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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
Capital Group Private Client Services
Capital Group Private Client Services
California
$1.28B -$40.6M 5 11.06% Reduced
352
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.27B +$154M 21 8.63% Increased
353
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.25B +$68.4M 8 9.25% Increased
354
Zacks Investment Management
Zacks Investment Management
Illinois
$1.25B +$28.9M 12 10.69% Increased
355
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.25B +$190M 23 14.1% Increased
356
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.25B +$24.8M 7 26.69% Increased
357
Jensen Investment Management
Jensen Investment Management
Oregon
$1.23B -$155M 3 14.43% Reduced
358
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.23B +$42.3M 33 4.32% Increased
359
Renaissance Technologies
Renaissance Technologies
New York
$1.22B -$469M 24 1.62% Reduced
360
PTC
Provident Trust Company
Wisconsin
$1.21B -$2.21M 4 22.15% Reduced
361
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.21B +$28.8M 31 6.25% Increased
362
NEOS Investment Management
NEOS Investment Management
Connecticut
$1.21B +$308M 9 15.01% Increased
363
Tidal Investments
Tidal Investments
Wisconsin
$1.2B +$45.1M 22 7.23% Increased
364
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$1.2B -$706K 6 11.39% Reduced
365
Banque Transatlantique
Banque Transatlantique
France
$1.2B +$33.7M 10 33.02% Increased
366
New York Life Investment Management
New York Life Investment Management
New York
$1.2B -$10.8M 14 11.19% Reduced
367
Carmignac Gestion
Carmignac Gestion
France
$1.19B -$319K 4 18.36% Reduced
368
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.19B +$36.8M 5 19.9% Increased
369
Guggenheim Capital
Guggenheim Capital
Illinois
$1.19B +$143M 17 9.41% Increased
370
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$1.18B +$18.4M 15 15.38% Increased
371
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.17B -$9.77M 6 12.81% Reduced
372
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.17B -$94.4M 8 6.71% Reduced
373
Whittier Trust
Whittier Trust
California
$1.16B +$102M 20 14.04% Increased
374
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$1.16B -$34.4M 3 21.48% Reduced
375
GGHC
Gilder Gagnon Howe & Co
New York
$1.16B -$14.5M 10 12.34% Reduced