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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
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$216M -$5.12M 17 9.68% Reduced
602
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$216M -$53.5M 29 1.26% Reduced
603
Twin Tree Management
Twin Tree Management
Texas
$215M +$79.8M 9 0.47% Increased
604
Gotham Asset Management
Gotham Asset Management
New York
$215M -$3.64M 18 6.06% Reduced
605
FA
FDx Advisors
Illinois
$214M -$11.4M 11 9.31% Reduced
606
SAM
Shell Asset Management
Netherlands
$214M -$68.9M 19 9.38% Reduced
607
Pacer Advisors
Pacer Advisors
Pennsylvania
$214M +$36.8M 18 1.09% Increased
608
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$214M +$38.7M 7 6.71% Increased
609
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$214M -$263K 4 14.09% Reduced
610
Harvard Management Company
Harvard Management Company
Massachusetts
$213M $0 1 26.38% Maintained
611
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$213M -$1.71M 7 6.06% Reduced
612
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$212M +$65.8M 4 1.29% Increased
613
RAM
RWC Asset Management
United Kingdom
$212M +$13.7M 3 6.65% Increased
614
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$211M -$1.16M 9 8.29% Reduced
615
OPFM
Optimus Prime Fund Management
Cayman Islands
$210M +$59.1M 7 25.36% Increased
616
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$209M +$223M 12 12.09% New
617
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$209M +$72.8M 4 4.61% Increased
618
WMC
Westwood Management Corporation
Illinois
$208M -$1.38M 5 28.04% Reduced
619
HHAA
Henry H. Armstrong Associates
Pennsylvania
$208M -$2.48M 5 25.74% Reduced
620
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$207M +$14.5M 5 13.9% Increased
621
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$207M +$188M 6 29.41% Increased
622
Abrams Capital Management
Abrams Capital Management
Massachusetts
$206M -$54.3M 1 7.36% Reduced
623
MIHAS
Maj Invest Holding A/S
Denmark
$206M -$22.3M 1 5.45% Reduced
624
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$206M +$203M 1 11.27% Increased
625
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$206M -$216K 19 8.81% Reduced