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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
401
Czech National Bank
Czech National Bank
Czech Republic
$535M +$1.63M 10 13.21% Increased
402
AE Wealth Management
AE Wealth Management
Kansas
$534M +$33.1M 20 3.44% Increased
403
Bahl & Gaynor
Bahl & Gaynor
Ohio
$533M -$28M 8 2.87% Reduced
404
Bartlett & Co
Bartlett & Co
Ohio
$532M +$4.73M 14 10.28% Increased
405
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$532M +$4.72M 14 10.28% Increased
406
Cetera Advisor Networks
Cetera Advisor Networks
California
$529M +$22.9M 24 3.9% Increased
407
Whittier Trust
Whittier Trust
California
$529M +$9.99M 25 9.62% Increased
408
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$528M -$6.82M 4 26.65% Reduced
409
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$528M +$758K 6 13.69% Increased
410
CM
Cercano Management
Washington
$524M -$53.2M 6 20.94% Reduced
411
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$524M +$7.15M 9 8.21% Increased
412
Mercer Global Advisors
Mercer Global Advisors
Colorado
$522M -$27.7M 20 2.37% Reduced
413
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$520M -$20.3M 11 5.61% Reduced
414
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$517M +$473M 11 10.68% New
415
Great Lakes Advisors
Great Lakes Advisors
Illinois
$517M +$290M 13 4.7% Increased
416
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$514M +$292M 6 9.77% Increased
417
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$512M -$85.3M 22 2.2% Reduced
418
Appaloosa LP
Appaloosa LP
New Jersey
$511M +$65.8M 4 27.01% Increased
419
Hyperion Asset Management
Hyperion Asset Management
Australia
$511M +$3.18M 3 26.58% Increased
420
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$509M +$67M 4 13.66% Increased
421
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$509M -$9.52M 13 6.3% Reduced
422
Welch & Forbes
Welch & Forbes
Massachusetts
$502M -$332K 8 8.5% Reduced
423
HM Payson & Co
HM Payson & Co
Maine
$502M -$121K 18 12.03% Reduced
424
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$501M +$30.7M 17 9.02% Increased
425
FFA
First Foundation Advisors
California
$498M -$3.28M 6 22.88% Reduced