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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
Parallel Advisors
Parallel Advisors
California
$145M -$1.03M 23 9.43% Reduced
777
LMR Partners
LMR Partners
United Kingdom
$144M +$122M 5 3.58% Increased
778
JCM
Jag Capital Management
Missouri
$144M -$3.07M 7 16.76% Reduced
779
Penserra Capital Management
Penserra Capital Management
California
$143M +$30.4M 22 7.39% Increased
780
Bailard
Bailard
California
$143M -$3.88M 10 8% Reduced
781
Park National Corp
Park National Corp
Ohio
$143M +$5.65M 6 7.99% Increased
782
Select Equity Group
Select Equity Group
New York
$142M -$233M 3 0.82% Reduced
783
MCMC
Matrix Capital Management Company
New Hampshire
$142M -$125M 1 2.21% Reduced
784
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$142M +$356K 5 12% Increased
785
Old National Bancorp
Old National Bancorp
Indiana
$142M +$4.06M 10 7.24% Increased
786
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$142M +$280K 5 9.48% Increased
787
Evergreen Capital Management
Evergreen Capital Management
Washington
$141M +$5.6M 9 10.71% Increased
788
Oak Ridge Investments
Oak Ridge Investments
Illinois
$141M -$1.78M 4 11.84% Reduced
789
Atria Investments
Atria Investments
North Carolina
$141M +$50.6M 8 4.84% Increased
790
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$140M -$13.3M 3 21.93% Reduced
791
First Allied Advisory Services
First Allied Advisory Services
California
$140M -$5.42M 13 5.17% Reduced
792
Saturna Capital
Saturna Capital
Washington
$140M -$8.97M 5 3.92% Reduced
793
Hantz Financial Services
Hantz Financial Services
Michigan
$140M +$4.52M 11 7.79% Increased
794
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$138M +$68.9M 14 3.58% Increased
795
Senator Investment Group
Senator Investment Group
New York
$138M -$274M 1 4.77% Reduced
796
Advisor Partners
Advisor Partners
California
$137M +$6.78M 11 12.79% Increased
797
Sigma Planning Corp
Sigma Planning Corp
Michigan
$137M +$14.3M 14 6% Increased
798
Columbus Circle Investors
Columbus Circle Investors
$136M +$12.9M 7 5.48% Increased
799
MI
Markston International
New York
$136M -$4.74M 6 16.07% Reduced
800
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$136M +$29.5M 11 12.93% Increased