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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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$562M +$39.2M 10 8.21% Increased
352
Markel Group
Markel Group
Virginia
$560M +$3M 4 7.51% Increased
353
Swiss Life Asset Management
Swiss Life Asset Management
$559M -$34.9M 15 9.33% Reduced
354
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$558M -$60K 3 61.49% Reduced
355
Wolverine Trading
Wolverine Trading
Illinois
$557M +$451M 18 0.84% Increased
356
John W. Bristol & Co
John W. Bristol & Co
New York
$555M -$385K 5 13.21% Reduced
357
BAMCO Inc
BAMCO Inc
New York
$549M -$99.7M 9 1.84% Reduced
358
TPSF
Texas Permanent School Fund
Texas
$549M +$1.06M 13 8.32% Increased
359
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$547M +$53.3M 1 15.1% Increased
360
Lazard Frères Gestion
Lazard Frères Gestion
France
$544M +$22M 4 19.7% Increased
361
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$542M -$3.61M 22 2.9% Reduced
362
Close Asset Management
Close Asset Management
United Kingdom
$541M -$29.4M 9 28.75% Reduced
363
MML Investors Services
MML Investors Services
Massachusetts
$535M +$24.5M 18 3.51% Increased
364
Personal Capital Advisors
Personal Capital Advisors
California
$534M +$4.36M 12 2.6% Increased
365
MIS
Morningstar Investment Services
Illinois
$532M -$14.5M 6 7.25% Reduced
366
Clal Insurance
Clal Insurance
Israel
$532M -$55.8M 5 7.98% Reduced
367
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$528M -$91.1M 7 7.43% Reduced
368
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$526M +$49.1M 17 10.04% Increased
369
Silvercrest Asset Management
Silvercrest Asset Management
New York
$525M +$19.2M 10 4.04% Increased
370
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$524M +$55.5K 3 14.63% Increased
371
Evercore Wealth Management
Evercore Wealth Management
New York
$520M -$944K 8 10.9% Reduced
372
AGF Management
AGF Management
Ontario, Canada
$518M +$565M 11 3.76% New
373
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$515M -$81.7M 11 5.77% Reduced
374
AKO Capital
AKO Capital
United Kingdom
$510M +$111M 2 8.25% Increased
375
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$508M -$20.7M 3 7.94% Reduced