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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
Pathstone Family Office
Pathstone Family Office
New Jersey
$412M +$220M 18 7.86% Increased
452
London Company of Virginia
London Company of Virginia
Virginia
$412M +$8.79M 4 2.61% Increased
453
La Financiere de L'Echiquier
La Financiere de L'Echiquier
France
$406M -$23.2M 9 25.74% Reduced
454
WI
Wafra Inc
New York
$404M -$1.66M 6 16.01% Reduced
455
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$401M $0 4 12.96% Maintained
456
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$396M +$30.3M 16 9.03% Increased
457
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$394M -$2.38B 13 11.53% Reduced
458
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$390M +$16.8M 10 9.01% Increased
459
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$389M -$1.41M 18 9.53% Reduced
460
DF Dent & Co
DF Dent & Co
Maryland
$386M +$19.5M 6 5.97% Increased
461
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$385M -$3.05M 8 10.64% Reduced
462
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$384M -$6.27M 3 16.9% Reduced
463
Himalaya Capital Management
Himalaya Capital Management
Washington
$383M $0 2 21.99% Maintained
464
Rafferty Asset Management
Rafferty Asset Management
New York
$381M +$112M 18 4.06% Increased
465
SCM
Silvant Capital Management
Georgia
$378M +$329M 9 25.74% Increased
466
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$378M +$4.51M 7 14.78% Increased
467
IFP Advisors
IFP Advisors
Florida
$377M +$9.48M 37 9.83% Increased
468
Gofen & Glossberg
Gofen & Glossberg
Illinois
$376M +$1.3M 8 10.61% Increased
469
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$374M +$7.11M 3 9.14% Increased
470
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$372M +$21.7M 8 6.08% Increased
471
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$370M -$69.3M 3 51.98% Reduced
472
MUFG Americas
MUFG Americas
New York
$370M +$840K 17 9.16% Increased
473
Fiduciary Trust
Fiduciary Trust
Massachusetts
$368M +$84.7K 10 7.96% Increased
474
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$367M +$37.1M 4 6.14% Increased
475
Meitav Investment House
Meitav Investment House
Israel
$366M -$16.7M 10 6.45% Reduced