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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
People's United Financial
People's United Financial
Connecticut
$243M -$3.8M 12 6.65% Reduced
527
MNBTD
Moody National Bank Trust Division
Texas
$241M +$877K 7 6.41% Increased
528
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$240M -$145M 11 1.89% Reduced
529
Castle Hook Partners
Castle Hook Partners
New York
$240M -$202M 3 2.44% Reduced
530
Washington Trust
Washington Trust
Rhode Island
$240M +$58.4M 8 9.45% Increased
531
SW
SVB Wealth
Massachusetts
$240M -$10M 9 4.36% Reduced
532
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$239M $0 11 9.97% Maintained
533
Holocene Advisors
Holocene Advisors
New York
$238M -$446M 10 2.14% Reduced
534
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$238M +$208M 8 5.3% Increased
535
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$237M +$7.48M 11 3.84% Increased
536
RIM
Redpoint Investment Management
Australia
$236M -$5.32M 12 11.51% Reduced
537
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$235M +$216K 14 4.15% Increased
538
AAM
Anglepoint Asset Management
Cayman Islands
$235M +$214M 2 28.24% New
539
CC
Cannell & Co
New York
$235M +$1.25M 7 8.33% Increased
540
BAPIM
British Airways Pensions Investment Management
United Kingdom
$234M -$2.08M 5 9.96% Reduced
541
MML Investors Services
MML Investors Services
Massachusetts
$234M +$14.3M 15 3.34% Increased
542
PEAK6 Investments
PEAK6 Investments
Illinois
$233M +$140M 16 1.2% Increased
543
SAM
Southeastern Asset Management
Tennessee
$232M -$11.4M 1 3.87% Reduced
544
MRG
Milestone Resources Group
British Virgin Islands
$231M +$219M 2 27.75% New
545
NA
Newport Asia
California
$230M $0 1 51.44% Maintained
546
CCP
Cryder Capital Partners
United Kingdom
$228M $0 3 25.91% Maintained
547
ANI
American National Insurance
Texas
$226M -$13.5M 7 11.74% Reduced
548
QS Investors
QS Investors
New York
$226M +$2.98M 15 2.26% Increased
549
IC
Immersion Capital
United Kingdom
$226M +$36.6M 2 32.62% Increased
550
Great Lakes Advisors
Great Lakes Advisors
Illinois
$226M -$6.2M 7 4.84% Reduced