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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
SCM
Steadfast Capital Management
New York
$462M +$39.4M 2 9.72% Increased
577
Walleye Trading
Walleye Trading
New York
$460M -$65.4M 18 1.09% Reduced
578
Samlyn Capital
Samlyn Capital
New York
$460M +$18.1M 2 7.66% Increased
579
Advisors Asset Management
Advisors Asset Management
Colorado
$460M -$8.05M 18 8.97% Reduced
580
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$460M +$16.9M 8 9.97% Increased
581
BOK Financial
BOK Financial
Oklahoma
$459M +$1.64M 18 8.24% Increased
582
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$458M -$10.3M 9 15.66% Reduced
583
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$456M -$5.17M 6 20.76% Reduced
584
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$455M -$84.3M 1 25.56% Reduced
585
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$454M -$1M 6 14.13% Reduced
586
James Hambro & Partners
James Hambro & Partners
United Kingdom
$452M +$880K 5 20.99% Increased
587
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$451M -$3.42M 7 8.56% Reduced
588
Chicago Capital
Chicago Capital
Illinois
$449M +$2.37M 9 13.35% Increased
589
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$449M -$27.2M 11 13.21% Reduced
590
NS Partners
NS Partners
United Kingdom
$448M -$1.65M 5 20.33% Reduced
591
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$445M +$160M 17 3.04% Increased
592
BSN Capital Partners
BSN Capital Partners
United Kingdom
$445M -$339M 2 29.14% Reduced
593
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$445M +$2.76M 13 4.7% Increased
594
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$445M +$2.76M 13 4.7% Increased
595
Jones Financial Companies
Jones Financial Companies
Missouri
$441M +$201M 22 0.51% Increased
596
PGGM Investments
PGGM Investments
Netherlands
$437M +$34.3M 7 6.25% Increased
597
Crake Asset Management
Crake Asset Management
United Kingdom
$436M -$109M 4 34.73% Reduced
598
Securian Asset Management
Securian Asset Management
Minnesota
$434M -$10.3M 12 12.67% Reduced
599
Citizens Financial Group
Citizens Financial Group
Rhode Island
$434M +$183M 11 9.63% Increased
600
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$429M +$12.1M 3 18.88% Increased