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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
John W. Bristol & Co
John W. Bristol & Co
New York
$612M -$1.58M 5 15.3% Reduced
352
Brighton Jones LLC
Brighton Jones LLC
Washington
$611M +$23.8M 11 35.85% Increased
353
PointState Capital
PointState Capital
New York
$606M -$2.18M 3 14.63% Reduced
354
Lazard Frères Gestion
Lazard Frères Gestion
France
$594M -$6.73M 4 22.46% Reduced
355
Yousif Capital Management
Yousif Capital Management
Michigan
$592M -$15M 16 8.42% Reduced
356
Close Asset Management
Close Asset Management
United Kingdom
$591M -$19.1M 8 33.45% Reduced
357
Personal Capital Advisors
Personal Capital Advisors
California
$590M +$25M 12 3.19% Increased
358
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$584M +$20.6M 3 16.37% Increased
359
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$584M -$158K 3 63.13% Reduced
360
Mutual of America Capital Management
Mutual of America Capital Management
New York
$581M +$7.76M 14 7.85% Increased
361
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$580M +$41.7M 13 9.32% Increased
362
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$580M +$153M 23 3.45% Increased
363
Coatue Management
Coatue Management
New York
$579M -$532M 6 6.72% Reduced
364
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$576M -$23.7M 6 18.19% Reduced
365
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$572M -$47.3M 3 8.49% Reduced
366
Daiwa Securities Group
Daiwa Securities Group
Japan
$570M +$5.51M 19 4.73% Increased
367
Connectus Wealth
Connectus Wealth
Ohio
$565M -$145M 8 11.78% Reduced
368
Balyasny Asset Management
Balyasny Asset Management
Illinois
$563M +$157M 22 1.73% Increased
369
Evercore Wealth Management
Evercore Wealth Management
New York
$562M +$4.03M 8 12.69% Increased
370
MIS
Morningstar Investment Services
Illinois
$560M -$8.73M 6 7.92% Reduced
371
Cardano Risk Management
Cardano Risk Management
Netherlands
$552M +$1.32M 4 66.44% Increased
372
MML Investors Services
MML Investors Services
Massachusetts
$552M +$20.9M 18 4.19% Increased
373
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$550M -$94.7M 5 16.02% Reduced
374
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$544M +$20.2M 29 6.46% Increased
375
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$543M -$150M 10 8.68% Reduced