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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
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$322M +$65.6M 14 7.08% Increased
677
SCGE Management
SCGE Management
California
$322M -$176M 1 9.26% Reduced
678
Caxton Associates (UK)
Caxton Associates (UK)
$322M +$365M 10 11.19% New
679
Strategy Capital
Strategy Capital
California
$320M -$16.9M 3 29.98% Reduced
680
NEI
Northwest & Ethical Investments
Ontario, Canada
$320M -$6.62M 11 8.67% Reduced
681
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$319M +$1.32M 8 10.94% Increased
682
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$319M -$7.77M 11 11.44% Reduced
683
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$319M +$249M 7 12.99% Increased
684
Clearstead Advisors
Clearstead Advisors
Ohio
$318M +$18M 21 4.94% Increased
685
Standard Investments
Standard Investments
New York
$317M +$87M 2 18.51% Increased
686
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$317M -$13.5M 3 15.54% Reduced
687
Hantz Financial Services
Hantz Financial Services
Michigan
$317M -$27.7M 20 5.57% Reduced
688
OHIF
Oriental Harbor Investment Fund
Hong Kong
$314M +$106M 3 36.21% Increased
689
CA
Cornerstone Advisors
North Carolina
$314M -$8.35M 5 13.52% Reduced
690
BG
Bollard Group
Massachusetts
$311M +$346K 7 8.18% Increased
691
TCTC Holdings
TCTC Holdings
Texas
$311M +$1.74M 12 10.97% Increased
692
Northeast Investment Management
Northeast Investment Management
Massachusetts
$309M -$3.99M 7 14.42% Reduced
693
GPCM
Greenbrier Partners Capital Management
Texas
$309M -$961K 4 24.16% Reduced
694
Parallel Advisors
Parallel Advisors
California
$308M +$45.8M 32 6.95% Increased
695
CK
Cohen Klingenstein
New York
$307M -$1.12M 7 11.12% Reduced
696
Waverly Advisors
Waverly Advisors
Alabama
$306M +$127M 12 3.73% Increased
697
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$306M -$2.76M 12 11.3% Reduced
698
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$306M +$92.3M 17 1.84% Increased
699
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$304M +$296M 10 16.47% New
700
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$303M -$8.37M 13 11.31% Reduced