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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
Advisors Asset Management
Advisors Asset Management
Colorado
$762M -$54.5M 19 11.5% Reduced
377
Point72 Asset Management
Point72 Asset Management
Connecticut
$753M -$158M 10 3.31% Reduced
378
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$750M -$637M 8 8.44% Reduced
379
Silvercrest Asset Management
Silvercrest Asset Management
New York
$750M -$27.5M 9 5.05% Reduced
380
Private Advisor Group
Private Advisor Group
New Jersey
$748M +$244M 20 4.75% Increased
381
IFM Investors
IFM Investors
Australia
$747M +$128M 14 15.46% Increased
382
Clal Insurance
Clal Insurance
Israel
$744M +$9.35M 6 8.49% Increased
383
Congress Asset Management
Congress Asset Management
Massachusetts
$741M +$50.6M 6 5.79% Increased
384
Mutual of America Capital Management
Mutual of America Capital Management
New York
$741M +$3.6M 14 7.35% Increased
385
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$725M -$33.3M 3 7.37% Reduced
386
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$725M +$12.2M 10 6.94% Increased
387
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$722M -$32.2M 13 8.4% Reduced
388
Quilter Plc
Quilter Plc
United Kingdom
$715M +$3.39M 11 19.94% Increased
389
Mirova US
Mirova US
Massachusetts
$699M +$76.4M 3 16.32% Increased
390
DVI
Deccan Value Investors
Connecticut
$699M -$16.9M 2 27.65% Reduced
391
Daiwa Securities Group
Daiwa Securities Group
Japan
$694M +$95.5M 19 4.56% Increased
392
Regions Financial Corp
Regions Financial Corp
Alabama
$686M -$25.2M 14 5.93% Reduced
393
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$682M -$7.56M 15 13.77% Reduced
394
Marsico Capital Management
Marsico Capital Management
Colorado
$680M -$215M 5 20.83% Reduced
395
Krane Funds Advisors
Krane Funds Advisors
New York
$669M +$424M 7 13.85% Increased
396
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$655M -$3.22M 9 9.16% Reduced
397
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$654M -$34.2M 30 6.79% Reduced
398
Tredje AP-fonden
Tredje AP-fonden
Sweden
$653M -$121M 8 13.63% Reduced
399
Squarepoint
Squarepoint
New York
$651M +$94.7M 24 1.87% Increased
400
London Company of Virginia
London Company of Virginia
Virginia
$648M +$7.62M 3 3.56% Increased