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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
Gotham Asset Management
Gotham Asset Management
New York
$132M -$33.6M 10 3.67% Reduced
727
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$132M +$6.41M 6 7.16% Increased
728
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$132M +$6.39M 9 8.87% Increased
729
Capital International
Capital International
California
$131M -$4.45M 6 14.71% Reduced
730
Cooperman Leon G
Cooperman Leon G
$131M -$66.4M 3 16.88% Reduced
731
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$131M -$12.5M 11 3% Reduced
732
TA
Trivest Advisors
Hong Kong
$131M +$114M 1 26.34% Increased
733
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$130M +$3.53M 4 3.91% Increased
734
Saturna Capital
Saturna Capital
Washington
$130M +$1.23M 5 4.2% Increased
735
JCM
JS Capital Management
New York
$130M +$60.7M 3 16.3% Increased
736
AssetMark Inc
AssetMark Inc
California
$129M -$7.22M 14 1.1% Reduced
737
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$129M +$5.15M 7 11.89% Increased
738
BPIH
Broad Peak Investment Holdings
Singapore
$128M -$19.5M 1 14.91% Reduced
739
Voloridge Investment Management
Voloridge Investment Management
Florida
$127M -$133M 10 3.66% Reduced
740
Raymond James Trust
Raymond James Trust
Florida
$127M +$8.1M 9 7.52% Increased
741
Aureus Asset Management
Aureus Asset Management
Massachusetts
$127M +$29.8M 6 17.59% Increased
742
Vaughan David Investments
Vaughan David Investments
Illinois
$127M -$3.1M 6 5.89% Reduced
743
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$126M -$15.8M 12 9.18% Reduced
744
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$126M +$5.24M 6 11.88% Increased
745
Glenview Trust
Glenview Trust
Kentucky
$126M +$154K 6 8.71% Increased
746
World Asset Management
World Asset Management
Michigan
$126M -$96M 12 11.12% Reduced
747
IP
Interval Partners
New York
$125M +$76.8M 3 9.63% Increased
748
ArchPoint Investors
ArchPoint Investors
Florida
$125M -$66.6M 4 49.26% Reduced
749
CPWM LLC
CPWM LLC
Washington
$124M +$2.91M 7 18.18% Increased
750
QCI Asset Management
QCI Asset Management
New York
$124M +$20.1M 7 12.1% Increased