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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
Wolverine Trading
Wolverine Trading
Illinois
$637M +$390M 26 1% Increased
377
ING Group
ING Group
Netherlands
$636M +$439M 10 14.19% Increased
378
PTC
Provident Trust Company
Wisconsin
$633M +$449K 3 16.62% Increased
379
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$631M +$30.2M 12 14.69% Increased
380
Tredje AP-fonden
Tredje AP-fonden
Sweden
$613M +$12.1M 7 15.82% Increased
381
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$613M +$12.7M 10 6.82% Increased
382
Evercore Wealth Management
Evercore Wealth Management
New York
$611M +$13M 7 13.17% Increased
383
Voloridge Investment Management
Voloridge Investment Management
Florida
$610M +$333M 17 5.12% Increased
384
MSA
Mason Street Advisors
Wisconsin
$608M -$11.6M 12 10.31% Reduced
385
TPI
Tesco Pension Investment
United Kingdom
$604M -$13.3M 2 12.21% Reduced
386
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$603M +$420M 4 13.24% Increased
387
DVI
Deccan Value Investors
Connecticut
$603M -$3.52M 2 24.47% Reduced
388
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$598M -$66.8M 6 15.27% Reduced
389
Quilter Plc
Quilter Plc
United Kingdom
$598M +$646K 11 20.47% Increased
390
Martingale Asset Management
Martingale Asset Management
Massachusetts
$592M -$21.1M 11 6.72% Reduced
391
MAMU
Marathon Asset Management (UK)
United Kingdom
$587M -$127M 3 8.25% Reduced
392
Regions Financial Corp
Regions Financial Corp
Alabama
$587M -$2.4M 14 5.66% Reduced
393
SI
Salesforce Inc
California
$586M $0 1 42.94% Maintained
394
TBC
Tweedy, Browne Co
Connecticut
$584M +$180M 3 18.15% Increased
395
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$582M +$137M 12 8.22% Increased
396
Close Asset Management
Close Asset Management
United Kingdom
$574M +$4.83M 8 43.06% Increased
397
Altshuler Shaham
Altshuler Shaham
Israel
$571M +$127M 7 11.4% Increased
398
MIS
Morningstar Investment Services
Illinois
$571M -$45.9M 6 7.93% Reduced
399
Mariner
Mariner
Kansas
$571M -$39.4M 10 4.38% Reduced
400
Mutual of America Capital Management
Mutual of America Capital Management
New York
$569M -$21.2M 13 6.46% Reduced