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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
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$808M +$22M 28 8.52% Increased
427
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$804M -$232K 8 2.48% Reduced
428
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$803M -$150M 3 16.97% Reduced
429
Erste Asset Management
Erste Asset Management
Austria
$802M -$152K 13 10.62% Reduced
430
Congress Asset Management
Congress Asset Management
Massachusetts
$798M +$129M 7 5.72% Increased
431
MIM
Meridiem Investment Management
United Kingdom
$794M +$26.4M 4 14.91% Increased
432
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$789M +$4.2M 7 14.21% Increased
433
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$788M -$26.3M 4 18.61% Reduced
434
CAM
Contour Asset Management
New York
$788M -$23.2M 6 26.61% Reduced
435
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$780M -$36.5M 3 12.15% Reduced
436
MIS
Morningstar Investment Services
Illinois
$780M -$28.1M 7 8.47% Reduced
437
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$774M +$78.8M 22 14.73% Increased
438
Troy Asset Management
Troy Asset Management
United Kingdom
$774M -$15.5M 2 25.13% Reduced
439
Lido Advisors
Lido Advisors
California
$773M +$65.1M 15 4.3% Increased
440
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$769M -$124M 5 4.79% Reduced
441
Close Asset Management
Close Asset Management
United Kingdom
$762M +$65.7M 11 25.92% Increased
442
Banco Santander
Banco Santander
Spain
$760M -$30.1M 10 9.42% Reduced
443
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$759M -$14.7M 1 6.99% Reduced
444
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$754M +$71.9M 17 7.79% Increased
445
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$751M +$17.5M 7 7.92% Increased
446
BAMCO Inc
BAMCO Inc
New York
$746M +$7.54M 8 2.14% Increased
447
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$739M -$316M 4 2.58% Reduced
448
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$735M +$203M 41 12.4% Increased
449
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$729M +$98.3M 13 9.32% Increased
450
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$729M +$691M 12 13.32% New