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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
Chicago Capital
Chicago Capital
Illinois
$312M +$51.3M 9 11.23% Increased
652
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$312M -$3.04M 5 15.51% Reduced
653
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$311M -$6.05M 5 33.09% Reduced
654
Kinetic Partners Management
Kinetic Partners Management
Florida
$309M +$2.21M 4 26.36% Increased
655
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$309M -$57.2M 7 6.18% Reduced
656
NZS Capital
NZS Capital
Colorado
$308M -$34M 4 16.25% Reduced
657
Simplex Trading
Simplex Trading
Illinois
$308M +$5.02M 20 0.2% Increased
658
CK
Cohen Klingenstein
New York
$308M -$1.14M 8 12.6% Reduced
659
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$306M +$286M 5 18.01% Increased
660
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$305M -$3.57M 9 19.01% Reduced
661
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$305M -$3.97M 12 11.85% Reduced
662
Martin Currie
Martin Currie
United Kingdom
$305M -$19.5M 3 9.99% Reduced
663
Gotham Asset Management
Gotham Asset Management
New York
$303M -$9.7M 20 5.63% Reduced
664
Profund Advisors
Profund Advisors
Maryland
$301M +$13.9M 15 12.92% Increased
665
Greenleaf Trust
Greenleaf Trust
Michigan
$300M -$776K 9 3.22% Reduced
666
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$298M -$3.28M 19 9.99% Reduced
667
Quantinno Capital Management
Quantinno Capital Management
New York
$298M +$40.5M 16 10.43% Increased
668
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$298M -$4.43M 8 11.24% Reduced
669
Tairen Capital
Tairen Capital
Hong Kong
$296M -$76.6M 8 20.76% Reduced
670
Shell Asset Management
Shell Asset Management
Netherlands
$294M -$69.5M 18 13.57% Reduced
671
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$294M +$2.87M 9 10.08% Increased
672
Cambridge Trust
Cambridge Trust
Massachusetts
$293M +$3.78M 14 12.2% Increased
673
Northeast Investment Management
Northeast Investment Management
Massachusetts
$292M -$615K 7 15.64% Reduced
674
Braun Stacey Associates
Braun Stacey Associates
New York
$292M -$6.57M 4 13.05% Reduced
675
Confluence Investment Management
Confluence Investment Management
Missouri
$291M -$30.4M 4 4.11% Reduced