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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
651
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$130M +$3.22M 4 3.75% Increased
652
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$130M +$1.09M 10 9.26% Increased
653
Elliott Management
Elliott Management
New York
$130M +$111M 1 0.82% New
654
NSRI
New Silk Road Investment
Singapore
$129M -$2.08M 1 68.34% Reduced
655
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$129M -$3.82M 11 5.86% Reduced
656
Chilton Investment Company
Chilton Investment Company
Connecticut
$128M +$1.31M 5 4.92% Increased
657
AMCA
Arthur M. Cohen & Associates
Illinois
$127M +$22.8M 5 34.95% New
658
Squarepoint
Squarepoint
New York
$127M +$9.38M 13 2.21% Increased
659
Close Asset Management
Close Asset Management
United Kingdom
$126M +$5.02M 10 11.35% Increased
660
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$125M +$24.9M 7 5.46% Increased
661
Synovus Financial
Synovus Financial
Georgia
$125M +$1.49M 9 2.18% Increased
662
Cadian Capital Management
Cadian Capital Management
New York
$125M -$32.6M 2 7.6% Reduced
663
Cambridge Trust
Cambridge Trust
Massachusetts
$125M -$511K 6 7.87% Reduced
664
Cannell & Spears
Cannell & Spears
New York
$124M -$462K 5 15.16% Reduced
665
SCM
Suffolk Capital Management
New York
$124M -$10.2M 7 16.08% Reduced
666
Valiant Capital Management
Valiant Capital Management
California
$124M -$6.71M 2 9.24% Reduced
667
Northeast Investment Management
Northeast Investment Management
Massachusetts
$123M -$742K 8 10.32% Reduced
668
Pinnacle Associates
Pinnacle Associates
New York
$122M -$1.7M 13 2.35% Reduced
669
IHL
Investment House LLC
California
$122M -$252K 8 14.83% Reduced
670
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$121M +$53.5M 4 1.92% Increased
671
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$121M -$4M 7 17.14% Reduced
672
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$121M $0 2 5.33% Maintained
673
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$121M -$4.06M 6 6.51% Reduced
674
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$121M +$120M 2 49.81% New
675
CLC
Charles-Lim Capital
Hong Kong
$120M +$104M 1 22.22% Increased