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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
526
DC
Deere & Company
Illinois
$82.3M +$81.9M 8 5.02% New
527
Winton Capital Management
Winton Capital Management
United Kingdom
$82.2M +$82.5M 5 0.99% New
528
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$81.8M +$84.1M 6 1.77% New
529
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$81.3M +$82.5M 4 6.46% New
530
BAM
Barrett Asset Management
New York
$81.3M +$82.1M 5 8.23% New
531
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$81M +$78.2M 1 13% New
532
Oppenheimer & Co
Oppenheimer & Co
New York
$80.8M +$80.3M 9 3.13% New
533
Causeway Capital Management
Causeway Capital Management
California
$80.8M +$76.3M 2 8.53% New
534
BPBT
Boston Private Bank & Trust
Massachusetts
$80.7M +$81.2M 8 4.7% New
535
ESG
Emerging Sovereign Group
New York
$78.4M +$75.6M 1 3.28% New
536
ANI
American National Insurance
Texas
$78.1M +$78.1M 6 5.82% New
537
TimesSquare Capital Management
TimesSquare Capital Management
New York
$77.8M +$82.5M 3 0.48% New
538
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$77.6M +$73.2M 4 1.89% New
539
MG
Meditor Group
Bermuda
$77.5M +$74.8M 2 10.5% New
540
Braun Stacey Associates
Braun Stacey Associates
New York
$77.4M +$77.3M 5 4.88% New
541
VCM
Valiant Capital Management
California
$77.3M +$74.5M 1 9.26% New
542
Wedge Capital Management
Wedge Capital Management
North Carolina
$76.7M +$82.3M 2 0.92% New
543
Numeric Investors
Numeric Investors
Massachusetts
$76.4M +$74.5M 6 1.53% New
544
LI
LMCG Investments
Massachusetts
$76.3M +$75.2M 7 2% New
545
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$76.1M +$77.4M 5 5.76% New
546
Synovus Financial
Synovus Financial
Georgia
$75.8M +$75.8M 7 2.32% New
547
Meag Munich Ergo
Meag Munich Ergo
Germany
$74.7M +$74.9M 6 5.63% New
548
Findlay Park Partners
Findlay Park Partners
United Kingdom
$74.7M +$70.8M 1 0.95% New
549
WI
Wafra Inc
New York
$74.2M +$74M 5 11.8% New
550
Vaughan David Investments
Vaughan David Investments
Illinois
$74.2M +$76M 3 5.24% New