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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
551
UBS O'Connor
UBS O'Connor
Illinois
$74.1M +$70.8M 3 1.39% New
552
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$73.6M +$75.6M 5 6.15% New
553
Two Sigma Advisers
Two Sigma Advisers
New York
$73.6M +$78M 6 1.05% New
554
Baupost Group
Baupost Group
Massachusetts
$73.3M +$79.2M 1 1.82% New
555
Check Capital Management
Check Capital Management
California
$73.3M +$76.7M 3 10.18% New
556
DIA
Denver Investment Advisors
Colorado
$72.6M +$72M 7 1.67% New
557
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$72.2M +$70.8M 5 3.22% New
558
BM
Bridger Management
New York
$71.8M +$69.2M 1 5.28% New
559
DAC
Dividend Assets Capital
South Carolina
$71.3M +$76M 2 3.14% New
560
TIAA CREF Trust
TIAA CREF Trust
Missouri
$70.9M +$72.5M 4 1.48% New
561
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$70.3M +$69.7M 6 7.77% New
562
HCM
Huber Capital Management
California
$69.8M +$66.4M 2 2.78% New
563
EA
Euclid Advisors
Connecticut
$69.5M +$66.7M 3 0.88% New
564
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.5M +$67.6M 7 1.17% New
565
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$69.3M +$67M 3 5.4% New
566
CPIM
Columbia Partners Investment Management
Virginia
$69.2M +$68.7M 6 3.27% New
567
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$69.1M +$69.7M 5 4.47% New
568
AMI
Amica Mutual Insurance
Rhode Island
$69M +$69.2M 7 6.03% New
569
AF
Ally Financial
Michigan
$68.8M +$69.2M 6 6.77% New
570
MCC
Mid Continent Capital
Illinois
$68.7M +$69.5M 5 5.01% New
571
Samlyn Capital
Samlyn Capital
New York
$68.4M +$66M 1 2% New
572
Barings
Barings
North Carolina
$68.4M +$68.5M 8 3.07% New
573
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$67.7M +$66M 5 5.75% New
574
MCMC
Matrix Capital Management Company
New Hampshire
$67.7M +$65M 2 7.12% New
575
SCM
Shapiro Capital Management
Georgia
$67.6M +$64.1M 1 2.11% New