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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
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$797M +$9.64M 7 10.9% Increased
352
Pacer Advisors
Pacer Advisors
Pennsylvania
$789M -$102M 19 3.17% Reduced
353
Lazard Frères Gestion
Lazard Frères Gestion
France
$785M -$5.73M 5 24.1% Reduced
354
Alyeska Investment Group
Alyeska Investment Group
Illinois
$780M +$107M 10 5.8% Increased
355
MML Investors Services
MML Investors Services
Massachusetts
$779M +$212M 20 4.3% Increased
356
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$769M -$94K 3 64.18% Reduced
357
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$767M +$78.9M 19 15.14% Increased
358
Brighton Jones LLC
Brighton Jones LLC
Washington
$767M +$2M 12 38.65% Increased
359
Swiss Life Asset Management
Swiss Life Asset Management
$763M -$32M 14 11.28% Reduced
360
Findlay Park Partners
Findlay Park Partners
United Kingdom
$760M -$73.9M 2 7.81% Reduced
361
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$756M +$53M 11 18.31% Increased
362
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$754M -$908K 3 17.6% Reduced
363
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$741M -$54.6M 11 4.04% Reduced
364
Regions Financial Corp
Regions Financial Corp
Alabama
$738M +$13M 11 6.38% Increased
365
Silvercrest Asset Management
Silvercrest Asset Management
New York
$732M +$32.4M 10 5.22% Increased
366
Evercore Wealth Management
Evercore Wealth Management
New York
$729M -$4.99M 9 13.37% Reduced
367
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$729M +$18.1M 3 8.09% Increased
368
Manning & Napier Group
Manning & Napier Group
New York
$728M -$183M 6 8.31% Reduced
369
BI
BlueSpruce Investments
Illinois
$725M +$6.78M 1 12.47% Increased
370
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$721M +$24.8M 29 7.07% Increased
371
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$717M -$9.77M 17 12.18% Reduced
372
Pathstone Family Office
Pathstone Family Office
New Jersey
$713M +$14.8M 16 10.13% Increased
373
BAMCO Inc
BAMCO Inc
New York
$705M +$38.2M 8 1.95% Increased
374
Stockbridge Partners
Stockbridge Partners
Massachusetts
$705M -$143M 2 14.38% Reduced
375
Zacks Investment Management
Zacks Investment Management
Illinois
$702M +$42.9M 10 8.81% Increased