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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
1026
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$196M -$346M 9 1.51% Reduced
1027
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$196M +$66.9M 4 10.16% Increased
1028
Rheos Capital Works
Rheos Capital Works
Japan
$195M +$41.5M 5 11.22% Increased
1029
Univest Financial
Univest Financial
Pennsylvania
$195M +$14.9M 6 11.71% Increased
1030
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$195M +$105M 3 16.13% Increased
1031
Hoey Investments
Hoey Investments
Pennsylvania
$195M +$7.71M 11 28.56% Increased
1032
Aviso Financial
Aviso Financial
Ontario, Canada
$193M +$7.75M 8 8.72% Increased
1033
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$193M -$1.14M 2 8.53% Reduced
1034
PointState Capital
PointState Capital
New York
$193M +$2.9M 1 2.94% Increased
1035
Cumberland Partners
Cumberland Partners
Ontario, Canada
$192M -$18.8M 6 13.33% Reduced
1036
Plato Investment Management
Plato Investment Management
Australia
$192M +$5.64M 16 14.45% Increased
1037
Vantage Investment Partners
Vantage Investment Partners
Missouri
$192M +$28.5M 5 13.99% Increased
1038
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$192M -$1.32M 6 14.82% Reduced
1039
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$191M +$10.8M 8 2.28% Increased
1040
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$191M -$92.4M 12 9.48% Reduced
1041
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$191M -$448K 4 14.43% Reduced
1042
GCQ Funds Management
GCQ Funds Management
Australia
$191M +$18.2M 2 34.59% Increased
1043
Virtu Financial
Virtu Financial
New York
$190M -$300M 16 9.71% Reduced
1044
Delta Global Management
Delta Global Management
New York
$190M +$96.7M 6 12.68% Increased
1045
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$190M +$4.77M 7 9.7% Increased
1046
Private Advisory Group
Private Advisory Group
Washington
$189M +$9.9M 9 17.14% Increased
1047
Spire Wealth Management
Spire Wealth Management
Virginia
$189M -$47.9M 20 6.79% Reduced
1048
Fortis Capital Management
Fortis Capital Management
Washington
$189M +$5.93M 7 29.35% Increased
1049
GAM Holding
GAM Holding
Switzerland
$189M -$49M 6 13.26% Reduced
1050
First Long Island Investors
First Long Island Investors
New York
$188M -$1.16M 4 14.76% Reduced