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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
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.58B -$24.2M 20 6.27% Reduced
327
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.55B +$44.2M 18 12.55% Increased
328
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.52B -$230M 5 18.51% Reduced
329
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.51B +$38.1M 20 11.73% Increased
330
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.51B -$137M 4 26.54% Reduced
331
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$1.51B -$29.5M 10 18.42% Reduced
332
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.48B -$875M 2 16.48% Reduced
333
Everett Harris & Co
Everett Harris & Co
California
$1.47B -$22.1M 6 18.92% Reduced
334
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.46B -$536M 14 8.6% Reduced
335
H&H International Investment
H&H International Investment
California
$1.44B +$252M 3 7.2% Increased
336
Himalaya Capital Management
Himalaya Capital Management
Washington
$1.43B $0 2 44.81% Maintained
337
Banco Santander
Banco Santander
Spain
$1.42B +$214M 9 11.49% Increased
338
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.42B +$71.8M 37 3.73% Increased
339
LSV Asset Management
LSV Asset Management
Illinois
$1.41B +$23.5M 12 3.04% Increased
340
Macquarie Group
Macquarie Group
Australia
$1.4B -$950M 16 8.35% Reduced
341
AIM
Allen Investment Management
New York
$1.4B -$77.9M 9 17.25% Reduced
342
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.39B -$20.6M 18 14.19% Reduced
343
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.39B +$19.9M 9 8.13% Increased
344
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.37B -$72.3M 7 18.21% Reduced
345
QRG Capital Management
QRG Capital Management
Illinois
$1.37B +$162M 18 14.14% Increased
346
VanEck Associates
VanEck Associates
New York
$1.36B +$91.7M 16 1.02% Increased
347
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.35B -$227M 12 15.1% Reduced
348
Empower Advisory Group
Empower Advisory Group
Colorado
$1.34B -$87.1M 11 3.48% Reduced
349
VARA
Value Aligned Research Advisors
New Jersey
$1.34B +$473M 8 6.47% Increased
350
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$1.33B -$14.9M 14 17.03% Reduced