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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
576
Erste Asset Management
Erste Asset Management
Austria
$261M +$24.3M 12 8.91% Increased
577
CCP
Cryder Capital Partners
United Kingdom
$261M +$1.97M 2 24.24% Increased
578
Alyeska Investment Group
Alyeska Investment Group
Illinois
$260M -$32.5M 10 3.96% Reduced
579
SAM
Sawgrass Asset Management
Florida
$260M -$61.6M 8 20.64% Reduced
580
QS Investors
QS Investors
New York
$260M -$15.7M 11 3.47% Reduced
581
People's United Financial
People's United Financial
Connecticut
$260M +$1.69M 12 7.22% Increased
582
OC
Oakmont Corp
California
$259M $0 2 26.91% Maintained
583
Pinnacle Associates
Pinnacle Associates
New York
$258M -$11.6M 13 6.13% Reduced
584
Hyperion Asset Management
Hyperion Asset Management
Australia
$255M -$18.1M 4 25.88% Reduced
585
AE Wealth Management
AE Wealth Management
Kansas
$254M +$16.8M 16 3.63% Increased
586
Castle Hook Partners
Castle Hook Partners
New York
$254M -$23.7M 4 9.94% Reduced
587
ROIC
Route One Investment Company
California
$254M -$14M 2 6.65% Reduced
588
RP
Regal Partners
Australia
$253M -$37.5M 1 33.47% Reduced
589
BHB
Bank Hapoalim BM
Israel
$253M +$577K 7 11.8% Increased
590
VIM
Veritas Investment Management
United Kingdom
$253M -$7.16M 4 15.36% Reduced
591
MICM
Matthews International Capital Management
California
$252M -$58.1M 2 17.01% Reduced
592
Credit Agricole
Credit Agricole
France
$250M +$5.52M 13 13.36% Increased
593
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$249M +$8.33M 10 11.32% Increased
594
CA
Cornerstone Advisors
North Carolina
$249M +$27.7M 4 22.35% Increased
595
Synovus Financial
Synovus Financial
Georgia
$249M -$2.86M 11 3.32% Reduced
596
RAM
RWC Asset Management
United Kingdom
$248M -$3.94M 3 9.96% Reduced
597
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$247M +$1.07M 2 1.98% Increased
598
Voloridge Investment Management
Voloridge Investment Management
Florida
$246M -$414M 13 2.05% Reduced
599
LFDLE
La Financiere de L'Echiquier
France
$245M -$47.5M 9 17.02% Reduced
600
SRIM
Saratoga Research & Investment Management
California
$245M -$9.52M 5 14.66% Reduced