartlett & Co
Ohio
$120M -$4.46M 5 5.78% Reduced
490
MUFG Americas
MUFG Americas
New York
$120M -$610K 9 3.98% Reduced
491
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$119M +$5.22M 10 2.39% Increased
492
CEP
Chicago Equity Partners
Illinois
$119M -$3.64M 3 3.21% Reduced
493
JHC
JFB Holdings Corp
Georgia
$118M -$21.1M 1 3.13% Reduced
494
CAM
Capstone Asset Management
Texas
$117M +$12.9M 10 3.4% Increased
495
Foresters Investment Management
Foresters Investment Management
New York
$116M +$314K 3 2.32% Increased
496
VanEck Associates
VanEck Associates
New York
$116M +$33.9M 7 0.72% Increased
497
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$116M -$4.53M 6 3.82% Reduced
498
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116M -$2.2M 8 2.97% Reduced
499
WestEnd Advisors
WestEnd Advisors
North Carolina
$116M +$563K 1 5.29% Increased
500
ICP
Indus Capital Partners
New York
$116M -$127M 2 15.26% Reduced