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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
Melqart Asset Management
Melqart Asset Management
United Kingdom
$275M +$39.1M 7 19.67% Increased
652
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$274M -$136M 9 18.29% Reduced
653
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$274M -$4.07M 5 15.07% Reduced
654
Capula Management
Capula Management
Cayman Islands
$272M +$192M 14 5.7% Increased
655
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$269M -$1.21M 5 30.7% Reduced
656
CK
Cohen Klingenstein
New York
$269M $0 9 12.17% Maintained
657
Raymond James Trust
Raymond James Trust
Florida
$268M +$13.3M 12 7.96% Increased
658
WAM
WT Asset Management
Hong Kong
$268M +$278M 4 29.74% Increased
659
Cetera Advisors
Cetera Advisors
Colorado
$268M +$12.8M 18 4.18% Increased
660
Gotham Asset Management
Gotham Asset Management
New York
$267M -$1.16M 20 5.52% Reduced
661
Kinetic Partners Management
Kinetic Partners Management
Florida
$266M +$52.4M 3 26.27% Increased
662
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$266M -$3.25M 8 11.11% Reduced
663
James Hambro & Partners
James Hambro & Partners
United Kingdom
$265M -$10.8M 5 17.14% Reduced
664
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$264M +$18.8M 20 2.64% Increased
665
Greenleaf Trust
Greenleaf Trust
Michigan
$264M +$2.85M 11 3.04% Increased
666
Crake Asset Management
Crake Asset Management
United Kingdom
$263M +$69.9M 4 37.33% Increased
667
Norinchukin Bank
Norinchukin Bank
Japan
$263M -$206M 9 6.17% Reduced
668
Walleye Capital
Walleye Capital
New York
$262M +$211M 19 0.67% Increased
669
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$262M -$14.4M 5 15.85% Reduced
670
Patient Capital Management
Patient Capital Management
Maryland
$262M +$22.4M 4 15.35% Increased
671
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$261M -$1.28M 20 9.65% Reduced
672
Braun Stacey Associates
Braun Stacey Associates
New York
$259M +$16.9M 4 12.6% Increased
673
Cannell & Spears
Cannell & Spears
New York
$259M -$2.52M 8 22.16% Reduced
674
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$257M -$50.6M 4 5.3% Reduced
675
Martingale Asset Management
Martingale Asset Management
Massachusetts
$257M -$25.9M 8 5.41% Reduced