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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
426
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$585M -$35.8M 10 6.12% Reduced
427
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$580M +$300M 6 21.2% Increased
428
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$575M -$147M 15 14.28% Reduced
429
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$575M +$530M 10 15.24% New
430
TIAA FSB
TIAA FSB
Florida
$571M -$9.49M 8 2.07% Reduced
431
Hyperion Asset Management
Hyperion Asset Management
Australia
$567M -$47.8M 3 25.52% Reduced
432
Tocqueville Asset Management
Tocqueville Asset Management
New York
$565M +$5.66M 10 10.11% Increased
433
FFA
First Foundation Advisors
California
$563M -$25M 6 24.34% Reduced
434
Railway Pension Investments
Railway Pension Investments
United Kingdom
$562M -$7.28M 7 5.6% Reduced
435
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$561M -$3.51M 7 13.18% Reduced
436
Bahl & Gaynor
Bahl & Gaynor
Ohio
$560M -$64M 8 3.41% Reduced
437
MAI Capital Management
MAI Capital Management
Ohio
$557M -$5.23M 15 8.2% Reduced
438
Clal Insurance
Clal Insurance
Israel
$557M -$23.1M 5 6.65% Reduced
439
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$556M +$103M 6 5.39% Increased
440
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$550M +$70.3M 9 8.07% Increased
441
Connectus Wealth
Connectus Wealth
Ohio
$549M +$113M 8 12.64% Increased
442
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$547M +$28.1M 8 11.51% Increased
443
London Company of Virginia
London Company of Virginia
Virginia
$546M -$11.6M 3 3.09% Reduced
444
HA
HHLR Advisors
Cayman Islands
$546M +$106M 4 11.62% Increased
445
WI
Wafra Inc
New York
$543M +$27.5M 7 17.79% Increased
446
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$542M +$4.38M 7 26.58% Increased
447
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$540M +$122M 9 9.15% Increased
448
ARK Investment Management
ARK Investment Management
Florida
$540M +$55.9M 7 3.57% Increased
449
Douglas Lane & Associates
Douglas Lane & Associates
New York
$539M -$21.5M 9 8.7% Reduced
450
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$538M +$17M 12 19.41% Increased