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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
626
Frontier Capital Management
Frontier Capital Management
Massachusetts
$78M -$39.1M 3 0.66% Reduced
627
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$77.9M -$11.9M 9 0.17% Reduced
628
Rathbones Group
Rathbones Group
United Kingdom
$77.9M -$14.5M 6 5.19% Reduced
629
Confluence Investment Management
Confluence Investment Management
Missouri
$77.8M +$2.49M 3 2.84% Increased
630
Curian Capital
Curian Capital
Colorado
$77.7M -$47.7M 6 2.07% Reduced
631
SCM
Suffolk Capital Management
New York
$77M +$8.56M 6 10.24% Increased
632
Scotia Capital
Scotia Capital
Ontario, Canada
$77M +$3.95M 7 1.74% Increased
633
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$76.9M +$57.6M 5 6.94% Increased
634
TAM
Telemark Asset Management
Massachusetts
$76.7M +$24.6M 2 23.47% Increased
635
ACM
Andor Capital Management
New York
$76.6M +$16.5M 2 12.05% Increased
636
Voloridge Investment Management
Voloridge Investment Management
Florida
$75.9M +$68.4M 3 3.57% Increased
637
Barings
Barings
North Carolina
$75.9M -$3.6M 8 1.87% Reduced
638
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$75.7M -$5.15M 5 5.28% Reduced
639
JC
Joho Capital
New York
$75.7M +$22.9M 3 21.67% Increased
640
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$75.6M +$580K 5 6.27% Increased
641
Advisors Asset Management
Advisors Asset Management
Colorado
$75.6M +$15.7M 10 1.21% Increased
642
BAM
Barrett Asset Management
New York
$75.3M -$8.84M 6 6.86% Reduced
643
KP
Kiltearn Partners
United Kingdom
$75.3M -$11.2M 1 3.5% Reduced
644
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$75.1M +$5.73M 3 4.99% Increased
645
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$75.1M +$1.84M 8 1.4% Increased
646
CAM
Contour Asset Management
New York
$74.9M -$13.4M 1 4.32% Reduced
647
Cambridge Trust
Cambridge Trust
Massachusetts
$74.7M +$176K 5 6.54% Increased
648
Chubb Corp
Chubb Corp
New Jersey
$74.5M $0 3 4.3% Maintained
649
PEAK6 Group
PEAK6 Group
Illinois
$74.3M -$23.6M 9 0.39% Reduced
650
Parametric Risk Advisors
Parametric Risk Advisors
Connecticut
$73.9M +$1.55M 4 4.8% Increased