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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
Empire Life Investments
Empire Life Investments
Ontario, Canada
$183M -$3.11M 4 12.01% Reduced
827
MC
Montag & Caldwell
Georgia
$183M -$520K 4 16.86% Reduced
828
Avity Investment Management
Avity Investment Management
Connecticut
$182M -$2.76M 7 15.35% Reduced
829
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$181M +$7.49M 26 2.28% Increased
830
Ziegler Capital Management
Ziegler Capital Management
Illinois
$181M +$28.8M 5 6.54% Increased
831
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$180M -$31.4M 12 13.24% Reduced
832
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$180M +$4.71M 9 3.68% Increased
833
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$179M +$11.8M 13 9% Increased
834
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$179M -$4.86M 9 13.18% Reduced
835
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$179M -$3.92M 7 6.9% Reduced
836
Todd Asset Management
Todd Asset Management
Kentucky
$179M +$7.29M 9 4.1% Increased
837
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$179M -$9.5M 3 21.27% Reduced
838
GAMCO Investors
GAMCO Investors
Connecticut
$178M -$5.41M 11 1.58% Reduced
839
Hexavest
Hexavest
Quebec, Canada
$178M -$27.5M 7 10.87% Reduced
840
JCM
Jag Capital Management
Missouri
$178M -$375K 6 13.87% Reduced
841
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$177M +$19.2M 7 10.24% Increased
842
Alta Capital Management
Alta Capital Management
Utah
$177M -$179M 5 10% Reduced
843
Sandy Spring Bank
Sandy Spring Bank
Maryland
$177M -$2.65M 18 9.37% Reduced
844
Cadian Capital Management
Cadian Capital Management
New York
$176M +$30.4M 3 6.64% Increased
845
Wedbush Securities
Wedbush Securities
California
$176M -$5.26M 16 8.35% Reduced
846
TA
TRB Advisors
New York
$174M -$129M 3 63.07% Reduced
847
Fernbridge Capital Management
Fernbridge Capital Management
California
$174M -$37.1M 3 21.15% Reduced
848
Tidal Investments
Tidal Investments
Wisconsin
$173M +$18.5M 18 6.47% Increased
849
Rheos Capital Works
Rheos Capital Works
Japan
$173M -$14.5M 4 8.9% Reduced
850
Parallel Advisors
Parallel Advisors
California
$172M +$6.72M 28 6.94% Increased