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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
UMB Bank
UMB Bank
Missouri
$298M -$19.3M 8 8.02% Reduced
577
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$295M +$272M 1 31.83% New
578
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$293M -$1.78M 12 11.45% Reduced
579
Amalgamated Bank
Amalgamated Bank
New York
$292M -$1.9M 20 11.08% Reduced
580
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$291M -$365M 1 41.48% Reduced
581
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$291M -$2.33M 13 4.45% Reduced
582
AE Wealth Management
AE Wealth Management
Kansas
$290M +$16.9M 19 3.29% Increased
583
SIM
Sentry Investment Management
Wisconsin
$283M +$791K 11 14.25% Increased
584
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$283M +$274M 7 31.82% New
585
Moore Capital Management
Moore Capital Management
New York
$282M -$245M 7 3.1% Reduced
586
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$282M +$13.6M 2 1.91% Increased
587
IC
Inverness Counsel
New York
$282M -$6.83M 6 11.51% Reduced
588
QS Investors
QS Investors
New York
$282M +$1.76M 11 3.38% Increased
589
Banco Santander
Banco Santander
Spain
$281M -$194M 10 2.01% Reduced
590
MIM
Meridiem Investment Management
United Kingdom
$281M +$271M 4 14.69% New
591
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$280M -$5.1M 6 16.71% Reduced
592
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$278M -$4.29M 11 11.79% Reduced
593
IMC Chicago
IMC Chicago
Illinois
$278M +$219M 8 0.35% Increased
594
Alyeska Investment Group
Alyeska Investment Group
Illinois
$276M +$227K 7 3.91% Increased
595
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$276M +$807M 21 14.17% Increased
596
Penserra Capital Management
Penserra Capital Management
California
$275M +$62.9M 19 6.5% Increased
597
SAM
Sawgrass Asset Management
Florida
$274M -$2.1M 8 20.43% Reduced
598
SRIM
Saratoga Research & Investment Management
California
$274M +$3.2M 6 14.67% Increased
599
People's United Financial
People's United Financial
Connecticut
$273M -$8.13M 12 6.77% Reduced
600
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$272M -$236M 4 6.25% Reduced