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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
PTC
Provident Trust Company
Wisconsin
$1.27B -$165M 3 23.49% Reduced
327
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.26B +$57.1M 4 12.73% Increased
328
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.26B -$58.8M 17 14.99% Reduced
329
Guggenheim Capital
Guggenheim Capital
Illinois
$1.25B +$20.6M 19 8.85% Increased
330
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.25B +$178M 6 15.43% Increased
331
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24B +$80.2M 27 6.65% Increased
332
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$1.23B +$301M 7 11.22% Increased
333
Altshuler Shaham
Altshuler Shaham
Israel
$1.23B +$392M 6 41.81% Increased
334
Comgest Global Investors
Comgest Global Investors
France
$1.23B -$11.6M 4 16.85% Reduced
335
MML Investors Services
MML Investors Services
Massachusetts
$1.23B -$38.6M 19 4.95% Reduced
336
Markel Group
Markel Group
Virginia
$1.22B +$1.96M 4 12.05% Increased
337
VVP
Vulcan Value Partners
Alabama
$1.21B -$264M 3 17.22% Reduced
338
Capital Group Private Client Services
Capital Group Private Client Services
California
$1.21B -$33.9M 5 12.14% Reduced
339
Waverton Investment Management
Waverton Investment Management
United Kingdom
$1.2B +$89.5M 6 22.61% Increased
340
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.2B -$5.15M 13 20.29% Reduced
341
VanEck Associates
VanEck Associates
New York
$1.19B -$259M 13 1.69% Reduced
342
QRG Capital Management
QRG Capital Management
Illinois
$1.19B +$115M 15 14.08% Increased
343
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.17B +$32.7M 6 28.58% Increased
344
Huntington National Bank
Huntington National Bank
Ohio
$1.17B +$35.7M 26 9.04% Increased
345
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$1.16B +$744M 7 31% Increased
346
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.15B +$22.1M 6 10.82% Increased
347
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.15B -$145M 4 12.1% Reduced
348
Bridges Investment Management
Bridges Investment Management
Nebraska
$1.14B +$597M 6 17.36% Increased
349
Lazard Frères Gestion
Lazard Frères Gestion
France
$1.13B +$110K 5 26.17% Increased
350
Empower Advisory Group
Empower Advisory Group
Colorado
$1.13B -$11.7M 10 4.2% Reduced