← All themes

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
426
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$318M +$564K 2 10.15% Increased
427
Ariel Investments
Ariel Investments
Illinois
$317M -$41.5M 2 3.98% Reduced
428
Close Asset Management
Close Asset Management
United Kingdom
$313M +$22M 9 24.39% Increased
429
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$310M +$77.5M 9 5.91% Increased
430
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$307M -$117M 6 7.49% Reduced
431
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$302M -$3.02M 7 5.41% Reduced
432
LSCM
Light Street Capital Management
California
$301M -$132M 4 16.29% Reduced
433
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$301M +$14.5M 20 4.43% Increased
434
Mariner
Mariner
Kansas
$299M +$17.2M 12 3.57% Increased
435
Achmea Investment Management
Achmea Investment Management
Netherlands
$298M -$6.07M 14 11.37% Reduced
436
TAM
Tiverton Asset Management
Delaware
$295M +$15.1M 14 10.53% Increased
437
TIAA FSB
TIAA FSB
Florida
$295M -$5.04M 9 1.63% Reduced
438
SAM
Securian Asset Management
Minnesota
$294M +$1.71M 11 6.82% Increased
439
Country Trust Bank
Country Trust Bank
Illinois
$292M +$4.45M 10 12.7% Increased
440
Congress Asset Management
Congress Asset Management
Massachusetts
$291M +$6.65M 6 3.7% Increased
441
Truist Financial
Truist Financial
North Carolina
$291M +$2.97M 13 5.04% Increased
442
Gotham Asset Management
Gotham Asset Management
New York
$290M -$40M 11 4.64% Reduced
443
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$289M +$1.34M 4 7.82% Increased
444
Voleon Capital Management
Voleon Capital Management
California
$284M +$68.8M 8 16.28% Increased
445
Beck Mack & Oliver
Beck Mack & Oliver
New York
$284M -$3.25M 6 10% Reduced
446
HM Payson & Co
HM Payson & Co
Maine
$283M -$1.86M 16 10.16% Reduced
447
Profund Advisors
Profund Advisors
Maryland
$283M +$27.2M 13 13.41% Increased
448
DCM
Dupont Capital Management
Delaware
$283M -$42M 11 6.45% Reduced
449
FFA
First Foundation Advisors
California
$282M +$26.2M 7 15.81% Increased
450
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$282M -$119M 6 3.01% Reduced