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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
R.H. Bluestein & Co
R.H. Bluestein & Co
Michigan
$259M -$7.73M 5 16.08% Reduced
577
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$258M -$8.46M 6 17.46% Reduced
578
Homestead Advisers
Homestead Advisers
Virginia
$258M -$44.9M 3 7.81% Reduced
579
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$256M -$90.1M 5 17.71% Reduced
580
HMP
HS Management Partners
New York
$256M -$18.1M 2 11.58% Reduced
581
YC
Yarbrough Capital
Tennessee
$255M $0 6 20.36% Maintained
582
Hosking Partners
Hosking Partners
United Kingdom
$254M -$19.6M 8 11.1% Reduced
583
FA
FDx Advisors
Illinois
$254M -$56.1M 8 11.39% Reduced
584
Tairen Capital
Tairen Capital
Hong Kong
$254M +$81.1M 3 28.86% Increased
585
Busey Bank
Busey Bank
Illinois
$253M +$1.87M 6 12.5% Increased
586
Brookfield Corp
Brookfield Corp
Ontario, Canada
$253M +$21.6M 8 0.93% Increased
587
Hantz Financial Services
Hantz Financial Services
Michigan
$253M +$10.6M 20 8.72% Increased
588
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$252M -$24.3M 4 4.3% Reduced
589
NS Partners
NS Partners
United Kingdom
$251M +$5.06M 4 16.27% Increased
590
Corvex Management
Corvex Management
New York
$248M -$24.1M 3 14.55% Reduced
591
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$248M +$14.3M 19 11.2% Increased
592
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$247M +$167K 6 11.42% Increased
593
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$246M -$11M 1 6.66% Reduced
594
FI
Focused Investors
California
$245M +$91.5M 2 8.78% Increased
595
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$244M -$3.64M 9 5.92% Reduced
596
Simplex Trading
Simplex Trading
Illinois
$243M +$69.9M 22 0.27% Increased
597
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$242M +$17.9M 13 4.54% Increased
598
Gotham Asset Management
Gotham Asset Management
New York
$235M +$72.9M 17 7.03% Increased
599
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$235M -$4.16M 17 11.13% Reduced
600
Phoenix Financial
Phoenix Financial
Israel
$234M -$45.7M 6 5.16% Reduced