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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
Nvidia Corp
Nvidia Corp
California
$922M +$932M 2 80.36% Increased
377
Caption Management
Caption Management
Oklahoma
$920M +$603M 11 8.85% Increased
378
First Pacific Advisors
First Pacific Advisors
California
$920M -$83.4M 3 14.75% Reduced
379
Tidal Investments
Tidal Investments
Wisconsin
$916M +$6.04M 22 7.45% Increased
380
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$912M -$57.4M 5 18.04% Reduced
381
Achmea Investment Management
Achmea Investment Management
Netherlands
$907M +$165M 12 13.21% Increased
382
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$903M +$94M 23 3.94% Increased
383
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$893M +$39.5M 9 15.36% Increased
384
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$889M +$28M 6 8.95% Increased
385
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$886M +$69M 21 7.12% Increased
386
John W. Bristol & Co
John W. Bristol & Co
New York
$884M -$40.1M 5 15.1% Reduced
387
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$884M +$14.8M 11 7.83% Increased
388
GGHC
Gilder Gagnon Howe & Co
New York
$882M -$64.5M 8 11.52% Reduced
389
Mediolanum International Funds
Mediolanum International Funds
Ireland
$880M -$43.6M 14 12.2% Reduced
390
FAM
Foxhaven Asset Management
Virginia
$880M +$103M 3 26.72% Increased
391
BCP
BSN Capital Partners
United Kingdom
$879M +$483M 2 42.82% Increased
392
Regions Financial Corp
Regions Financial Corp
Alabama
$879M +$57.9M 11 6.55% Increased
393
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$879M -$442K 7 11.24% Reduced
394
MAI Capital Management
MAI Capital Management
Ohio
$876M +$11.3M 29 6.6% Increased
395
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$875M +$13.9M 25 7.16% Increased
396
Quilter Plc
Quilter Plc
United Kingdom
$872M -$10.9M 6 18.1% Reduced
397
Cresset Asset Management
Cresset Asset Management
Illinois
$871M -$68.7M 18 4.34% Reduced
398
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$869M +$96.2M 8 20.24% Increased
399
Lazard Frères Gestion
Lazard Frères Gestion
France
$868M -$291M 7 21.1% Reduced
400
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$867M +$599M 16 17.7% Increased