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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
LMR Partners
LMR Partners
United Kingdom
$404M +$67M 12 1.78% Increased
727
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$404M +$4.32M 10 13.71% Increased
728
Harvest Fund Management
Harvest Fund Management
China
$403M -$9.17M 14 17.07% Reduced
729
Corvex Management
Corvex Management
New York
$403M +$92.4M 3 13.36% Increased
730
Americana Partners
Americana Partners
Texas
$403M +$24.6M 11 12.12% Increased
731
OHIF
Oriental Harbor Investment Fund
Hong Kong
$402M -$12.1M 4 31.13% Reduced
732
CAM
Contour Asset Management
New York
$402M +$214M 2 10.08% Increased
733
AIA Group
AIA Group
Hong Kong
$400M +$44M 10 7.08% Increased
734
Quadrature Capital
Quadrature Capital
United Kingdom
$399M -$5.15M 9 4.72% Reduced
735
Braun Stacey Associates
Braun Stacey Associates
New York
$399M -$3.8M 6 13.05% Reduced
736
Bain Capital Investors
Bain Capital Investors
Massachusetts
$398M $0 1 11.89% Maintained
737
Covea Finance
Covea Finance
France
$398M -$9.7M 4 13.88% Reduced
738
Meitav Investment House
Meitav Investment House
Israel
$397M +$1.46M 7 5.25% Increased
739
Andra AP-fonden
Andra AP-fonden
Sweden
$394M -$84.4M 16 5.03% Reduced
740
Howland Capital Management
Howland Capital Management
Massachusetts
$392M +$5.42M 9 14.95% Increased
741
RiverFront Investment Group
RiverFront Investment Group
Virginia
$391M +$26.9M 6 6.86% Increased
742
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$390M +$32.8M 15 3.52% Increased
743
HC
Henshaw Capital
Massachusetts
$390M -$2.35M 5 14.53% Reduced
744
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$389M +$44.4M 15 4.4% Increased
745
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$388M -$25.7M 9 9.74% Reduced
746
Guinness Asset Management
Guinness Asset Management
United Kingdom
$386M -$5.84M 4 6.14% Reduced
747
Summit Trail Advisors
Summit Trail Advisors
New York
$384M +$28.3M 21 5.3% Increased
748
SBI Securities
SBI Securities
Japan
$383M +$11.2M 41 9.8% Increased
749
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$382M +$23M 14 9.13% Increased
750
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$381M +$119M 9 16.9% Increased