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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
776
ARK Investment Management
ARK Investment Management
Florida
$118M +$65.3M 6 2.94% Increased
777
Central Trust Company
Central Trust Company
Missouri
$118M +$3.38M 16 7.2% Increased
778
Cambiar Investors
Cambiar Investors
Colorado
$118M +$36.6M 3 5.91% Increased
779
Crake Asset Management
Crake Asset Management
United Kingdom
$117M -$77.5M 4 23.82% Reduced
780
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
$117M +$33.5M 3 13.69% Increased
781
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$117M +$6.2M 5 16.04% Increased
782
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$117M -$1.09M 7 10.42% Reduced
783
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$115M +$9.5M 6 6.79% Increased
784
Ashfield Capital Partners
Ashfield Capital Partners
California
$115M -$533K 9 14.03% Reduced
785
HC
Henshaw Capital
Massachusetts
$115M +$681K 7 11.55% Increased
786
Anglepoint Asset Management
Anglepoint Asset Management
Cayman Islands
$115M -$115M 3 16.81% Reduced
787
Tremblant Capital Group
Tremblant Capital Group
Florida
$115M -$36.2M 1 7.23% Reduced
788
Bailard
Bailard
California
$114M +$2.92M 9 8.15% Increased
789
Darrell & King
Darrell & King
Virginia
$114M +$123M 5 26.76% New
790
MI
Markston International
New York
$114M +$1.12M 6 15.82% Increased
791
Jag Capital Management
Jag Capital Management
Missouri
$114M +$20.7M 7 16.79% Increased
792
First Allied Advisory Services
First Allied Advisory Services
California
$114M +$1.59M 12 4.89% Increased
793
Greenspring Associates
Greenspring Associates
Maryland
$114M -$45.1M 1 47.08% Reduced
794
TDAM USA
TDAM USA
Ontario, Canada
$113M -$1.93M 6 9.43% Reduced
795
IEQ Capital
IEQ Capital
California
$113M +$34.6M 9 9.03% Increased
796
Ithaka Group
Ithaka Group
Virginia
$112M -$785K 4 21.45% Reduced
797
Cetera Advisor Networks
Cetera Advisor Networks
California
$112M -$482K 13 3.71% Reduced
798
Palladium Partners
Palladium Partners
Virginia
$112M -$147K 7 9.33% Reduced
799
Wedge Capital Management
Wedge Capital Management
North Carolina
$112M +$18M 8 1.92% Increased
800
Madison Asset Management
Madison Asset Management
Wisconsin
$111M -$15.1M 6 2.29% Reduced