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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
Profund Advisors
Profund Advisors
Maryland
$289M +$21.9M 15 15.49% Increased
627
Harvard Management Company
Harvard Management Company
Massachusetts
$289M $0 1 28.33% Maintained
628
DCM
Dupont Capital Management
Delaware
$289M -$13.2M 6 14.21% Reduced
629
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$288M -$1.63M 5 31.8% Reduced
630
AAM
Ardevora Asset Management
United Kingdom
$285M +$98.4M 3 6.89% Increased
631
Martingale Asset Management
Martingale Asset Management
Massachusetts
$284M +$47.9M 10 5.56% Increased
632
Woodline Partners
Woodline Partners
California
$283M +$60.9M 13 3.35% Increased
633
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$282M -$6.95M 5 16.16% Reduced
634
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$282M -$10.6M 7 33.19% Reduced
635
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$282M -$7.21M 5 15.18% Reduced
636
HRT Financial
HRT Financial
New York
$281M -$43.6M 21 2.63% Reduced
637
TFP
Triple Frond Partners
California
$280M $0 3 36.06% Maintained
638
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$280M -$50.4M 10 14.13% Reduced
639
Gotham Asset Management
Gotham Asset Management
New York
$278M -$2.36M 19 6.05% Reduced
640
Abrams Capital Management
Abrams Capital Management
Massachusetts
$278M -$1.97M 1 7.99% Reduced
641
Stephens Inc
Stephens Inc
Arkansas
$277M -$19.3K 12 4.99% Reduced
642
Bailard
Bailard
California
$277M -$3.87M 10 9.69% Reduced
643
Ninety One North America
Ninety One North America
New York
$276M +$51.2M 3 11.71% Increased
644
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$276M -$4.14M 7 11.75% Reduced
645
Homestead Advisers
Homestead Advisers
Virginia
$276M -$44.1M 2 7.32% Reduced
646
James Hambro & Partners
James Hambro & Partners
United Kingdom
$274M +$1.36M 5 18.1% Increased
647
EC
Eminence Capital
New York
$274M +$17.3M 2 3.59% Increased
648
CK
Cohen Klingenstein
New York
$273M -$460K 9 11.83% Reduced
649
NEI
Northwest & Ethical Investments
Ontario, Canada
$273M +$3.94M 7 8.74% Increased
650
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$273M -$15.2M 9 13.07% Reduced