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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
501
Glenview Capital Management
Glenview Capital Management
New York
$102M -$104M 1 0.67% Reduced
502
Hermes Investment Management
Hermes Investment Management
United Kingdom
$101M -$1.4M 5 3.18% Reduced
503
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$101M +$5.61M 5 7.1% Increased
504
M&T Bank
M&T Bank
New York
$100M -$4.17M 8 4.17% Reduced
505
Spot Trading
Spot Trading
Illinois
$100M -$35.9M 10 0.56% Reduced
506
HMP
HS Management Partners
New York
$100M +$11.9M 1 4.5% Increased
507
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$100M -$3.21M 5 10.76% Reduced
508
Cincinnati Insurance
Cincinnati Insurance
Ohio
$99.4M $0 2 3.67% Maintained
509
SAM
Securian Asset Management
Minnesota
$99.2M -$434K 8 3.59% Reduced
510
Profund Advisors
Profund Advisors
Maryland
$97.9M +$3.25M 8 4.45% Increased
511
ZAM
Zenit Asset Management
Sweden
$97.2M +$72.2M 4 12.68% Increased
512
MI
Markston International
New York
$96M -$91.6K 5 6.03% Reduced
513
GL
GLG LLC
New York
$95.7M +$96.1M 9 3.21% New
514
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$95.5M -$88.3M 3 0.58% Reduced
515
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$95.1M -$14.5M 5 5.5% Reduced
516
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$95M -$29.1M 9 3.94% Reduced
517
Truist Financial
Truist Financial
North Carolina
$94.3M -$6.33M 8 2.97% Reduced
518
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$94.3M -$13.5M 4 5.51% Reduced
519
JC
Joho Capital
New York
$93.7M -$164M 1 14.97% Reduced
520
PTC
Philadelphia Trust Company
Pennsylvania
$93.4M -$2.33M 4 5.89% Reduced
521
Whittier Trust
Whittier Trust
California
$92.5M +$1.62M 10 4.74% Increased
522
BB&T Securities
BB&T Securities
Virginia
$92.3M +$474K 8 2.39% Increased
523
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$92.2M -$99.4M 6 0.38% Reduced
524
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$92M -$405K 8 6.65% Reduced
525
HP
Hikari Power
Japan
$92M +$92.4M 3 11.21% New