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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
GAMCO Investors
GAMCO Investors
Connecticut
$111M -$2.69M 8 0.89% Reduced
827
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$111M +$721K 6 5.64% Increased
828
Cigna Investments
Cigna Investments
Connecticut
$111M -$7.72M 11 11.74% Reduced
829
Metropolis Capital
Metropolis Capital
United Kingdom
$111M +$17.8M 2 15.41% Increased
830
HRT Financial
HRT Financial
New York
$111M +$41.5M 9 4.76% Increased
831
Windward Capital Management
Windward Capital Management
California
$110M +$1.11M 5 11.8% Increased
832
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$110M +$82.6M 5 14.09% Increased
833
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$110M -$2.37M 5 13.8% Reduced
834
Summitry LLC
Summitry LLC
California
$110M -$1.16M 5 8.87% Reduced
835
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$110M +$429K 3 11.68% Increased
836
Evergreen Capital Management
Evergreen Capital Management
Washington
$110M +$9.9M 9 9.17% Increased
837
Tairen Capital
Tairen Capital
Hong Kong
$109M -$18.3M 6 16.81% Reduced
838
RIG
Roosevelt Investment Group
New York
$109M +$531K 6 11.23% Increased
839
CS McKee
CS McKee
Pennsylvania
$109M -$12.2M 4 9.94% Reduced
840
Old National Bancorp
Old National Bancorp
Indiana
$109M +$224K 8 5.32% Increased
841
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$108M +$1.72M 10 6.68% Increased
842
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$108M +$25.5M 13 2.63% Increased
843
Burney Company
Burney Company
Virginia
$108M +$1.2M 11 5.95% Increased
844
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$108M +$721K 8 32.95% Increased
845
Penserra Capital Management
Penserra Capital Management
California
$108M +$22.3M 16 6.97% Increased
846
QCI Asset Management
QCI Asset Management
New York
$107M -$2.03M 7 9.31% Reduced
847
Parallel Advisors
Parallel Advisors
California
$106M -$3.56M 19 7.98% Reduced
848
AA
Ancient Art
Texas
$106M $0 1 15.8% Maintained
849
Curi RMB Capital
Curi RMB Capital
Illinois
$106M -$2.43M 8 2.95% Reduced
850
Chilton Capital Management
Chilton Capital Management
Texas
$106M -$1.84M 5 8.42% Reduced