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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
801
Lyrical Asset Management
Lyrical Asset Management
New York
$382M -$8.04M 1 4.84% Reduced
802
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$381M -$3.83M 7 15.81% Reduced
803
Durable Capital Partners
Durable Capital Partners
Maryland
$381M +$327M 1 3.7% New
804
Jain Global
Jain Global
New York
$380M -$50M 15 1.49% Reduced
805
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$378M +$21.2M 4 5.58% Increased
806
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$378M +$33.2M 14 11.34% Increased
807
Mizuho Markets Americas
Mizuho Markets Americas
New York
$378M +$74M 9 5.92% Increased
808
Noked Israel
Noked Israel
Israel
$374M +$222M 4 38.58% Increased
809
Keystone Investors
Keystone Investors
Singapore
$373M +$388M 8 19.96% New
810
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$372M -$12.4M 7 14.5% Reduced
811
Fullerton Fund Management
Fullerton Fund Management
Singapore
$372M -$41.3M 5 23.88% Reduced
812
Summitry LLC
Summitry LLC
California
$371M -$19.3M 6 12.21% Reduced
813
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$370M -$3.96M 5 18.71% Reduced
814
HUB Investment Partners
HUB Investment Partners
Texas
$367M +$50.7M 19 6.59% Increased
815
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$366M +$117M 4 20.06% Increased
816
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$366M -$5.15M 9 16.81% Reduced
817
Verition Fund Management
Verition Fund Management
Connecticut
$366M +$117M 17 1.79% Increased
818
Capula Management
Capula Management
Cayman Islands
$365M +$372M 9 1.3% Increased
819
SNS Financial Group
SNS Financial Group
Minnesota
$365M +$347M 10 7.01% Increased
820
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$364M +$5.77M 16 5.5% Increased
821
Cantor Fitzgerald
Cantor Fitzgerald
New York
$364M +$16.7M 11 3.91% Increased
822
EARNEST Partners
EARNEST Partners
Georgia
$363M -$6.49M 7 1.31% Reduced
823
Modera Wealth Management
Modera Wealth Management
New Jersey
$360M -$9.5M 9 3.85% Reduced
824
DV Trading
DV Trading
Illinois
$360M +$151M 11 11.81% Increased
825
Argent Trust Co
Argent Trust Co
Tennessee
$359M +$2.89M 8 10.38% Increased