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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
226
Citadel Advisors
Citadel Advisors
Florida
$1.44B -$222M 39 0.37% Reduced
227
Natixis Advisors
Natixis Advisors
Massachusetts
$1.41B -$59.7M 16 6.2% Reduced
228
Federated Hermes
Federated Hermes
Pennsylvania
$1.39B -$293M 19 3.77% Reduced
229
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.39B +$88.1M 4 25.25% Increased
230
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.37B -$28M 26 10.59% Reduced
231
D1 Capital Partners
D1 Capital Partners
New York
$1.36B -$125M 3 32.24% Reduced
232
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.36B -$48.1M 3 12.77% Reduced
233
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.34B -$521M 18 6.86% Reduced
234
Harding Loevner
Harding Loevner
New Jersey
$1.33B -$41.8M 5 8.19% Reduced
235
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.32B -$4.67M 24 11.56% Reduced
236
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.31B +$20.4M 6 15.74% Increased
237
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.31B +$31.4M 7 8.3% Increased
238
Troy Asset Management
Troy Asset Management
United Kingdom
$1.3B +$24.7M 2 26.71% Increased
239
Mariner
Mariner
Kansas
$1.27B +$101M 16 5.22% Increased
240
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.26B +$766M 3 5.53% Increased
241
Candriam SCA
Candriam SCA
Luxembourg
$1.26B -$156M 15 10.38% Reduced
242
Two Sigma Investments
Two Sigma Investments
New York
$1.26B +$740M 21 4.15% Increased
243
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.26B +$8.7M 16 7.36% Increased
244
M&T Bank
M&T Bank
New York
$1.25B +$242M 20 5.89% Increased
245
AIM
Allen Investment Management
New York
$1.24B -$98.5M 13 20.05% Reduced
246
Boston Partners
Boston Partners
Massachusetts
$1.23B +$458M 10 1.72% Increased
247
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.23B -$952K 25 11.95% Reduced
248
Epoch Investment Partners
Epoch Investment Partners
New York
$1.23B -$154M 8 7.2% Reduced
249
Rathbones Group
Rathbones Group
United Kingdom
$1.23B -$15.4M 10 14.07% Reduced
250
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.23B +$51.6M 11 13.85% Increased