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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$515M -$119M 9 4.18% Reduced
652
Caxton Associates (UK)
Caxton Associates (UK)
$511M -$233M 13 10.01% Reduced
653
Generate Investment Management
Generate Investment Management
New Zealand
$511M +$158M 5 23.31% Increased
654
Ossiam
Ossiam
France
$509M -$326M 14 10.17% Reduced
655
CA
Cornerstone Advisors
North Carolina
$509M $0 5 16.95% Maintained
656
Merit Financial Group
Merit Financial Group
Georgia
$508M +$65.3M 24 4.08% Increased
657
Callan Family Office
Callan Family Office
Pennsylvania
$504M +$107M 16 10.84% Increased
658
CapitalatWork SA
CapitalatWork SA
$503M -$70.8M 5 15.33% Reduced
659
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$502M +$3.59M 19 10.34% Increased
660
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$502M +$2.57M 16 16.3% Increased
661
AIA Group
AIA Group
Hong Kong
$501M +$78.5M 7 7.5% Increased
662
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$497M +$238M 41 12.03% Increased
663
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$496M -$2M 14 8.6% Reduced
664
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$496M +$68.1M 2 11.52% Increased
665
BOK Financial
BOK Financial
Oklahoma
$492M -$48.8M 15 7.53% Reduced
666
GPCM
Greenbrier Partners Capital Management
Texas
$491M -$612K 4 32.94% Reduced
667
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$490M +$48.8M 6 8.52% Increased
668
Beau Ventures, LLc
Beau Ventures, LLc
New York
$489M +$451M 3 60.81% New
669
Parallel Advisors
Parallel Advisors
California
$486M +$4.54M 32 8.89% Increased
670
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$484M +$110M 4 20.07% Increased
671
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$484M -$7.95M 7 14.8% Reduced
672
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$483M -$19.4M 3 9.25% Reduced
673
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$482M +$46.3M 3 23.22% Increased
674
Munich Reinsurance
Munich Reinsurance
$481M +$5.87M 9 11.7% Increased
675
Antipodes Partners
Antipodes Partners
Australia
$479M +$30.3M 4 10.07% Increased