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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
301
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.03B -$238M 6 6.17% Reduced
302
TCW Group
TCW Group
California
$2.03B -$222M 18 13.68% Reduced
303
Natixis
Natixis
France
$2.02B -$269M 14 8.14% Reduced
304
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$2.02B +$4.09M 7 18.47% Increased
305
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.01B +$244M 2 19.46% Increased
306
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2B +$7.36M 32 4.48% Increased
307
Lido Advisors
Lido Advisors
California
$1.97B +$73.9M 20 5.35% Increased
308
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.96B +$24.5M 6 18.02% Increased
309
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.94B +$26.6M 10 13.48% Increased
310
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.94B -$229M 10 9.62% Reduced
311
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.91B +$347M 5 15.33% Increased
312
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.91B +$446M 17 11.4% Increased
313
PensionDanmark
PensionDanmark
Denmark
$1.9B +$31.8M 16 15.75% Increased
314
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.9B +$133M 16 13.08% Increased
315
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.88B +$23.6M 6 14.4% Increased
316
Amalgamated Bank
Amalgamated Bank
New York
$1.88B -$89.4M 20 12.99% Reduced
317
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.88B -$199M 4 18.42% Reduced
318
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$1.87B +$822M 13 11.97% Increased
319
Markel Group
Markel Group
Virginia
$1.86B $0 4 14.17% Maintained
320
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.86B -$299M 16 16.03% Reduced
321
Rafferty Asset Management
Rafferty Asset Management
New York
$1.85B +$616M 18 4.22% Increased
322
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.85B +$83.4M 22 5.4% Increased
323
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.85B +$38.7M 14 11.51% Increased
324
Huntington National Bank
Huntington National Bank
Ohio
$1.83B -$13.9M 27 8.86% Reduced
325
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.81B -$21.3M 6 9.06% Reduced