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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
Simplex Trading
Simplex Trading
Illinois
$174M +$34.5M 19 0.22% Increased
777
Group One Trading
Group One Trading
Illinois
$173M +$138M 15 0.3% Increased
778
Logan Capital Management
Logan Capital Management
Pennsylvania
$173M +$46.6M 6 8.66% Increased
779
TDAM USA
TDAM USA
Ontario, Canada
$173M +$1.67M 7 10.83% Increased
780
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$173M -$12.2M 16 7.92% Reduced
781
Avenir Corporation
Avenir Corporation
Virginia
$172M -$2.49M 2 16.46% Reduced
782
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$172M +$6M 6 12.86% Increased
783
Jag Capital Management
Jag Capital Management
Missouri
$170M +$2.85M 9 15.32% Increased
784
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$170M +$171M 2 2.96% New
785
Boston Financial Management
Boston Financial Management
Massachusetts
$170M -$3.84M 6 7.71% Reduced
786
Sit Investment Associates
Sit Investment Associates
Minnesota
$170M -$3.66M 6 4.59% Reduced
787
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$169M -$4.31M 11 10.84% Reduced
788
Ithaka Group
Ithaka Group
Virginia
$169M -$1.29M 4 18.79% Reduced
789
Corvex Management
Corvex Management
New York
$168M +$28.4M 2 6.01% Increased
790
NAH
Neumann Advisory (HK)
Hong Kong
$168M -$2.78M 2 31.79% Reduced
791
Matrix Capital Management Company
Matrix Capital Management Company
New Hampshire
$168M -$20.7M 1 1.81% Reduced
792
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$167M +$16.7M 15 14.19% Increased
793
GMT Capital
GMT Capital
Georgia
$167M +$23.7M 5 11.92% Increased
794
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$167M +$40.4M 3 4.12% Increased
795
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$166M +$19.4M 8 8.22% Increased
796
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$166M +$161M 6 10.23% New
797
IBM Retirement Fund
IBM Retirement Fund
New York
$166M +$14.8M 17 11.46% Increased
798
Old National Bancorp
Old National Bancorp
Indiana
$165M +$3.56M 9 6.96% Increased
799
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$165M +$6.64M 3 9.4% Increased
800
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$165M -$15.3M 9 8.51% Reduced