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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
Meeder Asset Management
Meeder Asset Management
Ohio
$241M +$233M 22 11.77% Increased
727
Fernbridge Capital Management
Fernbridge Capital Management
California
$241M +$72.8M 4 24.86% Increased
728
Greenleaf Trust
Greenleaf Trust
Michigan
$241M +$5.74M 12 2.87% Increased
729
Voloridge Investment Management
Voloridge Investment Management
Florida
$240M -$146M 12 1.36% Reduced
730
EC
Eminence Capital
New York
$240M -$116M 2 2.72% Reduced
731
Himalaya Capital Management
Himalaya Capital Management
Washington
$240M $0 1 10.08% Maintained
732
Fullerton Fund Management
Fullerton Fund Management
Singapore
$240M +$27.6M 4 12.67% Increased
733
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$239M -$15.5M 19 7.83% Reduced
734
Makena Capital Management
Makena Capital Management
California
$239M +$24.2M 5 28.98% Increased
735
Evergreen Capital Management
Evergreen Capital Management
Washington
$238M +$2.73M 11 9.66% Increased
736
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$237M +$41M 5 3.05% Increased
737
Scout Investments
Scout Investments
Missouri
$235M +$78.7M 4 3.76% Increased
738
ETF Managers Group
ETF Managers Group
New Jersey
$235M +$105M 26 4.72% Increased
739
NEI
Northwest & Ethical Investments
Ontario, Canada
$234M -$1.64M 10 7.5% Reduced
740
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$234M +$4.13M 5 3.48% Increased
741
Granite Investment Partners
Granite Investment Partners
California
$234M +$23.6M 9 7.92% Increased
742
Madison Asset Management
Madison Asset Management
Wisconsin
$233M +$20.9M 7 3.33% Increased
743
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$233M -$42M 4 11.81% Reduced
744
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$232M +$11.5M 6 9.89% Increased
745
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$231M -$6.11M 26 9.97% Reduced
746
Sound Shore Management
Sound Shore Management
Connecticut
$231M +$56.4M 2 6.71% Increased
747
CPWM LLC
CPWM LLC
Washington
$231M -$4.04M 11 16.53% Reduced
748
Blue Whale Capital
Blue Whale Capital
United Kingdom
$231M +$28.7M 2 22.16% Increased
749
GW&K Investment Management
GW&K Investment Management
Massachusetts
$230M +$39.5M 11 2.05% Increased
750
Rheos Capital Works
Rheos Capital Works
Japan
$230M +$22.7M 7 11.05% Increased