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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
Kinetic Partners Management
Kinetic Partners Management
Florida
$218M -$9.08M 3 22.13% Reduced
727
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$218M +$29.5M 9 7.29% Increased
728
Lannebo Fonder
Lannebo Fonder
Sweden
$218M +$58.1M 5 30.66% Increased
729
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$218M -$6.08M 2 24.03% Reduced
730
Melqart Asset Management
Melqart Asset Management
United Kingdom
$218M -$19.3M 4 16.91% Reduced
731
KCM Investment Advisors
KCM Investment Advisors
California
$217M -$10.3M 6 8.69% Reduced
732
Hosking Partners
Hosking Partners
United Kingdom
$217M +$4.53M 7 9.16% Increased
733
Senator Investment Group
Senator Investment Group
New York
$216M +$51.4M 4 9.74% Increased
734
Sit Investment Associates
Sit Investment Associates
Minnesota
$216M -$4.72M 7 5.65% Reduced
735
Advisory Services Network
Advisory Services Network
Georgia
$215M +$1M 16 5.74% Increased
736
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$214M -$12M 3 29.6% Reduced
737
Armistice Capital
Armistice Capital
New York
$213M -$83.4M 4 3.09% Reduced
738
Chilton Capital Management
Chilton Capital Management
Texas
$213M -$4.14M 8 11.66% Reduced
739
Becker Capital Management
Becker Capital Management
Oregon
$213M +$5.86M 6 8.05% Increased
740
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$212M -$8.69M 1 5.25% Reduced
741
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$212M -$5.57M 22 7.97% Reduced
742
Washington Trust
Washington Trust
Rhode Island
$211M -$1.85M 14 8.92% Reduced
743
Strategy Capital
Strategy Capital
California
$211M +$11.4M 2 29.14% Increased
744
Laurion Capital Management
Laurion Capital Management
New York
$210M +$168M 8 1.17% Increased
745
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$210M -$13.5M 14 7.66% Reduced
746
HC
Henshaw Capital
Massachusetts
$209M -$236K 5 12.01% Reduced
747
GTS Securities
GTS Securities
Florida
$209M +$198M 13 6.61% New
748
PGGM Investments
PGGM Investments
Netherlands
$209M -$23M 7 3.39% Reduced
749
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$209M +$51.1M 43 6.97% Increased
750
YCG LLC
YCG LLC
Texas
$209M -$22.5M 3 18.62% Reduced