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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
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$159M +$41.5M 6 6.91% Increased
477
SAM
Sentinel Asset Management
Vermont
$159M -$2.68M 6 3.55% Reduced
478
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$159M -$2.91M 11 7.46% Reduced
479
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$159M +$2.21M 10 7.59% Increased
480
Natixis
Natixis
France
$158M -$211M 7 2.65% Reduced
481
Westwood Holdings Group
Westwood Holdings Group
Texas
$157M +$51.6M 6 1.36% Increased
482
HM Payson & Co
HM Payson & Co
Maine
$156M +$6.31M 8 8.12% Increased
483
Welch & Forbes
Welch & Forbes
Massachusetts
$156M +$38.8K 8 4.86% Increased
484
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$156M -$3.93M 1 3.08% Reduced
485
OAMG
Odey Asset Management Group
United Kingdom
$156M -$55M 4 17.14% Reduced
486
Huntington National Bank
Huntington National Bank
Ohio
$155M +$11.7M 10 3.79% Increased
487
BCIM
Black Creek Investment Management
Ontario, Canada
$154M +$1.14M 3 13.63% Increased
488
CC
Cannell & Co
New York
$154M +$36.3M 7 5.53% Increased
489
Ariel Investments
Ariel Investments
Illinois
$153M -$268K 3 1.85% Reduced
490
TIP
Torray Investment Partners
Maryland
$153M +$40.2M 5 8% Increased
491
CAM
Capstone Asset Management
Texas
$153M -$5.82M 11 4.39% Reduced
492
Gofen & Glossberg
Gofen & Glossberg
Illinois
$153M +$47.4K 6 6.49% Increased
493
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$152M -$299M 6 0.64% Reduced
494
Balyasny Asset Management
Balyasny Asset Management
Illinois
$151M -$470M 8 0.9% Reduced
495
WAM
World Asset Management
Michigan
$149M -$15.3M 11 5.97% Reduced
496
PFU
Parus Finance (UK)
United Kingdom
$149M +$58M 1 21.26% Increased
497
Evercore Wealth Management
Evercore Wealth Management
New York
$149M +$13M 12 6.58% Increased
498
Artemis Investment Management
Artemis Investment Management
United Kingdom
$148M +$22.7M 4 3.72% Increased
499
VM
Valinor Management
New York
$148M +$30.7M 1 4.26% Increased
500
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$148M +$4.78M 7 3.65% Increased