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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
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$775M -$7.08M 7 14.78% Reduced
427
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$774M +$41.5M 18 6.9% Increased
428
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$773M -$967M 19 3.75% Reduced
429
Quantinno Capital Management
Quantinno Capital Management
New York
$766M +$163M 17 9.96% Increased
430
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$764M +$3.56M 7 12.77% Increased
431
MIS
Morningstar Investment Services
Illinois
$762M +$14.4M 7 7.78% Increased
432
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$760M -$17M 7 2.27% Reduced
433
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$760M -$88.3M 12 13.17% Reduced
434
MIM
Meridiem Investment Management
United Kingdom
$756M +$2.27M 4 13.44% Increased
435
Tidal Investments
Tidal Investments
Wisconsin
$755M +$164M 21 7.98% Increased
436
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$749M +$31.6M 7 7.36% Increased
437
EP Wealth Advisors
EP Wealth Advisors
California
$747M +$65M 13 6.42% Increased
438
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$742M +$55.4M 5 12.04% Increased
439
BAMCO Inc
BAMCO Inc
New York
$741M -$22.8M 8 1.97% Reduced
440
Congress Asset Management
Congress Asset Management
Massachusetts
$738M -$1.77M 8 5.03% Reduced
441
Artemis Investment Management
Artemis Investment Management
United Kingdom
$738M -$258M 6 11.24% Reduced
442
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$730M +$13.7M 12 12.68% Increased
443
Banco Santander
Banco Santander
Spain
$726M -$10.3M 9 8.56% Reduced
444
CCLA Investment Management
CCLA Investment Management
United Kingdom
$726M $0 3 11.18% Maintained
445
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$720M +$22.8M 13 7.72% Increased
446
CM
Cercano Management
Washington
$718M -$85M 5 17.16% Reduced
447
Troy Asset Management
Troy Asset Management
United Kingdom
$715M -$11.3M 2 22.52% Reduced
448
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$711M -$696K 13 8.56% Reduced
449
MRG
Milestone Resources Group
British Virgin Islands
$711M +$52.2M 3 24.74% Increased
450
Ossiam
Ossiam
France
$697M +$37.2M 15 13.48% Increased