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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
351
Lazard Frères Gestion
Lazard Frères Gestion
France
$626M -$11.2M 4 22.52% Reduced
352
Bahl & Gaynor
Bahl & Gaynor
Ohio
$625M +$8.73M 8 4.12% Increased
353
Mutual of America Capital Management
Mutual of America Capital Management
New York
$619M +$10.3M 14 7.93% Increased
354
Daiwa Securities Group
Daiwa Securities Group
Japan
$612M +$10.1M 19 4.68% Increased
355
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$608M -$34.3M 10 18.51% Reduced
356
Personal Capital Advisors
Personal Capital Advisors
California
$607M +$25.4M 12 3.18% Increased
357
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$602M +$249M 3 16.68% Increased
358
Evercore Wealth Management
Evercore Wealth Management
New York
$601M -$17.4M 7 12.66% Reduced
359
Pzena Investment Management
Pzena Investment Management
New York
$596M -$86.9M 3 2.67% Reduced
360
Connectus Wealth
Connectus Wealth
Ohio
$594M +$345M 9 13.57% Increased
361
Cardano Risk Management
Cardano Risk Management
Netherlands
$592M +$7.41M 4 68.5% Increased
362
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$592M -$74.8M 16 4.24% Reduced
363
CCP
Cryder Capital Partners
United Kingdom
$589M +$31.6M 3 32.13% Increased
364
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$586M -$104M 9 23.43% Reduced
365
TPSF
Texas Permanent School Fund
Texas
$586M +$10.1M 13 9.34% Increased
366
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$585M +$44.7M 29 6.52% Increased
367
Brighton Jones LLC
Brighton Jones LLC
Washington
$582M +$711K 12 33.73% Increased
368
Voyager Global Management
Voyager Global Management
New York
$579M +$89.3M 3 37.08% Increased
369
MML Investors Services
MML Investors Services
Massachusetts
$570M +$45.7M 19 4.33% Increased
370
Silvercrest Asset Management
Silvercrest Asset Management
New York
$569M -$23.1M 9 4.33% Reduced
371
Capital International Inc
Capital International Inc
California
$568M -$14.7M 6 7.88% Reduced
372
Comerica Bank
Comerica Bank
Texas
$564M +$5.88M 20 4.63% Increased
373
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$554M -$29.8M 10 6.24% Reduced
374
Regions Financial Corp
Regions Financial Corp
Alabama
$554M -$15.5M 11 5.27% Reduced
375
Quilter Plc
Quilter Plc
United Kingdom
$545M -$3.77M 6 18.45% Reduced