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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $1.26B | -$23.9M | 7 | 24.6% | Reduced |
|
| 402 |
Wealthfront Advisers
Palo Alto,
California
| $1.26B | +$43.6M | 21 | 2.42% | Increased |
|
| 403 |
Fundsmith LLP
London,
United Kingdom
| $1.26B | -$623M | 3 | 9.21% | Reduced |
|
| 404 |
Andra AP-fonden
Goteborg,
Sweden
| $1.25B | -$163M | 14 | 14.42% | Reduced |
|
| 405 |
Gotham Asset Management
New York
| $1.25B | +$33.9M | 24 | 2.91% | Increased |
|
| 406 |
Great Lakes Advisors
Chicago,
Illinois
| $1.24B | +$250M | 11 | 9.46% | Increased |
|
| 407 |
LGT Group Foundation
Vaduz,
Liechtenstein
| $1.24B | -$400M | 9 | 14.02% | Reduced |
|
| 408 |
Factory Mutual Insurance
Waltham,
Massachusetts
| $1.24B | -$24.7M | 7 | 11.64% | Reduced |
|
| 409 |
Empowered Funds
Havertown,
Pennsylvania
| $1.23B | +$20.8M | 22 | 6.5% | Increased |
|
| 410 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $1.23B | +$80M | 8 | 6.69% | Increased |
|
| 411 |
Bridges Investment Management
Omaha,
Nebraska
| $1.23B | -$33.2M | 7 | 14.92% | Reduced |
|
| 412 |
Trexquant Investment
Stamford,
Connecticut
| $1.22B | +$348M | 24 | 7.2% | Increased |
|
| 413 |
ARK Investment Management
St. Petersburg,
Florida
| $1.22B | +$200M | 9 | 7.92% | Increased |
|
| 414 |
Douglass Winthrop Advisors
New York
| $1.22B | +$16.4M | 6 | 20.97% | Increased |
|
| 415 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.21B | -$3.04M | 14 | 15.17% | Reduced |
|
| 416 |
iA Global Asset Management
Quebec,
Quebec, Canada
| $1.21B | -$44.8M | 7 | 14.38% | Reduced |
|
| 417 |
Walleye Trading
New York
| $1.2B | +$510M | 16 | 1.37% | Increased |
|
| 418 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $1.19B | +$88.2M | 16 | 12.8% | Increased |
|
| 419 |
Vident Advisory
Alpharetta,
Georgia
| $1.19B | -$11.1M | 27 | 8.55% | Reduced |
|
| 420 |
Evelyn Partners
London,
| $1.18B | +$1.24B | 11 | 2.53% | New |
|
| 421 |
BAMCO Inc
New York
| $1.18B | +$380M | 8 | 1.77% | Increased |
|
| 422 |
Nomura Holdings
Tokyo,
Japan
| $1.18B | +$508M | 23 | 1.38% | Increased |
|
| 423 |
Raiffeisen Bank International
Vienna,
Austria
| $1.18B | +$29M | 16 | 13.79% | Increased |
|
| 424 |
HM Payson & Co
Portland,
Maine
| $1.18B | -$3.46M | 19 | 15.58% | Reduced |
|
| 425 |
Congress Asset Management
Boston,
Massachusetts
| $1.17B | +$73.6M | 12 | 7.22% | Increased |
|