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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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$831M -$39.4M 13 9.58% Reduced
377
Dorsal Capital Management
Dorsal Capital Management
California
$829M -$22.6M 4 25.56% Reduced
378
Regions Financial Corp
Regions Financial Corp
Alabama
$820M -$6.11M 12 6.75% Reduced
379
Findlay Park Partners
Findlay Park Partners
United Kingdom
$820M -$20.5M 2 8.05% Reduced
380
Evercore Wealth Management
Evercore Wealth Management
New York
$818M -$5.59M 8 13.71% Reduced
381
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$817M -$33.6M 12 18.04% Reduced
382
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$815M -$39.1M 5 15.92% Reduced
383
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$810M +$1.72M 15 10.6% Increased
384
Zacks Investment Management
Zacks Investment Management
Illinois
$809M +$6.58M 10 9.97% Increased
385
Credit Agricole
Credit Agricole
France
$804M +$375M 17 9.18% Increased
386
Cetera Advisor Networks
Cetera Advisor Networks
California
$793M +$21.1M 25 4.41% Increased
387
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$788M -$194M 5 14.09% Reduced
388
Himalaya Capital Management
Himalaya Capital Management
Washington
$784M $0 2 38.09% Maintained
389
QRG Capital Management
QRG Capital Management
Illinois
$782M +$56.3M 15 11.6% Increased
390
Manning & Napier Group
Manning & Napier Group
New York
$778M -$42.3M 6 9.24% Reduced
391
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$775M -$52.1M 3 17.58% Reduced
392
Clal Insurance
Clal Insurance
Israel
$774M -$22.4M 4 10.13% Reduced
393
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$773M +$172M 7 0.39% Increased
394
Pacer Advisors
Pacer Advisors
Pennsylvania
$771M -$37.9M 19 2.18% Reduced
395
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$769M -$1.15M 30 7.2% Reduced
396
Silvercrest Asset Management
Silvercrest Asset Management
New York
$762M -$30M 10 5.39% Reduced
397
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$761M +$2.34M 13 12.35% Increased
398
Bartlett & Co
Bartlett & Co
Ohio
$761M +$2.34M 13 12.35% Increased
399
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$760M +$17.8M 10 10.65% Increased
400
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$759M -$33.5M 15 11.94% Reduced