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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
751
Cowen and Company
Cowen and Company
New York
$282M +$231M 4 7.74% Increased
752
GW&K Investment Management
GW&K Investment Management
Massachusetts
$281M -$2.15M 10 2.57% Reduced
753
Group One Trading
Group One Trading
Illinois
$279M -$63M 25 1.08% Reduced
754
Quadrature Capital
Quadrature Capital
United Kingdom
$278M -$169M 16 4.67% Reduced
755
Kinetic Partners Management
Kinetic Partners Management
Florida
$277M -$13.3M 3 20.19% Reduced
756
Sit Investment Associates
Sit Investment Associates
Minnesota
$277M -$6.23M 7 6.37% Reduced
757
Wedbush Securities
Wedbush Securities
California
$277M +$1.28M 11 9.89% Increased
758
Parallel Advisors
Parallel Advisors
California
$276M +$9.17M 30 7.07% Increased
759
Becker Capital Management
Becker Capital Management
Oregon
$274M -$7.05M 6 9.4% Reduced
760
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$274M -$9.03M 16 3.74% Reduced
761
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$273M +$10.3M 6 19.48% Increased
762
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$272M +$21.3M 7 7.54% Increased
763
Jump Financial
Jump Financial
Illinois
$272M +$43.6M 16 5.44% Increased
764
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$272M -$5.07M 8 9.17% Reduced
765
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$271M +$36.7M 15 3.39% Increased
766
Corvex Management
Corvex Management
New York
$271M +$5.56M 3 12.53% Increased
767
Consulta
Consulta
United Kingdom
$271M -$25.3M 2 18.45% Reduced
768
SFG
Sather Financial Group
Texas
$270M +$7.05M 4 18.72% Increased
769
Howland Capital Management
Howland Capital Management
Massachusetts
$270M -$2.92M 8 12.89% Reduced
770
Osterweis Capital Management
Osterweis Capital Management
California
$269M +$2.83M 6 13.88% Increased
771
Central Trust Company
Central Trust Company
Missouri
$268M -$5.62M 17 6.57% Reduced
772
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$268M +$1.73M 7 11.77% Increased
773
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$268M -$14.7M 8 9.39% Reduced
774
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$268M -$24.5M 20 10.63% Reduced
775
MKP Capital Management
MKP Capital Management
New York
$267M +$249M 2 16.19% New