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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
951
Empire Life Investments
Empire Life Investments
Ontario, Canada
$278M -$8.78M 4 15.64% Reduced
952
Mill Capital Management
Mill Capital Management
North Carolina
$278M -$5.89M 6 20.03% Reduced
953
Windward Capital Management
Windward Capital Management
California
$277M -$9.5M 5 21.98% Reduced
954
Mizuho Markets Americas
Mizuho Markets Americas
New York
$277M -$66M 8 5.36% Reduced
955
EARNEST Partners
EARNEST Partners
Georgia
$277M +$70.4M 7 1.19% Increased
956
JWCA
J.W. Cole Advisors
Florida
$277M -$26.4M 16 6.72% Reduced
957
Bain Capital Investors
Bain Capital Investors
Massachusetts
$277M $0 1 5.99% Maintained
958
MIG
Mariner Investment Group
New York
$276M +$273M 3 16.13% Increased
959
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$276M +$217M 9 3.5% Increased
960
Manchester Global Management
Manchester Global Management
United Kingdom
$275M -$75.5M 6 37.05% Reduced
961
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$275M +$7M 14 5.01% Increased
962
MA
Mutual Advisors
Nebraska
$274M +$5.72M 14 5.87% Increased
963
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$271M -$56.5M 2 7.25% Reduced
964
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$271M +$12.1M 11 10.35% Increased
965
Securian Asset Management
Securian Asset Management
Minnesota
$271M -$212M 13 10.27% Reduced
966
Park National Corp
Park National Corp
Ohio
$270M -$8.86M 6 8.43% Reduced
967
Jump Financial
Jump Financial
Illinois
$270M -$77M 17 3.32% Reduced
968
Ninety One North America
Ninety One North America
New York
$270M +$18.6M 3 10.94% Increased
969
Westpac Banking Corp
Westpac Banking Corp
Australia
$270M -$14.1M 10 17.03% Reduced
970
CWA Asset Management Group
CWA Asset Management Group
Florida
$268M -$4.84M 8 9.66% Reduced
971
Insight Holdings Group
Insight Holdings Group
New York
$267M +$15.9M 4 19.99% Increased
972
Logan Capital Management
Logan Capital Management
Pennsylvania
$267M -$4.91M 6 11.25% Reduced
973
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$267M +$23.1M 8 7.32% Increased
974
Atomi Financial Group
Atomi Financial Group
New York
$267M +$41M 15 7.82% Increased
975
LBW
Landesbank Baden-Wuerttemberg
Germany
$266M +$293M 1 48.83% New