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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
Erste Asset Management
Erste Asset Management
Austria
$1.45B +$335M 15 12.19% Increased
327
Everett Harris & Co
Everett Harris & Co
California
$1.44B -$8.73M 6 18.44% Reduced
328
Rafferty Asset Management
Rafferty Asset Management
New York
$1.43B +$173M 14 4.72% Increased
329
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.42B -$67.2M 7 18.13% Reduced
330
Lido Advisors
Lido Advisors
California
$1.41B +$126M 14 5.51% Increased
331
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.41B -$5.54M 17 14.73% Reduced
332
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.4B -$134M 15 13.78% Reduced
333
Davenport & Co
Davenport & Co
Virginia
$1.39B -$15.5M 12 7.6% Reduced
334
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.39B -$209M 20 2.84% Reduced
335
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.39B +$258M 25 4.89% Increased
336
VVP
Vulcan Value Partners
Alabama
$1.38B -$57.7M 3 24.38% Reduced
337
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.38B +$26.8M 7 10.84% Increased
338
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.37B +$264M 13 11.12% Increased
339
Empower Advisory Group
Empower Advisory Group
Colorado
$1.37B +$152M 12 4.09% Increased
340
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.35B -$1.42B 25 1.38% Reduced
341
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.35B -$401M 13 17.79% Reduced
342
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$1.33B +$295M 6 5.77% Increased
343
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.31B +$51M 26 12.21% Increased
344
Harding Loevner
Harding Loevner
New Jersey
$1.3B +$17.5M 3 8.73% Increased
345
Woodline Partners
Woodline Partners
California
$1.3B +$259M 16 6.85% Increased
346
Markel Group
Markel Group
Virginia
$1.3B +$4.52M 4 10.96% Increased
347
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.3B -$26.2M 9 9.25% Reduced
348
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.29B -$36.4M 17 35.03% Reduced
349
Comgest Global Investors
Comgest Global Investors
France
$1.29B -$38.9M 4 22.02% Reduced
350
LBP AM
LBP AM
France
$1.29B -$153M 12 18.12% Reduced