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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
Northeast Investment Management
Northeast Investment Management
Massachusetts
$155M +$8.74M 8 13.13% Increased
627
Vantage Investment Partners
Vantage Investment Partners
Missouri
$155M +$32M 4 11.2% Increased
628
Twin Capital Management
Twin Capital Management
Pennsylvania
$154M -$7.93M 6 7.76% Reduced
629
ACPU
Arrowgrass Capital Partners (US)
Delaware
$154M +$50.9M 6 5.28% Increased
630
UMB Bank
UMB Bank
Missouri
$153M -$3.45M 7 4.86% Reduced
631
OC
Oakmont Corp
California
$152M +$63.4M 2 20.22% Increased
632
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$151M -$18M 8 2.1% Reduced
633
HLC
Hunt Lane Capital
New York
$151M -$34.8M 2 18.26% Reduced
634
HM Payson & Co
HM Payson & Co
Maine
$151M -$89.5M 6 6.44% Reduced
635
Meag Munich Ergo
Meag Munich Ergo
Germany
$150M -$83.5M 10 9.32% Reduced
636
Credit Agricole
Credit Agricole
France
$150M -$5.88M 8 10.52% Reduced
637
JMH
J.M. Hartwell
New York
$150M +$2.02M 5 27.09% Increased
638
CIM
Chiron Investment Management
New York
$149M +$41.7M 4 10.3% Increased
639
Synovus Financial
Synovus Financial
Georgia
$149M +$2.49M 14 2.48% Increased
640
OAM
Origin Asset Management
United Kingdom
$148M -$18.3M 4 10.53% Reduced
641
FCM
Flinton Capital Management
Pennsylvania
$147M -$309K 6 4.77% Reduced
642
Meyer Handelman Company
Meyer Handelman Company
New York
$146M -$194K 8 7.5% Reduced
643
Cambridge Trust
Cambridge Trust
Massachusetts
$146M -$2.43M 7 9.07% Reduced
644
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$145M -$5.57M 11 6.55% Reduced
645
IG
Ithaka Group
Virginia
$145M -$4.22M 4 22.57% Reduced
646
WesBanco Bank
WesBanco Bank
West Virginia
$145M -$1.9M 10 7.48% Reduced
647
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$145M -$4.14M 7 6.33% Reduced
648
Sit Investment Associates
Sit Investment Associates
Minnesota
$143M -$21M 6 3.69% Reduced
649
Impax Asset Management
Impax Asset Management
New Hampshire
$143M -$2.31M 7 8.49% Reduced
650
Tiedemann Advisors
Tiedemann Advisors
New York
$143M +$2.56M 7 9.14% Increased