← 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
Huntington National Bank
Huntington National Bank
Ohio
$1.78B +$15.5M 27 10.67% Increased
327
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.77B -$177M 3 22.07% Reduced
328
Markel Group
Markel Group
Virginia
$1.77B +$1.8M 4 14.11% Increased
329
Everett Harris & Co
Everett Harris & Co
California
$1.75B -$18M 6 21.14% Reduced
330
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.74B +$79.9M 21 9.59% Increased
331
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.74B -$61.7M 16 14.55% Reduced
332
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72B -$45.2M 20 12.87% Reduced
333
AIM
Allen Investment Management
New York
$1.71B -$77.2M 9 18.91% Reduced
334
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$1.7B +$996M 10 23.61% Increased
335
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.7B +$27M 7 20.18% Increased
336
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.67B +$69.6M 12 13.59% Increased
337
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$1.66B +$61.9M 27 9.1% Increased
338
Empower Advisory Group
Empower Advisory Group
Colorado
$1.66B -$37.3M 11 4.47% Reduced
339
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.65B +$7.65K 17 15.74% Increased
340
Two Sigma Investments
Two Sigma Investments
New York
$1.62B +$141M 30 2.29% Increased
341
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.62B +$219M 7 10.47% Increased
342
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.62B +$202M 6 23.29% Increased
343
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.6B -$35.9M 8 9.7% Reduced
344
Magellan Asset Management
Magellan Asset Management
Australia
$1.6B -$94.7M 4 19.44% Reduced
345
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.6B +$79.3M 35 4.33% Increased
346
Erste Asset Management
Erste Asset Management
Austria
$1.59B +$168M 12 13.34% Increased
347
Rafferty Asset Management
Rafferty Asset Management
New York
$1.58B -$12.5M 16 5.46% Reduced
348
LBP AM
LBP AM
France
$1.57B +$13M 12 18.22% Increased
349
Himalaya Capital Management
Himalaya Capital Management
Washington
$1.57B $0 2 43.86% Maintained
350
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.55B -$75.3M 29 12.89% Reduced