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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
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.41B +$152M 20 3.56% Increased
352
Comgest Global Investors
Comgest Global Investors
France
$1.41B -$51.6M 4 24.98% Reduced
353
Groupe la Francaise
Groupe la Francaise
France
$1.41B +$136M 19 19.04% Increased
354
Zacks Investment Management
Zacks Investment Management
Illinois
$1.41B +$5.01M 13 11.21% Increased
355
Davenport & Co
Davenport & Co
Virginia
$1.41B -$136M 14 7.5% Reduced
356
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.4B +$2.89M 7 28.01% Increased
357
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.4B +$60.3M 31 6.36% Increased
358
Epoch Investment Partners
Epoch Investment Partners
New York
$1.39B -$217M 7 7.64% Reduced
359
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.36B +$31.8M 18 32.7% Increased
360
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.36B +$8.33M 5 20.96% Increased
361
Optiver Holding
Optiver Holding
Netherlands
$1.36B +$554M 20 0.54% Increased
362
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.35B -$145M 9 9.94% Reduced
363
Erste Asset Management
Erste Asset Management
Austria
$1.35B -$312M 12 13.05% Reduced
364
Whittier Trust
Whittier Trust
California
$1.34B +$20.2M 20 15.3% Increased
365
Mediolanum International Funds
Mediolanum International Funds
Ireland
$1.34B +$35.7M 11 14.04% Increased
366
New York Life Investment Management
New York Life Investment Management
New York
$1.32B -$10.5M 14 11.61% Reduced
367
Guggenheim Capital
Guggenheim Capital
Illinois
$1.32B +$2.31M 18 9.54% Increased
368
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$1.31B +$18M 10 9.87% Increased
369
Banque Transatlantique
Banque Transatlantique
France
$1.31B -$3.97M 10 32.07% Reduced
370
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$1.31B -$13.1M 15 15.91% Reduced
371
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$1.31B +$76.5M 7 14.97% Increased
372
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$1.31B -$28.1M 3 22.29% Reduced
373
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$1.3B -$99.3M 6 11.7% Reduced
374
VVP
Vulcan Value Partners
Alabama
$1.29B -$167M 3 23.47% Reduced
375
Capital International Inc
Capital International Inc
California
$1.29B +$185M 7 10.33% Increased