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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
RBC Europe
RBC Europe
United Kingdom
$148M -$1.59M 13 18.11% Reduced
627
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$147M +$20.2M 7 1.58% Increased
628
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$146M +$1.08M 3 6.39% Increased
629
Credit Agricole
Credit Agricole
France
$146M +$27.4M 8 9.9% Increased
630
Myriad Asset Management
Myriad Asset Management
Hong Kong
$146M +$123M 4 13.07% Increased
631
BOK Financial
BOK Financial
Oklahoma
$146M -$1.2M 10 4.15% Reduced
632
Washington Trust
Washington Trust
Rhode Island
$145M -$5.95M 8 8.51% Reduced
633
Meyer Handelman Company
Meyer Handelman Company
New York
$145M -$2.69M 7 7.39% Reduced
634
UMB Bank
UMB Bank
Missouri
$144M +$75K 7 4.64% Increased
635
FI
Focused Investors
California
$143M -$4.26M 1 6.28% Reduced
636
BG
Bollard Group
Massachusetts
$142M +$11.2M 9 7.08% Increased
637
FCM
Flinton Capital Management
Pennsylvania
$142M -$1.88M 6 4.78% Reduced
638
AI
ArchPoint Investors
Florida
$142M +$3.14M 5 41.86% Increased
639
Elliott Management
Elliott Management
New York
$142M $0 1 0.8% Maintained
640
CAM
Contour Asset Management
New York
$141M -$63M 3 7.28% Reduced
641
Inverness Counsel
Inverness Counsel
New York
$141M +$17.1M 5 8.51% Increased
642
LHC
Levy Harkins & Co
New York
$141M +$105M 2 35.94% Increased
643
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$141M +$10.3M 8 6.35% Increased
644
Tiedemann Advisors
Tiedemann Advisors
New York
$141M +$7.2M 7 9.62% Increased
645
Personal Capital Advisors
Personal Capital Advisors
California
$140M -$19.2M 8 2.18% Reduced
646
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$139M +$1.37M 11 6.36% Increased
647
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$138M -$3.82M 2 1.05% Reduced
648
WesBanco Bank
WesBanco Bank
West Virginia
$138M +$48.1M 11 7.04% Increased
649
Valiant Capital Management
Valiant Capital Management
California
$138M $0 2 12.59% Maintained
650
Chilton Investment Company
Chilton Investment Company
Connecticut
$137M +$1.82M 4 5.28% Increased