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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
Banco Santander
Banco Santander
Spain
$654M -$1.47M 12 7.72% Reduced
427
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$651M +$12.8M 4 15.88% Increased
428
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$648M +$12.7M 6 14.52% Increased
429
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$647M +$21.1M 7 6.22% Increased
430
LCP
LGT Capital Partners
Switzerland
$644M -$47M 3 19.23% Reduced
431
Achmea Investment Management
Achmea Investment Management
Netherlands
$644M -$46.2M 13 13.29% Reduced
432
BI
BlueSpruce Investments
Illinois
$644M -$348M 1 12.3% Reduced
433
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$639M -$4.74M 9 2.13% Reduced
434
Railway Pension Investments
Railway Pension Investments
United Kingdom
$639M +$677K 7 6.6% Increased
435
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$637M +$21.1M 7 12.39% Increased
436
Troy Asset Management
Troy Asset Management
United Kingdom
$637M -$44.1M 2 20.19% Reduced
437
Erste Asset Management
Erste Asset Management
Austria
$637M -$7.9M 10 9.33% Reduced
438
CAM
Contour Asset Management
New York
$636M +$58.6M 5 26.26% Increased
439
UMB Bank
UMB Bank
Missouri
$635M -$12.1M 21 9.28% Reduced
440
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$626M +$98.5M 4 19.17% Increased
441
Connectus Wealth
Connectus Wealth
Ohio
$624M +$149M 9 12.77% Increased
442
NewEdge Advisors
NewEdge Advisors
Louisiana
$622M +$42.3M 28 5.91% Increased
443
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$619M -$23.4M 14 10.92% Reduced
444
LFDLE
La Financiere de L'Echiquier
France
$611M -$19M 7 28.23% Reduced
445
MAI Capital Management
MAI Capital Management
Ohio
$611M +$579K 14 8.03% Increased
446
MIM
Meridiem Investment Management
United Kingdom
$609M +$30.4M 4 13.13% Increased
447
Tocqueville Asset Management
Tocqueville Asset Management
New York
$609M -$8.4M 7 11.04% Reduced
448
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$608M -$141M 13 5.05% Reduced
449
Kestra Advisory Services
Kestra Advisory Services
Texas
$608M +$40M 20 4.93% Increased
450
Bahl & Gaynor
Bahl & Gaynor
Ohio
$603M -$12.6M 8 3.63% Reduced