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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
676
Ninety One North America
Ninety One North America
New York
$206M -$54.5M 2 9.14% Reduced
677
HCM
Hitchwood Capital Management
New York
$206M -$18.8M 3 40.9% Reduced
678
LMR Partners
LMR Partners
United Kingdom
$205M +$131M 13 3.45% Increased
679
Squarepoint
Squarepoint
New York
$205M -$170M 21 1.14% Reduced
680
Simplex Trading
Simplex Trading
Illinois
$204M +$172M 19 0.22% Increased
681
Penserra Capital Management
Penserra Capital Management
California
$203M -$18.5M 22 5.53% Reduced
682
BFM
Blacksheep Fund Management
Ireland
$201M +$72.6M 2 33.22% Increased
683
TP
TenCore Partners
New York
$201M -$8.67M 3 44.15% Reduced
684
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$200M +$7.64M 11 5.05% Increased
685
Raymond James Trust
Raymond James Trust
Florida
$200M +$4.64M 10 7.16% Increased
686
Weitz Investment Management
Weitz Investment Management
Nebraska
$200M +$7.07M 4 10.44% Increased
687
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$199M -$8.5M 3 30.26% Reduced
688
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$199M +$4.87M 19 8.61% Increased
689
Tairen Capital
Tairen Capital
Hong Kong
$198M +$176M 3 45.42% Increased
690
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$198M -$12.9M 12 7.57% Reduced
691
Tidal Investments
Tidal Investments
Wisconsin
$198M -$7.22M 19 7.26% Reduced
692
TCTC Holdings
TCTC Holdings
Texas
$198M +$2.68M 9 8.7% Increased
693
Pacer Advisors
Pacer Advisors
Pennsylvania
$197M -$152M 19 1.47% Reduced
694
Greenleaf Trust
Greenleaf Trust
Michigan
$197M +$12.8M 12 2.98% Increased
695
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$197M -$909K 6 10.22% Reduced
696
Old National Bancorp
Old National Bancorp
Indiana
$196M +$38.1M 9 6.62% Increased
697
WesBanco Bank
WesBanco Bank
West Virginia
$195M +$4.49M 12 8.61% Increased
698
Castleark Management
Castleark Management
Illinois
$195M -$8.13M 6 10.42% Reduced
699
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$194M +$1.33M 8 8.78% Increased
700
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$194M +$1.7M 12 4.4% Increased