← All themes

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
276
Congress Asset Management
Congress Asset Management
Massachusetts
$978M +$470M 6 9.36% Increased
277
TCW Group
TCW Group
California
$972M +$65.6M 9 12.72% Increased
278
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$946M +$30.1M 20 4.27% Increased
279
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$944M +$91.1M 29 1.62% Increased
280
GAM
GuardCap Asset Management
United Kingdom
$937M +$96.5M 3 14.37% Increased
281
Apollo Management Holdings
Apollo Management Holdings
New York
$934M -$6.09M 3 6.6% Reduced
282
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$928M -$175M 14 11.68% Reduced
283
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$916M -$335M 13 7.75% Reduced
284
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$910M -$78M 3 13.49% Reduced
285
SCGE Management
SCGE Management
California
$910M -$22.4M 4 26.1% Reduced
286
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$906M +$60.2M 3 15.1% Increased
287
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$890M -$15.1M 4 11.17% Reduced
288
Comgest Global Investors
Comgest Global Investors
France
$875M -$81.3M 4 17.18% Reduced
289
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$872M -$27.7M 7 16.42% Reduced
290
PTC
Provident Trust Company
Wisconsin
$869M +$17.7M 3 21.34% Increased
291
BAMCO Inc
BAMCO Inc
New York
$868M -$24.7M 10 2.79% Reduced
292
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$865M +$16.5M 15 13.04% Increased
293
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$861M +$85.3M 31 5.55% Increased
294
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$858M -$156M 15 8.14% Reduced
295
Vontobel Holding
Vontobel Holding
Switzerland
$851M -$140M 22 9.2% Reduced
296
Everett Harris & Co
Everett Harris & Co
California
$850M -$14.1M 6 14.7% Reduced
297
Boston Trust Walden
Boston Trust Walden
Massachusetts
$834M -$39.5M 9 7.88% Reduced
298
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$819M +$42.4M 25 4.41% Increased
299
ACM
Atlanta Capital Management
Georgia
$812M +$50.6M 2 3.5% Increased
300
Xponance
Xponance
Pennsylvania
$811M -$17.7M 19 16.29% Reduced