← All themes

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
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$558M -$12.8M 9 13.63% Reduced
602
CC
Capital Counsel
New York
$554M -$28.7M 5 21.25% Reduced
603
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$551M +$4.46M 6 14.51% Increased
604
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$550M +$25.5M 14 13.79% Increased
605
Voleon Capital Management
Voleon Capital Management
California
$547M +$236M 12 13.37% Increased
606
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$547M -$11.9M 9 16.5% Reduced
607
LT
Lindsell Train
United Kingdom
$546M +$41M 2 13.39% Increased
608
Riverbridge Partners
Riverbridge Partners
Minnesota
$544M -$18.9M 5 9.18% Reduced
609
NP
NS Partners
United Kingdom
$543M +$15.4M 3 21.02% Increased
610
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$540M +$4.61M 7 5.23% Increased
611
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$539M -$11.6M 9 10.82% Reduced
612
DG
Discerene Group
Connecticut
$534M $0 1 45.58% Maintained
613
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$533M -$3.14M 9 9.54% Reduced
614
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$533M +$101M 21 10.04% Increased
615
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$533M -$25M 3 2.53% Reduced
616
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$532M +$28.7M 17 1.3% Increased
617
ARK Investment Management
ARK Investment Management
Florida
$532M +$112M 7 3.17% Increased
618
Meyer Handelman Company
Meyer Handelman Company
New York
$528M +$1.78M 8 16.71% Increased
619
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$528M +$6.4M 6 17.8% Increased
620
Chicago Capital
Chicago Capital
Illinois
$527M +$2.25M 11 12.97% Increased
621
Hancock Whitney
Hancock Whitney
Mississippi
$524M +$4.36M 10 9.54% Increased
622
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$524M -$202M 2 1.62% Reduced
623
Horizon Investments
Horizon Investments
North Carolina
$522M +$123M 15 6.86% Increased
624
Metis Global Partners
Metis Global Partners
California
$522M -$21.4M 15 12.29% Reduced
625
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$520M +$29.9M 16 6.13% Increased