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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
451
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$411M +$26.2M 9 9.74% Increased
452
OA
Oak Associates
Ohio
$409M -$22.7M 9 27.32% Reduced
453
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$408M -$3.95M 12 9.58% Reduced
454
Bartlett & Co
Bartlett & Co
Ohio
$408M -$3.78M 12 9.58% Reduced
455
Homestead Advisers
Homestead Advisers
Virginia
$408M -$82.6M 3 11.18% Reduced
456
WPL
WINDACRE PARTNERSHIP LLC
Texas
$407M -$163M 2 12.41% Reduced
457
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$405M -$7.87M 7 6.46% Reduced
458
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$404M +$138M 12 7.91% Increased
459
RE
RBC Europe
United Kingdom
$404M +$4.52M 15 26.89% Increased
460
AC
Athanor Capital
New York
$404M +$63.2M 8 15.36% Increased
461
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$401M -$25M 5 32.21% Reduced
462
Bridgewater Associates
Bridgewater Associates
Connecticut
$399M +$106M 4 4.8% Increased
463
CCLA Investment Management
CCLA Investment Management
United Kingdom
$397M -$51.7M 3 10.76% Reduced
464
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$397M +$17.1M 7 10.93% Increased
465
Oppenheimer & Co
Oppenheimer & Co
New York
$396M -$37.2M 18 9.9% Reduced
466
MML Investors Services
MML Investors Services
Massachusetts
$395M +$13.1M 18 4.95% Increased
467
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$391M +$765K 8 12.72% Increased
468
Fiduciary Trust
Fiduciary Trust
Massachusetts
$390M -$6.1M 9 9.18% Reduced
469
GAM
GuardCap Asset Management
United Kingdom
$389M +$43.7M 2 12.62% Increased
470
Private Advisor Group
Private Advisor Group
New Jersey
$389M +$589K 15 5.05% Increased
471
Bridges Investment Management
Bridges Investment Management
Nebraska
$388M -$3.85M 6 13.13% Reduced
472
Balyasny Asset Management
Balyasny Asset Management
Illinois
$387M +$60.4M 13 2.84% Increased
473
Welch & Forbes
Welch & Forbes
Massachusetts
$387M -$3.11M 9 8.35% Reduced
474
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$387M +$10.6M 9 1.4% Increased
475
OAM
Origin Asset Management
United Kingdom
$384M +$64.3M 4 40.79% Increased