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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
1076
Oribel Capital Management
Oribel Capital Management
New York
$60M -$12.1M 3 5.25% Reduced
1077
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$60M -$54.7M 8 2.83% Reduced
1078
ETF Managers Group
ETF Managers Group
New Jersey
$59.9M -$20.5M 10 1.91% Reduced
1079
BIC
Beach Investment Counsel
Pennsylvania
$59.6M -$15.6M 6 6.85% Reduced
1080
BFO
Boston Family Office
Massachusetts
$59.5M -$156K 6 6.18% Reduced
1081
Bainco International Investors
Bainco International Investors
Massachusetts
$59.3M -$8.77M 5 9.36% Reduced
1082
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$59.3M -$867K 9 8.66% Reduced
1083
Carret Asset Management
Carret Asset Management
New York
$59.2M +$502K 9 9.41% Increased
1084
CCMD
Cypress Capital Management (Delaware)
Delaware
$59.1M +$2.76M 7 10.27% Increased
1085
Advisory Services Network
Advisory Services Network
Georgia
$58.9M +$6.88M 22 3.61% Increased
1086
Centiva Capital
Centiva Capital
New York
$58.9M +$35.2M 9 3.51% Increased
1087
Brandes Investment Partners
Brandes Investment Partners
California
$58.8M -$6.2M 3 1.31% Reduced
1088
PAM
Private Asset Management
California
$58.8M +$468K 7 10.01% Increased
1089
TC
TownSquare Capital
Utah
$58.7M -$3.5M 8 5.59% Reduced
1090
PCP
Polunin Capital Partners
United Kingdom
$58.7M -$454K 1 14.2% Reduced
1091
RI
Redwood Investments
Massachusetts
$58.6M -$17.4M 4 4.32% Reduced
1092
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$58.4M -$509K 5 8.48% Reduced
1093
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$58.2M +$2.53M 10 11.7% Increased
1094
MAM
Mastrapasqua Asset Management
Tennessee
$58.2M -$303K 6 11.03% Reduced
1095
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$58.1M -$704K 3 5.87% Reduced
1096
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$57.9M -$4.2M 4 9.74% Reduced
1097
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$57.7M +$310K 3 7.99% Increased
1098
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$57.7M +$1.53M 13 4.03% Increased
1099
Jasper Ridge Partners
Jasper Ridge Partners
California
$57.7M +$1.2M 9 2.35% Increased
1100
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$57.5M -$166K 5 9.67% Reduced