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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
726
CG
Cutler Group
California
$123M +$6.56M 17 8.55% Increased
727
Graticule Asia Macro Advisors
Graticule Asia Macro Advisors
New York
$123M +$4.25M 9 6.77% Increased
728
Colony Group
Colony Group
Massachusetts
$122M -$2.07M 8 6.11% Reduced
729
Fiduciary Trust International of Pennsylvania
Fiduciary Trust International of Pennsylvania
Pennsylvania
$122M -$99.2K 5 5.09% Reduced
730
Squarepoint
Squarepoint
New York
$122M -$72.6M 18 1.46% Reduced
731
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$121M +$3.27M 11 9.88% Increased
732
TCM
Tybourne Capital Management
Hong Kong
$121M -$194M 1 5.19% Reduced
733
Private Wealth Partners
Private Wealth Partners
California
$121M +$885K 7 18.49% Increased
734
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$121M +$5.34M 1 2.03% Increased
735
RCM
Riverhead Capital Management
Delaware
$120M +$7.04M 14 4.36% Increased
736
Meitav Investment House
Meitav Investment House
Israel
$120M +$15.5M 16 5.87% Increased
737
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$120M -$6.9M 3 22.69% Reduced
738
JCM
JS Capital Management
New York
$120M +$44.8M 4 33.13% Increased
739
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$119M -$6.6M 6 8.63% Reduced
740
Fullerton Fund Management
Fullerton Fund Management
Singapore
$119M -$8.59M 2 60.63% Reduced
741
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$119M +$581K 7 7.09% Increased
742
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$119M +$1.03M 10 11.38% Increased
743
CS McKee
CS McKee
Pennsylvania
$119M -$2.9M 4 9.5% Reduced
744
Seizert Capital Partners
Seizert Capital Partners
Michigan
$119M -$6.7M 5 4.38% Reduced
745
Scout Investments
Scout Investments
Missouri
$119M -$8.07M 2 2.45% Reduced
746
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$118M -$19M 4 16.11% Reduced
747
Bailard
Bailard
California
$118M -$842K 10 6.89% Reduced
748
PEAK6 Investments
PEAK6 Investments
Illinois
$118M +$113M 11 0.51% New
749
TM
Tiger Management
New York
$118M +$44M 6 11.8% Increased
750
OP
Oldfield Partners
United Kingdom
$117M +$231K 3 12.05% Increased