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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$440M +$26.2M 19 1.7% Increased
377
Mutual of America Capital Management
Mutual of America Capital Management
New York
$434M -$1.6M 14 7.27% Reduced
378
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$432M +$258M 3 11.89% Increased
379
Huntington National Bank
Huntington National Bank
Ohio
$429M +$24.3M 16 8.03% Increased
380
Castle Hook Partners
Castle Hook Partners
New York
$427M +$215M 5 43.36% Increased
381
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$426M -$56M 2 14.91% Reduced
382
Stockbridge Partners
Stockbridge Partners
Massachusetts
$424M +$58.2M 2 16.83% Increased
383
Tocqueville Asset Management
Tocqueville Asset Management
New York
$423M +$1.14M 11 10.51% Increased
384
Mason Street Advisors
Mason Street Advisors
Wisconsin
$423M $0 12 9.72% Maintained
385
Provident Trust Company
Provident Trust Company
Wisconsin
$421M -$5.59M 3 15.96% Reduced
386
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
$420M -$534M 2 15.36% Reduced
387
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$420M +$81M 16 9.75% Increased
388
Martingale Asset Management
Martingale Asset Management
Massachusetts
$419M -$31.7M 8 5.57% Reduced
389
Third Point
Third Point
New York
$419M +$281M 1 6.69% Increased
390
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$413M -$8.42M 6 24.04% Reduced
391
Douglas Lane & Associates
Douglas Lane & Associates
New York
$405M +$5.06M 8 10.65% Increased
392
Evercore Wealth Management
Evercore Wealth Management
New York
$404M -$697K 6 13.31% Reduced
393
Morningstar Investment Services
Morningstar Investment Services
Illinois
$403M +$17.9M 6 7.34% Increased
394
Homestead Advisers
Homestead Advisers
Virginia
$403M -$29.3M 3 11.87% Reduced
395
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$402M -$47.7M 5 12.22% Reduced
396
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$397M +$100M 13 14.12% Increased
397
TT International Asset Management
TT International Asset Management
United Kingdom
$395M +$430M 4 38.79% New
398
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$391M -$18.1M 11 7.94% Reduced
399
Mariner
Mariner
Kansas
$390M +$64.3M 11 4.88% Increased
400
HHLR Advisors
HHLR Advisors
Cayman Islands
$385M $0 1 5.19% Maintained