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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
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.39B -$67.1M 20 3.54% Reduced
377
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.38B +$222M 4 17.7% Increased
378
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.38B -$27.1M 4 50.78% Reduced
379
ValueAct Holdings
ValueAct Holdings
California
$1.37B -$283M 2 19.56% Reduced
380
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.37B -$146M 7 27.41% Reduced
381
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.37B +$95.1M 27 5.65% Increased
382
Davenport & Co
Davenport & Co
Virginia
$1.37B -$89.8M 15 7.31% Reduced
383
Mediolanum International Funds
Mediolanum International Funds
Ireland
$1.37B -$48.2M 12 13.68% Reduced
384
Banque Transatlantique
Banque Transatlantique
France
$1.36B -$42.9M 9 32.91% Reduced
385
Capital International Inc
Capital International Inc
California
$1.36B +$507K 9 10.67% Increased
386
Close Asset Management
Close Asset Management
United Kingdom
$1.36B +$219M 12 30.05% Increased
387
Epoch Investment Partners
Epoch Investment Partners
New York
$1.35B -$86.3M 7 7.68% Reduced
388
First Pacific Advisors
First Pacific Advisors
California
$1.35B -$190M 3 17.74% Reduced
389
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$1.34B -$1.23B 4 15.3% Reduced
390
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$1.33B +$10.8M 8 16.91% Increased
391
C WorldWide Group
C WorldWide Group
Denmark
$1.32B -$326M 3 23.12% Reduced
392
Vinva Investment Management
Vinva Investment Management
Australia
$1.32B +$442M 14 16.51% Increased
393
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.31B -$44.5M 7 13.32% Reduced
394
MAI Capital Management
MAI Capital Management
Ohio
$1.31B +$62.4M 29 7.53% Increased
395
Carmignac Gestion
Carmignac Gestion
France
$1.31B -$72.7M 5 17.69% Reduced
396
OP Asset Management
OP Asset Management
$1.31B +$121M 16 15.91% Increased
397
Bridges Investment Management
Bridges Investment Management
Nebraska
$1.3B -$88M 8 16.52% Reduced
398
Lazard Frères Gestion
Lazard Frères Gestion
France
$1.3B -$10.1M 7 23.44% Reduced
399
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$1.3B -$2.75M 26 8.06% Reduced
400
Guggenheim Capital
Guggenheim Capital
Illinois
$1.29B -$103M 19 9.24% Reduced