← All themes

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
501
Oppenheimer & Co
Oppenheimer & Co
New York
$865M +$9.75M 23 9.24% Increased
502
C WorldWide Group
C WorldWide Group
Denmark
$864M -$269M 3 20.83% Reduced
503
Waverly Advisors
Waverly Advisors
Alabama
$860M +$163M 21 4.99% Increased
504
Third Point
Third Point
New York
$860M +$334M 4 18.37% Increased
505
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$858M +$31.8M 3 12.65% Increased
506
Optiver Holding
Optiver Holding
Netherlands
$858M +$619M 16 0.23% Increased
507
TC
Torno Capital
Massachusetts
$856M +$681M 3 24.68% Increased
508
Cannell & Spears
Cannell & Spears
New York
$852M -$40.4M 8 15.16% Reduced
509
Apollo Management Holdings
Apollo Management Holdings
New York
$847M +$232K 4 9.47% Increased
510
Caxton Associates (UK)
Caxton Associates (UK)
$846M +$115M 12 15.87% Increased
511
Carmignac Gestion
Carmignac Gestion
France
$845M -$51.8M 3 10.97% Reduced
512
MG
Meritage Group
California
$845M -$75.2M 2 32.54% Reduced
513
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$839M -$4.55M 12 9.64% Reduced
514
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
$838M +$892M 4 7.74% Increased
515
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$831M -$26.5M 16 9.37% Reduced
516
Jensen Investment Management
Jensen Investment Management
Oregon
$828M -$452M 4 20.08% Reduced
517
Hood River Capital Management
Hood River Capital Management
Florida
$822M +$202M 5 5.96% Increased
518
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$818M -$13.8M 17 12.13% Reduced
519
Coldstream Capital Management
Coldstream Capital Management
Washington
$814M -$32.4M 18 10.19% Reduced
520
Citizens Financial Group
Citizens Financial Group
Rhode Island
$805M +$29.9M 20 9.7% Increased
521
Manning & Napier Advisors
Manning & Napier Advisors
New York
$803M -$103M 15 10.3% Reduced
522
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$802M +$90.9M 12 9.56% Increased
523
IMC Chicago
IMC Chicago
Illinois
$799M +$362M 27 0.19% Increased
524
VVP
Vulcan Value Partners
Alabama
$795M -$250M 3 24.21% Reduced
525
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$793M -$19.7M 5 17.92% Reduced