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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
826
CC
Carlson Capital
Texas
$65.2M +$10.5M 2 0.83% Increased
827
Nippon Life Insurance
Nippon Life Insurance
Japan
$64.8M -$7.73M 9 1.26% Reduced
828
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$64.8M +$638K 7 12.45% Increased
829
UBS O'Connor
UBS O'Connor
Illinois
$64.8M -$47.1M 6 1.09% Reduced
830
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$64.3M +$5.41M 5 6.74% Increased
831
Voloridge Investment Management
Voloridge Investment Management
Florida
$64.1M -$153M 4 1.56% Reduced
832
Regal Partners
Regal Partners
Australia
$64M +$2.71M 1 12.65% Increased
833
Squarepoint
Squarepoint
New York
$63.9M +$20.2M 15 1.76% Increased
834
TM
Tiger Management
New York
$63.8M -$10.8M 3 12.03% Reduced
835
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$63.7M -$854K 5 7.69% Reduced
836
Wedge Capital Management
Wedge Capital Management
North Carolina
$63.7M +$18.3M 3 0.61% Increased
837
CIM
Chiron Investment Management
New York
$63.7M +$34.3M 7 24.23% Increased
838
MML Investors Services
MML Investors Services
Massachusetts
$63.7M +$61.8M 11 1.28% New
839
Private Wealth Partners
Private Wealth Partners
California
$63.6M -$1.04M 6 14.1% Reduced
840
Janney Capital Management
Janney Capital Management
Pennsylvania
$63.6M -$2.28M 6 2.94% Reduced
841
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$63.6M -$784K 6 3.85% Reduced
842
South Texas Money Management
South Texas Money Management
Texas
$63.5M -$1.47M 6 3.19% Reduced
843
CK
Cohen Klingenstein
New York
$63.3M -$1.16M 7 10.13% Reduced
844
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$63.2M +$61.5M 3 32.84% New
845
Huber Capital Management
Huber Capital Management
California
$62.6M +$4.64M 3 3.22% Increased
846
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$62.2M +$48.2M 12 1.91% Increased
847
Community Trust & Investment
Community Trust & Investment
Kentucky
$62M +$941K 5 7.18% Increased
848
LS Investment Advisors
LS Investment Advisors
Michigan
$61.9M +$3.1M 11 3.96% Increased
849
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$61.8M +$1.04M 5 10.32% Increased
850
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$61.6M -$3.02M 8 7.6% Reduced