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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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$818M -$26.4M 14 10.34% Reduced
352
Cardano Risk Management
Cardano Risk Management
Netherlands
$814M -$63.7M 4 66.19% Reduced
353
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$813M -$3.89M 5 11.34% Reduced
354
Alyeska Investment Group
Alyeska Investment Group
Illinois
$809M +$55.5M 12 5.5% Increased
355
Huntington National Bank
Huntington National Bank
Ohio
$805M -$26.7M 27 8.07% Reduced
356
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$795M -$1.47M 3 64.89% Reduced
357
Lazard Frères Gestion
Lazard Frères Gestion
France
$791M +$2.22M 5 25.1% Increased
358
MML Investors Services
MML Investors Services
Massachusetts
$787M +$22M 18 4.36% Increased
359
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$781M +$69.4M 5 8.81% Increased
360
Cresset Asset Management
Cresset Asset Management
Illinois
$780M -$16.9M 26 3.01% Reduced
361
AGF Management
AGF Management
Ontario, Canada
$773M +$461M 12 5.48% Increased
362
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$771M -$16.6M 20 15.54% Reduced
363
Yousif Capital Management
Yousif Capital Management
Michigan
$762M -$23.5M 17 9.69% Reduced
364
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$760M +$161M 4 17.22% Increased
365
Mutual of America Capital Management
Mutual of America Capital Management
New York
$759M -$22M 13 9.35% Reduced
366
Brighton Jones LLC
Brighton Jones LLC
Washington
$755M +$17.6M 12 38.28% Increased
367
Swiss Life Asset Management
Swiss Life Asset Management
$755M +$4.5M 14 11.67% Increased
368
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$752M -$4.38M 12 18.59% Reduced
369
Mercer Global Advisors
Mercer Global Advisors
Colorado
$751M +$85.1M 22 2.85% Increased
370
Himalaya Capital Management
Himalaya Capital Management
Washington
$734M $0 2 40.34% Maintained
371
AE Wealth Management
AE Wealth Management
Kansas
$728M +$41M 20 4.35% Increased
372
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$724M -$29.4M 3 18.54% Reduced
373
Findlay Park Partners
Findlay Park Partners
United Kingdom
$724M -$7.04M 2 7.78% Reduced
374
Evercore Wealth Management
Evercore Wealth Management
New York
$718M -$4.42M 9 13.44% Reduced
375
Silvercrest Asset Management
Silvercrest Asset Management
New York
$715M -$2.25M 9 5.43% Reduced