← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$158M +$1.38M 2 2.12% Increased
627
Laurion Capital Management
Laurion Capital Management
New York
$158M +$133M 13 1.17% Increased
628
WesBanco Bank
WesBanco Bank
West Virginia
$158M -$2.43M 9 7.84% Reduced
629
Northeast Investment Management
Northeast Investment Management
Massachusetts
$157M -$4.8M 8 12.56% Reduced
630
Ossiam
Ossiam
France
$156M +$69M 8 10.86% Increased
631
Colony Group
Colony Group
Massachusetts
$155M +$847K 8 4.94% Increased
632
BAM
Barrett Asset Management
New York
$155M -$1.91M 8 10.19% Reduced
633
IHL
Investment House LLC
California
$154M +$2.85M 8 15.56% Increased
634
NS Partners
NS Partners
United Kingdom
$154M +$3.85M 5 13.85% Increased
635
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$153M +$21.8M 2 11.28% Increased
636
MCM
McKinley Capital Management
Alaska
$153M -$35.7M 5 11.45% Reduced
637
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$153M $0 1 5.77% Maintained
638
Erste Asset Management
Erste Asset Management
Austria
$152M -$1.46M 10 8.12% Reduced
639
Abrams Capital Management
Abrams Capital Management
Massachusetts
$152M $0 1 4.24% Maintained
640
Trillium Asset Management
Trillium Asset Management
Massachusetts
$151M +$9.21M 5 7.08% Increased
641
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$151M -$7.39M 1 14.6% Reduced
642
Foresters Investment Management
Foresters Investment Management
New York
$151M -$31.7M 7 2.99% Reduced
643
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$150M +$2.2M 3 11.07% Increased
644
TCTC Holdings
TCTC Holdings
Texas
$150M -$2.09M 6 7.89% Reduced
645
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$150M $0 4 28.55% Maintained
646
Krane Funds Advisors
Krane Funds Advisors
New York
$150M +$11.4M 3 11.71% Increased
647
FCM
Flinton Capital Management
Pennsylvania
$149M -$11.1M 7 4.63% Reduced
648
GW&K Investment Management
GW&K Investment Management
Massachusetts
$149M -$6.55M 4 2.09% Reduced
649
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$149M -$502K 6 1.94% Reduced
650
Busey Bank
Busey Bank
Illinois
$149M +$22.8M 7 10.73% Increased