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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
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$312M -$17.1M 7 5.45% Reduced
777
Summit Trail Advisors
Summit Trail Advisors
New York
$310M +$185M 18 5.33% Increased
778
MKP Capital Management
MKP Capital Management
New York
$310M +$176M 2 15.92% Increased
779
Ostrum Asset Management
Ostrum Asset Management
France
$310M +$2.39M 15 14.51% Increased
780
Alta Capital Management
Alta Capital Management
Utah
$309M +$8.99M 5 17.57% Increased
781
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$308M +$14.6M 4 19.94% Increased
782
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$307M +$3.93M 6 11.41% Increased
783
Park Avenue Securities
Park Avenue Securities
New York
$305M +$212M 15 2.81% Increased
784
KCM Investment Advisors
KCM Investment Advisors
California
$304M -$3.25M 6 10.21% Reduced
785
Trajan Wealth
Trajan Wealth
Arizona
$304M +$11.9M 8 14.87% Increased
786
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$302M -$97.8M 45 8.15% Reduced
787
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$301M +$46.9M 5 22.85% Increased
788
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$299M +$47.5M 11 0.82% Increased
789
Maple Capital Management
Maple Capital Management
Vermont
$299M +$12.6M 6 20.45% Increased
790
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$299M -$3.34M 6 27.06% Reduced
791
Sit Investment Associates
Sit Investment Associates
Minnesota
$298M -$3.37M 7 6.37% Reduced
792
Triglav Skladi
Triglav Skladi
Slovenia
$298M -$479K 7 21.56% Reduced
793
Brookstone Capital Management
Brookstone Capital Management
Illinois
$298M +$1.52M 9 3.91% Increased
794
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$297M +$142M 4 0.18% Increased
795
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$297M -$10.4M 10 9.83% Reduced
796
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$297M -$3.43M 6 18.39% Reduced
797
Corvex Management
Corvex Management
New York
$296M -$30.5M 4 12.53% Reduced
798
MC
Maplelane Capital
New York
$296M -$26.7M 4 8.3% Reduced
799
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$296M +$34M 7 5.35% Increased
800
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$295M -$6.22M 3 28.99% Reduced