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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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$243M -$13.2M 13 3.97% Reduced
577
RI
RWWM Inc
California
$241M +$15.7M 3 31.61% Increased
578
Capital International Inc
Capital International Inc
California
$240M -$55.1M 7 5.18% Reduced
579
Atria Wealth Solutions
Atria Wealth Solutions
New York
$240M -$7.51M 12 3.85% Reduced
580
Cantor Fitzgerald
Cantor Fitzgerald
New York
$239M -$41.7M 12 5.15% Reduced
581
Soros Fund Management
Soros Fund Management
New York
$239M -$42.9M 4 3.29% Reduced
582
C
Consulta
United Kingdom
$239M -$74.2M 2 20.48% Reduced
583
HRT Financial
HRT Financial
New York
$239M -$80.7M 20 3.37% Reduced
584
NP
NS Partners
United Kingdom
$238M +$1.93M 4 14.37% Increased
585
Homestead Advisers
Homestead Advisers
Virginia
$237M -$15.6M 2 6.32% Reduced
586
Hantz Financial Services
Hantz Financial Services
Michigan
$235M +$7.13M 19 7.1% Increased
587
Madison Asset Management
Madison Asset Management
Wisconsin
$232M +$34.4M 7 3.64% Increased
588
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$231M +$28.6M 3 40.18% Increased
589
Prudential plc
Prudential plc
United Kingdom
$231M +$59.3M 16 2.9% Increased
590
Sculptor Capital
Sculptor Capital
New York
$230M -$41.1M 5 4.01% Reduced
591
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$230M -$781K 6 9.56% Reduced
592
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$228M -$468K 9 5.2% Reduced
593
Meyer Handelman Company
Meyer Handelman Company
New York
$227M -$3.53M 7 9.48% Reduced
594
YC
Yarbrough Capital
Tennessee
$227M +$5.03M 8 18.01% Increased
595
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$227M +$131M 4 4.3% Increased
596
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$222M -$8.2M 1 5.58% Reduced
597
Munro Partners
Munro Partners
Australia
$222M -$105M 3 12.67% Reduced
598
Glenview Trust
Glenview Trust
Kentucky
$221M +$12.7M 7 7.31% Increased
599
Pentwater Capital Management
Pentwater Capital Management
Florida
$219M +$27.7M 3 3.84% Increased
600
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$219M -$4.94M 13 9.53% Reduced