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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
326
Everett Harris & Co
Everett Harris & Co
California
$767M -$4.63M 7 14.97% Reduced
327
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$765M -$29.6M 22 12.96% Reduced
328
Pendal Group
Pendal Group
Australia
$763M -$48.1M 9 9.34% Reduced
329
Verition Fund Management
Verition Fund Management
Connecticut
$755M +$704M 13 15.07% Increased
330
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$739M +$4M 21 4.99% Increased
331
Scotia Capital
Scotia Capital
Ontario, Canada
$738M +$206M 13 7.99% Increased
332
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$736M +$5.22M 11 10.8% Increased
333
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$724M +$135M 4 16.1% Increased
334
ACM
Atlanta Capital Management
Georgia
$713M +$6.6M 2 2.93% Increased
335
FAM
Foxhaven Asset Management
Virginia
$711M -$360M 4 22.6% Reduced
336
Xponance
Xponance
Pennsylvania
$708M -$29.8M 18 17.41% Reduced
337
Bahl & Gaynor
Bahl & Gaynor
Ohio
$702M -$15.7M 9 4.98% Reduced
338
Boston Trust Walden
Boston Trust Walden
Massachusetts
$702M +$26.2M 9 8.74% Increased
339
Artemis Investment Management
Artemis Investment Management
United Kingdom
$699M -$116M 7 8.78% Reduced
340
AL
AJO LP
Pennsylvania
$697M -$165M 12 7.36% Reduced
341
Sarasin & Partners
Sarasin & Partners
United Kingdom
$696M -$193M 5 10.06% Reduced
342
Nissay Asset Management
Nissay Asset Management
Japan
$696M -$44.4M 13 11.75% Reduced
343
Brighton Jones LLC
Brighton Jones LLC
Washington
$695M -$803K 8 48.01% Reduced
344
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$694M -$54.3M 16 10.23% Reduced
345
Advisors Asset Management
Advisors Asset Management
Colorado
$693M +$10.5M 17 12.81% Increased
346
Marsico Capital Management
Marsico Capital Management
Colorado
$692M +$3.22M 5 19.2% Increased
347
Two Sigma Investments
Two Sigma Investments
New York
$690M -$43.1M 17 2.45% Reduced
348
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$690M -$2.85M 24 1.86% Reduced
349
SAM
Shell Asset Management
Netherlands
$681M -$25.8M 18 15.83% Reduced
350
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$681M +$336M 8 25.26% Increased