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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
376
Troy Asset Management
Troy Asset Management
United Kingdom
$199M +$201M 2 13.02% New
377
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$198M -$914K 7 2.31% Reduced
378
Eagle Asset Management
Eagle Asset Management
Florida
$198M -$26.4M 3 1.14% Reduced
379
PC
Paulson & Co
New York
$198M +$2.34M 1 1.02% Increased
380
Utah Retirement Systems
Utah Retirement Systems
Utah
$197M -$294K 9 5.4% Reduced
381
Nicholas Company
Nicholas Company
Wisconsin
$197M +$8.84M 3 4.03% Increased
382
Asset Management One
Asset Management One
Japan
$195M -$14.1M 10 2.53% Reduced
383
CIBC World Markets
CIBC World Markets
New York
$195M +$198M 3 9.63% New
384
Norinchukin Bank
Norinchukin Bank
Japan
$193M +$26.9M 8 4.71% Increased
385
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$190M -$21.5M 1 4.64% Reduced
386
BKBG
BHF Kleinwort Benson Group
Belgium
$190M -$2.37M 8 4.92% Reduced
387
Martingale Asset Management
Martingale Asset Management
Massachusetts
$189M +$19.9M 6 5.25% Increased
388
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$189M -$12M 10 5.85% Reduced
389
Saturna Capital
Saturna Capital
Washington
$189M +$187K 7 4.95% Increased
390
Iconiq Capital
Iconiq Capital
California
$187M -$4.53M 2 35.96% Reduced
391
Waverton Investment Management
Waverton Investment Management
United Kingdom
$186M -$35.9K 4 12.88% Reduced
392
KCM
Kames Capital Management
United Kingdom
$184M -$14M 8 5.42% Reduced
393
Sculptor Capital
Sculptor Capital
New York
$183M +$38M 4 0.49% Increased
394
Silvercrest Asset Management
Silvercrest Asset Management
New York
$181M -$21.2M 5 2.63% Reduced
395
PTC
Provident Trust Company
Wisconsin
$178M +$7.27M 2 10.12% Increased
396
Natixis Advisors
Natixis Advisors
Massachusetts
$177M +$3.67M 10 3.31% Increased
397
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$176M +$1.84M 1 1.54% Increased
398
Nomura Holdings
Nomura Holdings
Japan
$176M +$39.7M 13 0.47% Increased
399
Walleye Trading
Walleye Trading
New York
$175M +$85.5M 10 1.59% Increased
400
LPL Financial
LPL Financial
California
$175M +$6.79M 12 0.96% Increased