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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
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$537M -$17.9M 24 5.35% Reduced
452
Congress Asset Management
Congress Asset Management
Massachusetts
$534M -$12.6M 6 4.64% Reduced
453
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$534M -$30.9M 16 7.85% Reduced
454
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$530M +$58.3M 33 3.27% Increased
455
LFDLE
La Financiere de L'Echiquier
France
$527M -$40.8M 8 26.35% Reduced
456
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$527M +$86.4M 7 5.54% Increased
457
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$524M -$165M 10 4.89% Reduced
458
Banco Santander
Banco Santander
Spain
$520M +$83.6M 11 6.82% Increased
459
Saturna Capital
Saturna Capital
Washington
$517M +$76.6M 5 8.94% Increased
460
CCLA Investment Management
CCLA Investment Management
United Kingdom
$514M -$9.98M 3 9.14% Reduced
461
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$512M +$535K 9 6.35% Increased
462
Gabelli Funds
Gabelli Funds
New York
$507M -$30.9M 12 3.84% Reduced
463
MIM
Meridiem Investment Management
United Kingdom
$506M -$677K 4 13.03% Reduced
464
Erste Asset Management
Erste Asset Management
Austria
$506M -$26.8M 10 8.91% Reduced
465
Munro Partners
Munro Partners
Australia
$505M +$98.4M 3 23.28% Increased
466
FCI
Financial Counselors Inc
Kansas
$505M -$2.66M 6 10.26% Reduced
467
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$503M +$23.2M 20 4.84% Increased
468
LBP AM
LBP AM
France
$501M +$15.7M 12 11.85% Increased
469
SG Americas Securities
SG Americas Securities
New York
$500M -$7.51M 26 3.78% Reduced
470
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$497M -$746M 10 5.19% Reduced
471
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$496M +$20.8M 15 11.74% Increased
472
Kestra Advisory Services
Kestra Advisory Services
Texas
$492M +$13.2M 19 4.93% Increased
473
ROIC
Route One Investment Company
California
$490M $0 3 17.32% Maintained
474
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$490M +$3.21M 7 12.3% Increased
475
Beck Mack & Oliver
Beck Mack & Oliver
New York
$490M -$15.7M 5 12.8% Reduced