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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
Cincinnati Insurance
Cincinnati Insurance
Ohio
$589M $0 1 9.9% Maintained
552
Insight Holdings Group
Insight Holdings Group
New York
$589M +$225M 4 24.62% Increased
553
Cercano Management
Cercano Management
Washington
$582M -$101M 5 16.6% Reduced
554
Pinnacle Associates
Pinnacle Associates
New York
$582M -$29.3M 14 8.42% Reduced
555
Generali Asset Management
Generali Asset Management
Italy
$580M -$41.9M 13 13.21% Reduced
556
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$576M +$27.1M 3 15.34% Increased
557
TA
Trivest Advisors
Hong Kong
$576M +$117M 6 22.36% Increased
558
Dorsal Capital Management
Dorsal Capital Management
California
$575M -$55.9M 3 15.34% Reduced
559
Mizuho Securities USA
Mizuho Securities USA
New York
$575M -$81.1M 9 12.27% Reduced
560
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$574M -$599M 4 7.96% Reduced
561
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$572M +$52.4M 3 1.86% Increased
562
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$570M -$132M 8 11.99% Reduced
563
SCM
Silvant Capital Management
Georgia
$568M +$17.4M 8 21.48% Increased
564
Westwood Holdings Group
Westwood Holdings Group
Texas
$561M +$30.7M 8 4.04% Increased
565
R.M. Davis Inc
R.M. Davis Inc
Maine
$559M +$7.62M 6 10.37% Increased
566
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$557M +$34.8M 19 6.81% Increased
567
Busey Bank
Busey Bank
Illinois
$552M -$3.98M 6 16.86% Reduced
568
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$549M +$26.8M 17 4.69% Increased
569
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$548M +$6.54M 9 9.41% Increased
570
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$548M +$301K 10 10.5% Increased
571
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$545M -$31.6M 13 15.94% Reduced
572
Slate Path Capital
Slate Path Capital
New York
$543M -$488M 2 9.36% Reduced
573
Allworth Financial
Allworth Financial
California
$543M +$117M 30 2.6% Increased
574
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$542M +$15.5M 11 10.9% Increased
575
First Financial Bankshares
First Financial Bankshares
Texas
$541M +$27.3M 7 12.12% Increased