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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
HA
HHLR Advisors
Cayman Islands
$332M +$75.2M 4 7% Increased
477
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$329M -$4.58M 10 6.48% Reduced
478
TA
Trivest Advisors
Hong Kong
$329M +$190M 5 39.91% Increased
479
MIM
Meridiem Investment Management
United Kingdom
$328M +$7.84M 4 10.18% Increased
480
Pathstone Family Office
Pathstone Family Office
New Jersey
$327M +$43.8M 18 5.91% Increased
481
SRIM
Saratoga Research & Investment Management
California
$327M -$1.93M 6 16.16% Reduced
482
Antipodes Partners
Antipodes Partners
Australia
$326M -$151M 3 11.69% Reduced
483
NSLI
Nan Shan Life Insurance
Taiwan
$325M -$20.6M 3 8.87% Reduced
484
Oppenheimer & Co
Oppenheimer & Co
New York
$324M -$19.3M 16 7.39% Reduced
485
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$324M -$58.8M 18 7.12% Reduced
486
MAMU
Marathon Asset Management (UK)
United Kingdom
$322M +$636K 5 8.69% Increased
487
SAM
Securian Asset Management
Minnesota
$322M -$5.05M 12 8.99% Reduced
488
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$322M -$15.6M 29 5.47% Reduced
489
Nicholas Company
Nicholas Company
Wisconsin
$321M +$18.2M 5 6.87% Increased
490
CAM
ClariVest Asset Management
California
$320M -$7.01M 14 15.41% Reduced
491
Glenview Capital Management
Glenview Capital Management
New York
$319M -$137M 3 7.06% Reduced
492
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$318M +$4.81M 32 2.35% Increased
493
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$316M +$6.98M 14 3.73% Increased
494
MRG
Milestone Resources Group
British Virgin Islands
$316M $0 3 19.26% Maintained
495
SCM
Silvant Capital Management
Georgia
$316M -$33.1M 7 22.38% Reduced
496
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$316M -$41.7M 8 4.8% Reduced
497
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$314M -$203M 14 2.78% Reduced
498
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$314M -$4.13M 7 19.57% Reduced
499
Banco Santander
Banco Santander
Spain
$314M +$13.7M 10 4.65% Increased
500
Scharf Investments
Scharf Investments
California
$313M -$10.7M 4 10.24% Reduced