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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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$215M +$16.5M 13 2.94% Increased
502
HCM
Hitchwood Capital Management
New York
$214M +$49.2M 2 8.03% Increased
503
Congress Asset Management
Congress Asset Management
Massachusetts
$213M +$33.3M 6 3.11% Increased
504
Oppenheimer & Co
Oppenheimer & Co
New York
$213M -$4.27M 14 5.48% Reduced
505
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$212M +$19M 3 18.02% Increased
506
ACM
Argent Capital Management
Missouri
$211M +$1.27M 6 7.28% Increased
507
People's United Financial
People's United Financial
Connecticut
$211M +$54.1K 14 6.58% Increased
508
WAM
World Asset Management
Michigan
$211M -$14.6M 13 7.06% Reduced
509
PWLP
Prio Wealth Limited Partnership
Massachusetts
$208M -$2.26M 6 9.73% Reduced
510
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$208M -$3.79M 8 4.58% Reduced
511
Gofen & Glossberg
Gofen & Glossberg
Illinois
$208M +$645K 7 7.42% Increased
512
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$207M +$3.09M 8 6.56% Increased
513
NIMC
NWQ Investment Management Company
California
$205M -$20.2M 3 2.66% Reduced
514
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$205M +$15M 7 4.76% Increased
515
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$204M -$1.53M 6 11% Reduced
516
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$204M -$1.56M 7 1.66% Reduced
517
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204M +$14.6M 17 3.08% Increased
518
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$204M +$8.47M 11 7.72% Increased
519
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$203M +$6.2M 9 5.06% Increased
520
Welch & Forbes
Welch & Forbes
Massachusetts
$202M -$2.24M 10 5.38% Reduced
521
MCM
McKinley Capital Management
Alaska
$201M -$39.6M 6 10.15% Reduced
522
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$200M +$10.2M 14 2.36% Increased
523
Meag Munich Ergo
Meag Munich Ergo
Germany
$200M -$26M 10 7.7% Reduced
524
Discovery Capital Management
Discovery Capital Management
Connecticut
$199M -$198M 3 6.15% Reduced
525
Simplex Trading
Simplex Trading
Illinois
$199M -$161M 17 8.55% Reduced