← All themes

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
Ariel Investments
Ariel Investments
Illinois
$257M -$32M 3 2.72% Reduced
677
GMT Capital
GMT Capital
Georgia
$257M +$32.8M 5 9.67% Increased
678
Northeast Investment Management
Northeast Investment Management
Massachusetts
$256M -$1.86M 7 15.05% Reduced
679
TPG GP A
TPG GP A
Texas
$255M -$63.5M 3 4.4% Reduced
680
Metis Global Partners
Metis Global Partners
California
$255M +$36.9M 14 12.32% Increased
681
SG Americas Securities
SG Americas Securities
New York
$254M -$252M 27 2.91% Reduced
682
EC
Eminence Capital
New York
$254M -$19.9M 2 5.03% Reduced
683
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$253M -$570K 9 9.71% Reduced
684
AIM
Anatole Investment Management
Hong Kong
$253M +$130M 4 42.69% Increased
685
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$252M -$10.9M 7 32.43% Reduced
686
Cambridge Trust
Cambridge Trust
Massachusetts
$251M +$5.53M 15 11.55% Increased
687
Meritage Group
Meritage Group
California
$250M -$37.8M 3 5.94% Reduced
688
Advisor Partners II
Advisor Partners II
California
$250M +$15M 15 10.03% Increased
689
Profund Advisors
Profund Advisors
Maryland
$249M -$36.5M 14 13.75% Reduced
690
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$248M -$27.9M 9 16.76% Reduced
691
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$248M -$1.78M 6 20.85% Reduced
692
NEI
Northwest & Ethical Investments
Ontario, Canada
$247M -$21.3M 6 8.3% Reduced
693
Castleark Management
Castleark Management
Illinois
$247M -$14.1M 5 12.58% Reduced
694
BG
Bollard Group
Massachusetts
$247M -$3.54M 8 9.08% Reduced
695
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$246M +$29.3M 22 1.82% Increased
696
Consulta
Consulta
United Kingdom
$246M $0 2 17.64% Maintained
697
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$245M +$34.5M 9 7.77% Increased
698
Capital International Sarl
Capital International Sarl
California
$244M +$6.79M 7 11.16% Increased
699
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$243M -$362K 12 10.99% Reduced
700
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$242M -$49.4M 16 6.55% Reduced