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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
601
Synovus Financial
Synovus Financial
Georgia
$289M +$7.18M 13 3.23% Increased
602
NP
NS Partners
United Kingdom
$289M +$10.9M 5 16.72% Increased
603
QS Investors
QS Investors
New York
$287M -$10.2M 11 3.35% Reduced
604
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$287M -$555M 23 13.26% Reduced
605
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$286M -$11.1M 6 16.27% Reduced
606
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$285M -$56M 20 4.52% Reduced
607
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$285M +$25.8M 3 15.55% Increased
608
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$284M +$744K 8 31.3% Increased
609
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$283M -$186K 10 13.86% Reduced
610
People's United Financial
People's United Financial
Connecticut
$283M -$7.64M 11 6.77% Reduced
611
AC
Alleghany Corporation
New York
$283M -$111M 3 9.06% Reduced
612
Phoenix Financial
Phoenix Financial
Israel
$283M +$37.3M 10 6.39% Increased
613
CCM
Candlestick Capital Management
Connecticut
$282M +$117M 2 6.18% Increased
614
SC
SRB Corp
Massachusetts
$281M +$1.47M 2 19.21% Increased
615
WhitTier Trust Company
WhitTier Trust Company
Nevada
$281M +$47.2M 14 12.56% Increased
616
Spire Wealth Management
Spire Wealth Management
Virginia
$280M +$285M 25 7.45% New
617
GC
Gobi Capital
California
$280M +$35M 1 18.91% Increased
618
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$277M +$18.7M 9 7.16% Increased
619
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$277M +$22.8M 6 20.23% Increased
620
Confluence Investment Management
Confluence Investment Management
Missouri
$275M +$698K 6 3.86% Increased
621
Braun Stacey Associates
Braun Stacey Associates
New York
$274M +$19.3M 5 11.55% Increased
622
NCMU
NAYA Capital Management (UK)
United Kingdom
$274M -$44.2M 1 10.22% Reduced
623
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$274M $0 2 4.62% Maintained
624
AssetMark Inc
AssetMark Inc
California
$273M +$8.49M 12 1.41% Increased
625
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$273M -$174M 14 3.32% Reduced