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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
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$525M +$33.3M 6 17.73% Increased
527
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$521M -$18.1M 6 21.18% Reduced
528
Atreides Management
Atreides Management
Massachusetts
$520M -$14.1M 7 15.8% Reduced
529
MRG
Milestone Resources Group
British Virgin Islands
$518M -$234M 2 27.44% Reduced
530
HHLR Advisors
HHLR Advisors
Cayman Islands
$517M -$113M 1 14.6% Reduced
531
Great Lakes Advisors
Great Lakes Advisors
Illinois
$515M -$15.4M 12 4.61% Reduced
532
Sapient Capital
Sapient Capital
Indiana
$513M +$8.79M 7 10.13% Increased
533
UMB Bank
UMB Bank
Missouri
$511M -$17.6M 20 8.42% Reduced
534
OFI Invest Asset Management
OFI Invest Asset Management
France
$511M -$20.3M 10 13.42% Reduced
535
Argent Capital Management
Argent Capital Management
Missouri
$507M -$9.9M 6 15.53% Reduced
536
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$506M +$43.5M 17 8.93% Increased
537
Generali Asset Management
Generali Asset Management
Italy
$505M +$11.6M 13 12.45% Increased
538
KCM
Kensico Capital Management
Connecticut
$504M -$6.16M 3 11.37% Reduced
539
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$501M -$48.3M 9 7.82% Reduced
540
WhitTier Trust Company
WhitTier Trust Company
Nevada
$501M +$11.7M 19 12.64% Increased
541
DF Dent & Co
DF Dent & Co
Maryland
$501M -$14.8M 6 6.68% Reduced
542
Gabelli Funds
Gabelli Funds
New York
$500M -$44.8M 10 3.81% Reduced
543
Railway Pension Investments
Railway Pension Investments
United Kingdom
$498M -$68.6M 8 7.07% Reduced
544
Chilton Investment Company
Chilton Investment Company
Connecticut
$497M +$13.9M 7 12.13% Increased
545
Pinnacle Associates
Pinnacle Associates
New York
$490M +$10.9M 12 7.18% Increased
546
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$489M +$6.16M 14 3.34% Increased
547
Glenview Trust
Glenview Trust
Kentucky
$484M +$8.17M 7 9.4% Increased
548
Avantax Advisory Services
Avantax Advisory Services
Texas
$483M +$27.6M 18 2.93% Increased
549
Hyperion Asset Management
Hyperion Asset Management
Australia
$478M -$42.4M 3 18.78% Reduced
550
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$475M +$6.95M 6 11.48% Increased