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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
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$372M -$7.68M 8 7.2% Reduced
627
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$372M -$15.3M 7 12.33% Reduced
628
BOK Financial
BOK Financial
Oklahoma
$371M -$27.2M 20 6.57% Reduced
629
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$370M -$18.8M 6 11.3% Reduced
630
Twin Tree Management
Twin Tree Management
Texas
$369M +$180M 12 0.7% Increased
631
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$369M -$1.62M 18 12.86% Reduced
632
Tairen Capital
Tairen Capital
Hong Kong
$368M +$272M 6 24.32% Increased
633
TA
Trivest Advisors
Hong Kong
$368M -$60.9M 3 31.2% Reduced
634
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$368M +$4M 13 13.33% Increased
635
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$367M +$93.1M 14 1.22% Increased
636
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$365M -$3.4M 21 6.83% Reduced
637
Congress Wealth Management
Congress Wealth Management
Massachusetts
$365M +$105M 12 4.38% Increased
638
Vinva Investment Management
Vinva Investment Management
Australia
$362M -$748K 13 14.37% Reduced
639
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$361M +$32.9M 6 4.65% Increased
640
Securian Asset Management
Securian Asset Management
Minnesota
$358M -$5.51M 11 10.88% Reduced
641
Munro Partners
Munro Partners
Australia
$358M +$13.6M 3 16.74% Increased
642
Causeway Capital Management
Causeway Capital Management
California
$357M +$98.1M 4 7.47% Increased
643
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$356M +$27.5M 7 21% Increased
644
GMT Capital
GMT Capital
Georgia
$355M +$42M 7 18.84% Increased
645
Allianz
Allianz
Germany
$352M -$12.1M 11 9.4% Reduced
646
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$351M -$338K 13 11.61% Reduced
647
Meag Munich Ergo
Meag Munich Ergo
Germany
$350M +$91.7M 7 10.29% Increased
648
Greenleaf Trust
Greenleaf Trust
Michigan
$349M +$2.09M 10 3.18% Increased
649
Consulta
Consulta
United Kingdom
$349M +$55.5M 2 23.6% Increased
650
Trillium Asset Management
Trillium Asset Management
Massachusetts
$348M -$16.1M 6 10.02% Reduced