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 |
Abeille Asset Management
France
| $590M | +$556M | 4 | 16.85% | Increased |
|
| 427 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
| $589M | -$10.9M | 3 | 19.03% | Reduced |
|
| 428 |
MAI Capital Management
Independence,
Ohio
| $585M | +$23.5M | 11 | 9.87% | Increased |
|
| 429 |
Norinchukin Bank
Tokyo,
Japan
| $581M | +$34.6M | 10 | 7.75% | Increased |
|
| 430 |
RE
RBC Europe
London,
United Kingdom
| $579M | +$27.9M | 12 | 23.56% | Increased |
|
| 431 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $575M | +$19M | 3 | 1.88% | Increased |
|
| 432 |
AGF Investments Inc
Toronto,
Ontario, Canada
| $574M | -$34.3M | 5 | 4.31% | Reduced |
|
| 433 |
SAM
Shell Asset Management
The Hague,
Netherlands
| $572M | -$46.6M | 19 | 13.49% | Reduced |
|
| 434 |
Haverford Trust Company
Radnor,
Pennsylvania
| $569M | -$2.1M | 7 | 6.58% | Reduced |
|
| 435 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $567M | -$23.6M | 14 | 9.05% | Reduced |
|
| 436 |
Oppenheimer Asset Management
New York
| $567M | -$8.24M | 16 | 8.05% | Reduced |
|
| 437 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $566M | -$39.2M | 11 | 14.73% | Reduced |
|
| 438 |
London Company of Virginia
Richmond,
Virginia
| $566M | +$8.64M | 3 | 2.99% | Increased |
|
| 439 |
Munro Partners
Melbourne,
Australia
| $566M | -$235M | 3 | 20.29% | Reduced |
|
| 440 |
Pendal Group
Sydney,
Australia
| $564M | +$142M | 8 | 4.64% | Increased |
|
| 441 |
WI
Wafra Inc
New York
| $559M | -$506K | 5 | 19.31% | Reduced |
|
| 442 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
| $558M | -$10.5M | 6 | 24.22% | Reduced |
|
| 443 |
AssetMark Inc
Concord,
California
| $558M | +$8.69M | 18 | 2.33% | Increased |
|
| 444 |
Ossiam
Paris,
France
| $554M | +$167M | 11 | 14.49% | Increased |
|
| 445 |
IEQ Capital
Foster City,
California
| $550M | +$44.5M | 17 | 13.11% | Increased |
|
| 446 |
Waverton Investment Management
London,
United Kingdom
| $548M | +$81.8M | 4 | 18.48% | Increased |
|
| 447 |
Bradley Foster & Sargent
Hartford,
Connecticut
| $546M | -$17.6M | 8 | 11.67% | Reduced |
|
| 448 |
Kovitz Investment Group Partners
Chicago,
Illinois
| $544M | +$56.1M | 11 | 10.36% | Increased |
|
| 449 |
Banco Santander
Madrid,
Spain
| $544M | +$53.9M | 12 | 5.83% | Increased |
|
| 450 |
C
Consulta
London,
United Kingdom
| $539M | +$88.1M | 2 | 27.05% | Increased |
|