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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
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$780M -$102M 1 5.19% Reduced
477
Atreides Management
Atreides Management
Massachusetts
$763M +$8.88M 6 21.18% Increased
478
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$758M +$8.32M 9 13.58% Increased
479
Caxton Associates (UK)
Caxton Associates (UK)
$757M +$336M 14 19.22% Increased
480
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$749M -$37.9M 13 15% Reduced
481
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$749M -$911K 14 6.04% Reduced
482
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$739M -$38.6M 15 8.48% Reduced
483
MRG
Milestone Resources Group
British Virgin Islands
$739M +$90.6M 2 38.56% Increased
484
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$739M -$26M 14 12.75% Reduced
485
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$737M +$23.9M 13 11.54% Increased
486
BAMCO Inc
BAMCO Inc
New York
$736M -$136M 7 1.99% Reduced
487
Blackstone Inc
Blackstone Inc
New York
$733M -$203M 6 3.13% Reduced
488
Advisors Capital Management
Advisors Capital Management
New Jersey
$731M +$29.9M 8 10.02% Increased
489
Oppenheimer & Co
Oppenheimer & Co
New York
$730M +$18.6M 20 9.66% Increased
490
Fiduciary Trust
Fiduciary Trust
Massachusetts
$730M -$5.67M 8 8.98% Reduced
491
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$726M +$3.82M 14 12.8% Increased
492
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$726M -$45.7M 3 2.44% Reduced
493
Eastern Bank
Eastern Bank
Massachusetts
$722M -$9.27M 15 13.74% Reduced
494
Sterling Capital Management
Sterling Capital Management
North Carolina
$715M +$8.94M 27 10.16% Increased
495
Nicholas Company
Nicholas Company
Wisconsin
$713M -$61.6M 7 11.94% Reduced
496
Tocqueville Asset Management
Tocqueville Asset Management
New York
$713M -$30.4M 10 10.85% Reduced
497
DJE Kapital
DJE Kapital
Germany
$713M +$116M 7 17.3% Increased
498
Fisher Funds Management
Fisher Funds Management
New Zealand
$712M -$87.2M 6 16.89% Reduced
499
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$706M -$1.23M 11 9.99% Reduced
500
KCM
Kensico Capital Management
Connecticut
$706M +$97M 3 13.58% Increased