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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
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$789M +$17.7M 17 12.68% Increased
302
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$786M +$14.9M 25 4.43% Increased
303
Stockbridge Partners
Stockbridge Partners
Massachusetts
$785M +$57.5M 2 22.23% Increased
304
Laurion Capital Management
Laurion Capital Management
New York
$783M +$735M 7 4.62% Increased
305
Everett Harris & Co
Everett Harris & Co
California
$778M -$2.1M 6 14.32% Reduced
306
Nissay Asset Management
Nissay Asset Management
Japan
$762M +$17.8M 14 8% Increased
307
Manning & Napier Group
Manning & Napier Group
New York
$762M +$68.1M 5 9.94% Increased
308
ACM
Atlanta Capital Management
Georgia
$761M +$44M 2 3.39% Increased
309
PTC
Provident Trust Company
Wisconsin
$760M -$4.05M 3 21.65% Reduced
310
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$753M +$64.1M 20 3.67% Increased
311
Boston Trust Walden
Boston Trust Walden
Massachusetts
$752M +$6.22M 9 7.45% Increased
312
Utah Retirement Systems
Utah Retirement Systems
Utah
$752M +$1.86M 19 12.53% Increased
313
GGHC
Gilder Gagnon Howe & Co
New York
$751M -$68.6M 10 13.11% Reduced
314
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$744M -$51.6M 15 8.39% Reduced
315
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$744M +$398M 43 12.07% Increased
316
GRQ
Gardner Russo & Quinn
Pennsylvania
$743M -$151M 4 8.99% Reduced
317
IFM Investors
IFM Investors
Australia
$724M +$15.8M 14 13.15% Increased
318
Vontobel Holding
Vontobel Holding
Switzerland
$720M -$55.9M 22 8.41% Reduced
319
H&H International Investment
H&H International Investment
California
$716M +$78M 2 7.57% Increased
320
Comerica Bank
Comerica Bank
Texas
$716M +$3.11M 22 6.03% Increased
321
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$712M +$724K 6 11.69% Increased
322
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$711M -$10.9M 15 9.56% Reduced
323
MG
Meritage Group
California
$710M +$10.9M 3 21.28% Increased
324
VanEck Associates
VanEck Associates
New York
$710M +$51.9M 14 2.11% Increased
325
Troy Asset Management
Troy Asset Management
United Kingdom
$708M -$520M 2 20.39% Reduced