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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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.16B -$35.3M 14 12.38% Reduced
377
Groupe la Francaise
Groupe la Francaise
France
$1.15B +$220M 10 18.61% Increased
378
Alphinity Investment Management
Alphinity Investment Management
Australia
$1.15B -$350M 2 9.86% Reduced
379
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$1.15B +$47.3M 10 9.21% Increased
380
Bridges Investment Management
Bridges Investment Management
Nebraska
$1.15B +$3.65M 8 15.48% Increased
381
Mediolanum International Funds
Mediolanum International Funds
Ireland
$1.14B +$54M 11 13.7% Increased
382
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.14B -$79.3M 2 15.48% Reduced
383
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.14B +$88.8M 19 2.84% Increased
384
Achmea Investment Management
Achmea Investment Management
Netherlands
$1.13B +$25.8M 12 14.64% Increased
385
BI
BlueSpruce Investments
Illinois
$1.13B -$131M 2 26.36% Reduced
386
Regions Financial Corp
Regions Financial Corp
Alabama
$1.12B +$1.19M 11 7.68% Increased
387
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$1.12B +$24M 8 16.79% Increased
388
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$1.11B +$9.76M 15 17.69% Increased
389
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$1.1B +$22.1M 24 7.86% Increased
390
Lazard Frères Gestion
Lazard Frères Gestion
France
$1.09B +$27.8M 6 22.81% Increased
391
Voyager Global Management
Voyager Global Management
New York
$1.09B -$206M 3 39.17% Reduced
392
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$1.07B +$1.14M 7 12.85% Increased
393
Ossiam
Ossiam
France
$1.07B -$83.8M 15 12.02% Reduced
394
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.06B -$11.9M 8 24.39% Reduced
395
Phoenix Financial
Phoenix Financial
Israel
$1.06B +$4.4M 9 14.03% Increased
396
MAI Capital Management
MAI Capital Management
Ohio
$1.06B -$29.7M 29 7.3% Reduced
397
MG
Meritage Group
California
$1.05B -$3.66M 2 28.9% Reduced
398
INTECH Investment Management
INTECH Investment Management
Florida
$1.05B -$9.75M 24 9.86% Reduced
399
Quilter Plc
Quilter Plc
United Kingdom
$1.05B -$17.3M 6 19.17% Reduced
400
Yousif Capital Management
Yousif Capital Management
Michigan
$1.05B -$10.9M 20 11.31% Reduced