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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
Causeway Capital Management
Causeway Capital Management
California
$231M +$16.7M 2 5.54% Increased
652
C
Consulta
United Kingdom
$230M -$48M 2 18.14% Reduced
653
EC
Eminence Capital
New York
$230M +$90.9M 2 3.27% Increased
654
Optiver Holding
Optiver Holding
Netherlands
$229M +$134M 7 0.17% Increased
655
HMP
HS Management Partners
New York
$229M -$129M 2 9.86% Reduced
656
PCM
Palestra Capital Management
New York
$229M -$170M 2 12.29% Reduced
657
CK
Cohen Klingenstein
New York
$229M -$650K 9 10.73% Reduced
658
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$228M -$92.7M 11 1.09% Reduced
659
NEI
Northwest & Ethical Investments
Ontario, Canada
$228M +$131K 8 7.56% Increased
660
WMC
Westwood Management Corporation
Illinois
$227M -$20.6M 5 28.91% Reduced
661
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$226M +$12.7M 18 8.64% Increased
662
BRWA
B. Riley Wealth Advisors
Florida
$226M -$1.95M 18 6.02% Reduced
663
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$225M +$2.79M 4 14.39% Increased
664
Profund Advisors
Profund Advisors
Maryland
$225M -$9.24M 14 13.9% Reduced
665
GC
GMT Capital
Georgia
$225M +$17.2M 5 8.81% Increased
666
Greenleaf Trust
Greenleaf Trust
Michigan
$224M +$6.03M 11 2.53% Increased
667
JLBC
J.L. Bainbridge & Co
Florida
$224M -$3.21M 4 30.76% Reduced
668
Raymond James Trust
Raymond James Trust
Florida
$222M +$5M 10 7.04% Increased
669
IFP Advisors
IFP Advisors
Florida
$222M -$51.9M 27 9.67% Reduced
670
WIM
Weitz Investment Management
Nebraska
$222M +$3.83M 4 12.81% Increased
671
Cetera Advisors
Cetera Advisors
Colorado
$222M +$903K 17 3.7% Increased
672
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$222M -$31.4M 4 14.2% Reduced
673
NIM
Northeast Investment Management
Massachusetts
$220M -$673K 7 13.36% Reduced
674
TCTC Holdings
TCTC Holdings
Texas
$218M +$3.32M 9 8.77% Increased
675
PCM
Parsifal Capital Management
Connecticut
$217M +$67.4M 2 16.12% Increased