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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
GCM
Gladstone Capital Management
United Kingdom
$570M +$112M 4 30.87% Increased
377
H&H International Investment
H&H International Investment
California
$569M +$122M 2 9.24% Increased
378
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$569M -$18.7M 18 7.9% Reduced
379
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$564M +$54.1M 11 16.33% Increased
380
Quilter Plc
Quilter Plc
United Kingdom
$563M -$7.9M 10 22.28% Reduced
381
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$557M +$3.29M 10 7.56% Increased
382
LCP
LGT Capital Partners
Switzerland
$553M +$87.1M 5 23.19% Increased
383
CFM
Coronation Fund Managers
South Africa
$551M -$106M 5 19.99% Reduced
384
Tredje AP-fonden
Tredje AP-fonden
Sweden
$551M +$62.7M 7 17.86% Increased
385
TPI
Tesco Pension Investment
United Kingdom
$550M -$232M 2 12.72% Reduced
386
Regions Financial Corp
Regions Financial Corp
Alabama
$549M -$20.1M 13 5.99% Reduced
387
Evercore Wealth Management
Evercore Wealth Management
New York
$549M -$3.78M 6 13.44% Reduced
388
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$548M -$51.5M 6 20.53% Reduced
389
MIS
Morningstar Investment Services
Illinois
$548M +$11.2M 5 8.5% Increased
390
Mutual of America Capital Management
Mutual of America Capital Management
New York
$546M -$20.2M 14 7.3% Reduced
391
TCM
Tybourne Capital Management
Hong Kong
$545M +$378M 3 13.41% Increased
392
CAM
ClariVest Asset Management
California
$542M -$188M 9 17.75% Reduced
393
DVI
Deccan Value Investors
Connecticut
$537M +$53.1M 2 24.42% Increased
394
NM
NWI Management
New York
$535M -$76M 4 46.51% Reduced
395
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$532M -$460M 4 17.04% Reduced
396
PTC
Provident Trust Company
Wisconsin
$530M -$2.22M 3 16.04% Reduced
397
Moore Capital Management
Moore Capital Management
New York
$530M +$28.5M 7 10.11% Increased
398
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$529M -$6.5M 14 13.19% Reduced
399
AP
Altarock Partners
Florida
$529M +$978K 1 24.95% Increased
400
Pacer Advisors
Pacer Advisors
Pennsylvania
$528M -$81.7M 11 11.24% Reduced