← 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
326
Manning & Napier Group
Manning & Napier Group
New York
$711M -$4.12M 5 8.22% Reduced
327
VanEck Associates
VanEck Associates
New York
$711M +$60.2M 13 1.89% Increased
328
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$700M -$6.34M 5 15.85% Reduced
329
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$698M -$162M 11 6.51% Reduced
330
LCP
LGT Capital Partners
Switzerland
$698M +$139M 3 21.24% Increased
331
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$697M -$171M 4 9.08% Reduced
332
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$683M +$7.26M 11 9.75% Increased
333
Close Asset Management
Close Asset Management
United Kingdom
$676M +$20.5M 8 32.04% Increased
334
Swiss Life Asset Management
Swiss Life Asset Management
$673M -$3.61M 16 10.88% Reduced
335
Markel Group
Markel Group
Virginia
$671M +$2.71M 4 9.59% Increased
336
Nomura Holdings
Nomura Holdings
Japan
$671M -$301M 21 2.31% Reduced
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$669M +$51.4M 14 7.16% Increased
338
CIBC World Market
CIBC World Market
Ontario, Canada
$662M +$27.3M 15 2.33% Increased
339
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$658M $0 3 64.37% Maintained
340
Kestra Advisory Services
Kestra Advisory Services
Texas
$658M +$298M 19 6.76% Increased
341
ARK Investment Management
ARK Investment Management
Florida
$657M +$55.8M 9 3.88% Increased
342
Yousif Capital Management
Yousif Capital Management
Michigan
$655M -$16.4M 16 8.62% Reduced
343
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$654M +$58.4M 9 9.21% Increased
344
John W. Bristol & Co
John W. Bristol & Co
New York
$653M -$18.2M 5 15.99% Reduced
345
CIP
Champlain Investment Partners
Vermont
$647M +$36.1M 3 4.18% Increased
346
MAMU
Marathon Asset Management (UK)
United Kingdom
$640M -$28.3M 5 10.69% Reduced
347
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$639M -$27.7M 7 19.27% Reduced
348
MIS
Morningstar Investment Services
Illinois
$639M -$76.5M 6 8.56% Reduced
349
Clal Insurance
Clal Insurance
Israel
$630M +$9.02M 5 8.38% Increased
350
PointState Capital
PointState Capital
New York
$628M +$260M 2 15.61% Increased