← 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
UMB Bank
UMB Bank
Missouri
$607M -$31.6M 21 9.95% Reduced
502
Maverick Capital
Maverick Capital
Texas
$605M +$219M 11 11.48% Increased
503
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$605M +$15.6M 15 9.19% Increased
504
Antipodes Partners
Antipodes Partners
Australia
$603M -$36.3M 5 21.9% Reduced
505
Tidal Investments
Tidal Investments
Wisconsin
$602M +$101M 21 8.08% Increased
506
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$601M +$1.16M 20 11.07% Increased
507
Argent Capital Management
Argent Capital Management
Missouri
$597M -$6.22M 5 17.54% Reduced
508
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$595M +$173K 4 25.1% Increased
509
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$594M -$35.3M 6 19.26% Reduced
510
Dorsal Capital Management
Dorsal Capital Management
California
$591M -$168M 2 20.36% Reduced
511
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$591M +$39.8M 6 21.79% Increased
512
Hyperion Asset Management
Hyperion Asset Management
Australia
$590M -$37.8M 3 24.36% Reduced
513
LGT Capital Partners
LGT Capital Partners
Switzerland
$590M -$116M 3 20.1% Reduced
514
Advisors Capital Management
Advisors Capital Management
New Jersey
$589M +$6.45M 8 10.27% Increased
515
Ethic Inc
Ethic Inc
New York
$588M +$27M 20 13.79% Increased
516
Mizuho Securities USA
Mizuho Securities USA
New York
$584M +$543M 10 12.92% Increased
517
DF Dent & Co
DF Dent & Co
Maryland
$582M -$28.9M 6 7.52% Reduced
518
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$581M -$28.3M 15 6.87% Reduced
519
MPM
MBB Public Markets
Illinois
$581M +$500M 14 11.74% Increased
520
Mirova US
Mirova US
Massachusetts
$576M +$10.6M 1 7.17% Increased
521
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
$567M -$44M 6 16.9% Reduced
522
Sapient Capital
Sapient Capital
Indiana
$566M +$27.7M 7 11.79% Increased
523
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$566M -$4.64M 9 16.39% Reduced
524
London Company of Virginia
London Company of Virginia
Virginia
$566M -$29.1M 3 3.18% Reduced
525
Shelton Capital Management
Shelton Capital Management
Colorado
$560M +$1.53M 12 15.21% Increased