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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
851
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$144M +$911K 12 3.69% Increased
852
Timucuan Asset Management
Timucuan Asset Management
Florida
$144M +$3.42M 2 6.02% Increased
853
Calamos Wealth Management
Calamos Wealth Management
Illinois
$144M +$5.33M 8 11.26% Increased
854
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$144M +$8.77M 4 8.14% Increased
855
SH
SeaTown Holdings
Singapore
$144M -$68.9M 4 19.58% Reduced
856
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$143M +$779K 4 11.84% Increased
857
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$142M -$721K 5 11.36% Reduced
858
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$142M -$2.53M 14 14.92% Reduced
859
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$142M -$1.09M 7 6.29% Reduced
860
Community Trust & Investment
Community Trust & Investment
Kentucky
$142M +$10.3M 4 12.24% Increased
861
TCCM
Two Creeks Capital Management
New York
$142M +$47.5M 2 9.48% Increased
862
ETF Managers Group
ETF Managers Group
New Jersey
$142M -$7.28M 22 4.58% Reduced
863
Spyglass Capital Management
Spyglass Capital Management
California
$142M +$44.3M 2 10.69% Increased
864
Capital Group Investment Management
Capital Group Investment Management
Singapore
$142M -$48.1M 5 7.57% Reduced
865
Cadian Capital Management
Cadian Capital Management
New York
$141M -$5.54M 2 8.79% Reduced
866
CDH
Charles D. Hyman
$141M +$2.2M 7 9.42% Increased
867
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$141M +$11.6M 13 3.3% Increased
868
CA
Cullinan Associates
Kentucky
$140M +$6.87M 7 8.2% Increased
869
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$140M -$7.15M 11 7.27% Reduced
870
Sigma Planning Corp
Sigma Planning Corp
Michigan
$140M -$2.09M 15 4.64% Reduced
871
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$139M -$11.8M 7 2.9% Reduced
872
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$139M +$114M 2 7.69% Increased
873
Sandy Spring Bank
Sandy Spring Bank
Maryland
$139M -$769K 17 7.89% Reduced
874
Select Equity Group
Select Equity Group
New York
$138M -$86.5M 2 0.49% Reduced
875
Empire Life Investments
Empire Life Investments
Ontario, Canada
$138M -$35.5M 4 9.79% Reduced