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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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$434M -$10.1M 8 8.02% Reduced
577
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$434M -$42.5M 13 10.96% Reduced
578
GTS Securities
GTS Securities
Florida
$433M +$119M 23 0.94% Increased
579
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$432M +$116K 13 4.3% Increased
580
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$432M +$116K 13 4.3% Increased
581
NP
NS Partners
United Kingdom
$432M +$6.27M 4 18.21% Increased
582
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$430M -$923K 6 12.64% Reduced
583
Trillium Asset Management
Trillium Asset Management
Massachusetts
$429M -$22.5M 6 10.53% Reduced
584
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$428M -$149M 19 8.98% Reduced
585
Ruffer LLP
Ruffer LLP
United Kingdom
$428M +$31M 2 13.48% Increased
586
Cowen and Company
Cowen and Company
New York
$423M +$126M 5 14.24% Increased
587
Meyer Handelman Company
Meyer Handelman Company
New York
$419M -$6.75M 7 14.18% Reduced
588
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$419M -$60.2M 4 15.4% Reduced
589
BOK Financial
BOK Financial
Oklahoma
$419M -$12.7M 20 7.44% Reduced
590
Metis Global Partners
Metis Global Partners
California
$414M +$9.97M 13 12.89% Increased
591
Westwood Holdings Group
Westwood Holdings Group
Texas
$410M -$1.27M 8 1.73% Reduced
592
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$409M +$14.7M 15 0.9% Increased
593
Synovus Financial
Synovus Financial
Georgia
$408M +$14.1M 13 4.73% Increased
594
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$407M -$3.56M 6 19.12% Reduced
595
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$405M +$1.21M 16 12.19% Increased
596
Raymond James Trust
Raymond James Trust
Florida
$404M +$4.57M 10 8.78% Increased
597
Capital International Sarl
Capital International Sarl
California
$404M +$42.8M 6 10.38% Increased
598
SAM
Securian Asset Management
Minnesota
$403M -$14.7M 12 11.64% Reduced
599
Chicago Capital
Chicago Capital
Illinois
$403M -$25.9M 8 11.18% Reduced
600
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$402M +$188M 15 3.48% Increased