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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
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$358M +$7.01M 12 0.94% Increased
777
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$358M -$3.38M 2 18.48% Reduced
778
Capital International
Capital International
California
$356M +$25.5M 7 12.88% Increased
779
Formuepleje A/S
Formuepleje A/S
Denmark
$356M -$55.9M 4 20.09% Reduced
780
Caprock Group
Caprock Group
Idaho
$355M +$356M 13 8.75% New
781
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$354M +$24.5M 10 10.38% Increased
782
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$354M -$4.07M 4 21.16% Reduced
783
Jump Financial
Jump Financial
Illinois
$353M +$95.2M 17 4.21% Increased
784
Vaughan David Investments
Vaughan David Investments
Illinois
$352M -$15.2M 6 7.6% Reduced
785
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$352M +$22.5M 5 25.15% Increased
786
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$351M -$21.7M 6 12.41% Reduced
787
PCM
Palestra Capital Management
New York
$351M +$64.2M 2 11.31% Increased
788
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$350M -$45.7M 2 8.1% Reduced
789
Moore Capital Management
Moore Capital Management
New York
$349M -$7.18M 9 4.8% Reduced
790
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$348M +$4.46M 3 7.39% Increased
791
Generate Investment Management
Generate Investment Management
New Zealand
$347M +$46M 6 17.62% Increased
792
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$346M -$12.1M 5 12.29% Reduced
793
Evergreen Capital Management
Evergreen Capital Management
Washington
$344M +$12.6M 13 8.16% Increased
794
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$343M -$7.92M 7 7.32% Reduced
795
Allstate Corporation
Allstate Corporation
Illinois
$342M +$309M 15 7.81% Increased
796
KCM Investment Advisors
KCM Investment Advisors
California
$342M +$1.77M 6 11.01% Increased
797
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$341M +$4.36M 6 19.64% Increased
798
PCM
Pamplona Capital Management
New York
$340M $0 2 44.93% Maintained
799
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$340M +$28.4M 6 2.33% Increased
800
Vest Financial
Vest Financial
Virginia
$339M +$35.5M 10 4.43% Increased