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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
Ruffer LLP
Ruffer LLP
United Kingdom
$359M +$138M 2 13.33% Increased
602
FI
Focused Investors
California
$359M -$8.99M 2 11.61% Reduced
603
Crake Asset Management
Crake Asset Management
United Kingdom
$357M +$57.1M 5 34.02% Increased
604
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$355M -$1.97M 12 4.12% Reduced
605
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$355M -$1.97M 12 4.12% Reduced
606
ClariVest Asset Management
ClariVest Asset Management
California
$354M -$45.2M 18 19.65% Reduced
607
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$354M -$2.74M 6 18.84% Reduced
608
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$354M +$105M 3 41.43% Increased
609
Scharf Investments
Scharf Investments
California
$352M -$32M 4 9.66% Reduced
610
Hantz Financial Services
Hantz Financial Services
Michigan
$352M -$3.31M 19 7.69% Reduced
611
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$349M -$318M 1 19.5% Reduced
612
Anomaly Capital Management
Anomaly Capital Management
New York
$349M +$27.8M 3 15.04% Increased
613
TPG GP A
TPG GP A
Texas
$347M +$44.9M 3 5.6% Increased
614
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$346M -$13.2M 5 9.7% Reduced
615
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$345M -$21.2M 3 16.84% Reduced
616
Penserra Capital Management
Penserra Capital Management
California
$345M +$23.3M 17 6.48% Increased
617
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$344M $0 1 7.58% Maintained
618
Oak Associates
Oak Associates
Ohio
$344M -$30.4M 8 25.99% Reduced
619
Prudential plc
Prudential plc
United Kingdom
$343M -$27.2M 16 3.48% Reduced
620
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$343M -$12.1M 6 15.83% Reduced
621
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$341M -$5.29M 14 1.42% Reduced
622
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$341M -$24.4M 1 3.19% Reduced
623
SCM
Steadfast Capital Management
New York
$339M +$65.4M 2 8.36% Increased
624
Sculptor Capital
Sculptor Capital
New York
$338M -$315M 2 7.16% Reduced
625
Meyer Handelman Company
Meyer Handelman Company
New York
$336M -$28.3M 7 13.09% Reduced