← 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
526
Private Advisor Group
Private Advisor Group
New Jersey
$235M +$28.5M 12 4.31% Increased
527
MNBTD
Moody National Bank Trust Division
Texas
$234M +$232K 7 8.26% Increased
528
Synovus Financial
Synovus Financial
Georgia
$234M +$52M 19 3.26% Increased
529
Krane Funds Advisors
Krane Funds Advisors
New York
$233M +$61.3M 3 12.74% Increased
530
CC
Cederberg Capital
United Kingdom
$233M +$3.21M 1 39.76% Increased
531
Washington Trust
Washington Trust
Rhode Island
$233M +$1.07M 14 11.09% Increased
532
IC
Immersion Capital
United Kingdom
$232M +$26.2M 2 31.66% Increased
533
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$231M -$11.4M 8 11.47% Reduced
534
Pacer Advisors
Pacer Advisors
Pennsylvania
$231M +$156M 10 4.64% Increased
535
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$229M +$5.97M 14 5.21% Increased
536
SW
SVB Wealth
Massachusetts
$229M -$5.02M 9 5.55% Reduced
537
SAM
Sawgrass Asset Management
Florida
$228M +$62.3M 8 20.43% Increased
538
Ossiam
Ossiam
France
$228M +$103M 9 15.54% Increased
539
ACA
Abdiel Capital Advisors
New York
$227M +$174M 2 10.6% Increased
540
Achmea Investment Management
Achmea Investment Management
Netherlands
$227M -$36.9M 6 10.38% Reduced
541
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$225M +$6.3M 8 1.29% Increased
542
WMC
Westwood Management Corporation
Illinois
$225M -$17.5M 5 30.49% Reduced
543
WI
Wafra Inc
New York
$224M +$34.9M 5 17.17% Increased
544
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$224M +$115M 12 10.5% Increased
545
RHBC
R.H. Bluestein & Co
Michigan
$224M -$55.8M 6 19.04% Reduced
546
MRG
Milestone Resources Group
British Virgin Islands
$223M +$5.46M 3 29.64% Increased
547
Castleark Management
Castleark Management
Illinois
$221M +$9.69M 7 13.12% Increased
548
Riverbridge Partners
Riverbridge Partners
Minnesota
$220M -$2.24M 5 4.6% Reduced
549
Wolverine Trading
Wolverine Trading
Illinois
$220M -$150M 17 0.66% Reduced
550
HMP
HS Management Partners
New York
$220M -$209M 2 9.61% Reduced