← 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
651
Synovus Financial
Synovus Financial
Georgia
$137M +$3.91M 13 2.32% Increased
652
TCTC Holdings
TCTC Holdings
Texas
$137M +$1.01M 6 7.27% Increased
653
NSRI
New Silk Road Investment
Singapore
$136M -$1.22M 1 63.86% Reduced
654
IG
Ithaka Group
Virginia
$136M +$25.1M 4 22.86% Increased
655
JMH
J.M. Hartwell
New York
$136M +$17.6M 5 25.42% Increased
656
Cambridge Trust
Cambridge Trust
Massachusetts
$135M -$948K 7 8.61% Reduced
657
Impax Asset Management
Impax Asset Management
New Hampshire
$134M -$5.26M 7 7.73% Reduced
658
Capital International Inc
Capital International Inc
California
$134M -$19.2M 7 19.35% Reduced
659
Criterion Capital Management
Criterion Capital Management
California
$134M -$110M 5 9.27% Reduced
660
OI
Oakbrook Investments
Illinois
$132M +$4.99M 10 8.19% Increased
661
Northeast Investment Management
Northeast Investment Management
Massachusetts
$131M -$3.19M 8 11.62% Reduced
662
General American Investors
General American Investors
New York
$131M +$5.19M 5 12.45% Increased
663
Pinnacle Associates
Pinnacle Associates
New York
$131M +$3.57M 14 2.57% Increased
664
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$130M -$19.3M 7 4.02% Reduced
665
UIA
UG Investment Advisers
Taiwan
$130M -$48M 1 75.26% Reduced
666
Scout Investments
Scout Investments
Missouri
$130M +$22.6M 1 3.12% Increased
667
SCM
Somerset Capital Management
United Kingdom
$130M -$4.83M 1 27.16% Reduced
668
ARK Investment Management
ARK Investment Management
Florida
$129M +$8.73M 6 6.41% Increased
669
SCM
Suffolk Capital Management
New York
$128M -$5.51M 7 18.17% Reduced
670
Nine Masts Capital
Nine Masts Capital
Hong Kong
$128M -$28M 2 19.59% Reduced
671
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$128M +$1.33M 2 5.57% Increased
672
Close Asset Management
Close Asset Management
United Kingdom
$128M +$1.09M 10 10.32% Increased
673
IHL
Investment House LLC
California
$127M -$2.42M 8 15.45% Reduced
674
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$127M -$2.95M 4 10.42% Reduced
675
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$126M -$1.53M 8 8.15% Reduced