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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
$929M -$7.29M 14 10% Reduced
377
IEQ Capital
IEQ Capital
California
$926M +$17.5M 20 13.31% Increased
378
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$920M -$32.7M 5 9.48% Reduced
379
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$917M +$43.7M 7 16.09% Increased
380
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$912M +$346M 13 7.4% Increased
381
Evercore Wealth Management
Evercore Wealth Management
New York
$910M -$7.89M 8 14.27% Reduced
382
Clal Insurance
Clal Insurance
Israel
$907M +$30.1M 4 10.21% Increased
383
Stockbridge Partners
Stockbridge Partners
Massachusetts
$897M +$63.3M 2 18.48% Increased
384
Findlay Park Partners
Findlay Park Partners
United Kingdom
$895M -$15.2M 2 8.21% Reduced
385
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$894M +$40.1M 7 11.37% Increased
386
Regions Financial Corp
Regions Financial Corp
Alabama
$891M -$29.3M 11 6.76% Reduced
387
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$887M +$167M 22 6.64% Increased
388
Quilter Plc
Quilter Plc
United Kingdom
$882M +$249M 5 20.87% Increased
389
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$879M +$227M 11 22.4% Increased
390
MCMC
Matrix Capital Management Company
New Hampshire
$878M -$410M 2 8.16% Reduced
391
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$877M -$252M 3 3.58% Reduced
392
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$876M +$44.1M 12 17.92% Increased
393
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$868M -$4.92M 3 17.7% Reduced
394
Silvercrest Asset Management
Silvercrest Asset Management
New York
$856M +$666K 11 5.79% Increased
395
Manning & Napier Group
Manning & Napier Group
New York
$852M -$30.5M 5 9.72% Reduced
396
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$851M +$2.65M 15 13.09% Increased
397
Mediolanum International Funds
Mediolanum International Funds
Ireland
$849M +$809M 9 13.8% New
398
Himalaya Capital Management
Himalaya Capital Management
Washington
$847M $0 2 37.49% Maintained
399
Artemis Investment Management
Artemis Investment Management
United Kingdom
$844M -$173M 6 10.64% Reduced
400
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$842M +$84.2M 8 10.39% Increased