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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
Country Trust Bank
Country Trust Bank
Illinois
$452M -$22.5M 10 11.3% Reduced
602
Chicago Capital
Chicago Capital
Illinois
$451M +$8.39M 7 11.97% Increased
603
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$451M +$3.43M 9 8.82% Increased
604
Metis Global Partners
Metis Global Partners
California
$451M +$8.67M 15 13.58% Increased
605
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$449M -$14M 6 13.54% Reduced
606
EQF
Evergreen Quality Fund
Cayman Islands
$447M +$288M 2 14.33% Increased
607
Caption Management
Caption Management
Oklahoma
$446M +$367M 8 4.22% Increased
608
Soros Fund Management
Soros Fund Management
New York
$446M +$139M 7 6.71% Increased
609
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$445M -$58.5M 12 12.48% Reduced
610
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$444M +$24.5M 16 7.55% Increased
611
Fullerton Fund Management
Fullerton Fund Management
Singapore
$442M +$184M 5 15.43% Increased
612
Curi RMB Capital
Curi RMB Capital
Illinois
$442M +$35.1M 11 10.18% Increased
613
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$442M +$12.5M 7 8.77% Increased
614
Westwood Holdings Group
Westwood Holdings Group
Texas
$436M +$4.41M 8 3.35% Increased
615
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$435M -$3.41M 6 20.24% Reduced
616
Meyer Handelman Company
Meyer Handelman Company
New York
$433M -$1.79M 6 15% Reduced
617
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$431M -$18.4M 7 12.76% Reduced
618
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$431M -$4.67M 16 14.12% Reduced
619
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$430M -$16.8M 17 0.99% Reduced
620
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$430M -$26.4M 19 9.28% Reduced
621
BNP Paribas
BNP Paribas
France
$427M +$16.7M 13 2.55% Increased
622
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$425M +$156M 6 7.12% Increased
623
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$425M +$361M 6 4.99% Increased
624
Ursa Fund Management
Ursa Fund Management
California
$425M +$430M 1 31.94% New
625
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$424M +$8.64M 13 5.99% Increased