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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
Cambridge Trust
Cambridge Trust
Massachusetts
$162M -$2.3M 7 9.34% Reduced
627
Meyer Handelman Company
Meyer Handelman Company
New York
$162M -$3.08M 8 7.89% Reduced
628
OAM
Origin Asset Management
United Kingdom
$161M +$7.63M 5 10.5% Increased
629
PCM
Prime Capital Management
Hong Kong
$161M $0 1 28.79% Maintained
630
TCA
Taconic Capital Advisors
New York
$161M -$92.2M 3 16.26% Reduced
631
CBOA
Commonwealth Bank of Australia
Australia
$160M +$6.86M 13 1.54% Increased
632
Pinnacle Associates
Pinnacle Associates
New York
$159M +$111K 11 3.3% Increased
633
Regal Partners
Regal Partners
Australia
$159M -$4.07M 1 16.51% Reduced
634
Sit Investment Associates
Sit Investment Associates
Minnesota
$159M -$3.55M 6 4.07% Reduced
635
HCM
Hitchwood Capital Management
New York
$159M -$122M 2 2.24% Reduced
636
LGT Capital Partners
LGT Capital Partners
Switzerland
$158M -$18.9M 4 12.3% Reduced
637
Formuepleje A/S
Formuepleje A/S
Denmark
$158M -$638K 5 15.19% Reduced
638
WesBanco Bank
WesBanco Bank
West Virginia
$156M -$5.18M 10 7.69% Reduced
639
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$156M -$17.9M 5 5.58% Reduced
640
Winton Group
Winton Group
United Kingdom
$156M -$26.7M 15 3.26% Reduced
641
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$155M -$4.74M 3 11.82% Reduced
642
NWQ Investment Management Company
NWQ Investment Management Company
California
$154M -$20.3M 3 3.06% Reduced
643
Harvard Management Company
Harvard Management Company
Massachusetts
$154M -$47.5M 2 39.37% Reduced
644
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$154M +$149M 7 2.21% New
645
PFU
Parus Finance (UK)
United Kingdom
$154M -$24.1M 3 35.44% Reduced
646
Chilton Investment Company
Chilton Investment Company
Connecticut
$154M +$618K 4 5.06% Increased
647
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$153M +$47.8M 4 10.61% Increased
648
IHL
Investment House LLC
California
$152M +$3.68M 8 16.18% Increased
649
KM
Kylin Management
New York
$151M -$36.3M 1 33.77% Reduced
650
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$150M -$31.4M 5 2.58% Reduced