← 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
626
Wolverine Asset Management
Wolverine Asset Management
Illinois
$55.1M +$33.8M 7 1.23% Increased
627
Zacks Investment Management
Zacks Investment Management
Illinois
$54.7M -$2.37M 7 2.36% Reduced
628
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$54.4M -$2.62M 6 4.72% Reduced
629
R.M. Davis Inc
R.M. Davis Inc
Maine
$54.1M -$1.25M 5 3.65% Reduced
630
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$54M -$5.07M 5 3.23% Reduced
631
Crosslink Capital
Crosslink Capital
California
$53.9M +$53.7M 2 4.19% New
632
Coldstream Capital Management
Coldstream Capital Management
Washington
$53.9M -$1.75M 3 17.75% Reduced
633
Bridgewater Associates
Bridgewater Associates
Connecticut
$53.4M -$828K 4 0.45% Reduced
634
Virtu KCG Holdings
Virtu KCG Holdings
New York
$53.3M +$53.5M 11 0.68% New
635
Sculptor Capital
Sculptor Capital
New York
$53.2M -$186M 2 0.15% Reduced
636
Scotia Capital
Scotia Capital
Ontario, Canada
$53.1M +$8.78M 5 1.42% Increased
637
GACM
Green Arrow Capital Management
New York
$52.8M -$6.83M 3 3.97% Reduced
638
JHL Capital Group
JHL Capital Group
Illinois
$51.6M -$179M 1 8.81% Reduced
639
Alpha Wave Global
Alpha Wave Global
New York
$51.6M +$2.66M 1 5.08% Increased
640
SIM
Sentry Investment Management
Wisconsin
$51.6M +$12.7M 8 3.05% Increased
641
CP
Coho Partners
Pennsylvania
$51.4M +$11.6M 2 4.73% Increased
642
MVP
Miller Value Partners
Florida
$51.4M +$1.7M 2 3.1% Increased
643
HT
HAP Trading
New York
$51.4M +$21.1M 4 1.64% Increased
644
MCI
McDonald Capital Investors
California
$51.1M -$12.2M 1 6.61% Reduced
645
UMB Bank
UMB Bank
Missouri
$51.1M -$6.43M 5 2.95% Reduced
646
Clough Capital Partners
Clough Capital Partners
Massachusetts
$51M -$84.6M 1 1.59% Reduced
647
Nippon Life Insurance
Nippon Life Insurance
Japan
$50.6M -$2.76M 5 1.57% Reduced
648
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$50.5M +$3.64M 5 4.01% Increased
649
Daiwa Securities Group
Daiwa Securities Group
Japan
$50.4M -$15.4M 9 0.4% Reduced
650
Absolute Return Capital
Absolute Return Capital
Massachusetts
$50.4M -$17.4M 4 0.7% Reduced