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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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$692M +$14.9M 7 3.56% Increased
452
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$688M +$24M 13 14.74% Increased
453
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$687M -$23.8M 3 10.75% Reduced
454
Mirova US
Mirova US
Massachusetts
$686M +$130M 1 7.87% Increased
455
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$682M -$226M 3 2.23% Reduced
456
TC
TownSquare Capital
Utah
$679M +$41.4M 14 8.13% Increased
457
Sterling Capital Management
Sterling Capital Management
North Carolina
$678M +$664M 28 8.76% New
458
FCI
Financial Counselors Inc
Kansas
$675M +$16.9M 7 10% Increased
459
Prudential plc
Prudential plc
United Kingdom
$672M +$24.3M 16 3.38% Increased
460
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$672M $0 13 9.55% Maintained
461
Tocqueville Asset Management
Tocqueville Asset Management
New York
$672M -$10.5M 8 10.55% Reduced
462
Wealthfront Advisers
Wealthfront Advisers
California
$671M -$5.15M 15 2.06% Reduced
463
Jones Financial Companies
Jones Financial Companies
Missouri
$670M +$244M 25 0.69% Increased
464
Private Advisor Group
Private Advisor Group
New Jersey
$669M +$2.75M 22 4.16% Increased
465
AE Wealth Management
AE Wealth Management
Kansas
$668M +$60.8M 13 6.06% Increased
466
Perpetual Ltd
Perpetual Ltd
Australia
$668M -$33.6M 8 7.24% Reduced
467
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$664M -$214M 1 5.86% Reduced
468
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$662M -$41M 5 3.51% Reduced
469
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$661M -$192M 3 2.68% Reduced
470
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$651M +$10.6M 8 7.09% Increased
471
Eastern Bank
Eastern Bank
Massachusetts
$646M +$350M 14 11.58% Increased
472
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$642M -$15.2M 8 12.26% Reduced
473
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$635M -$4.06M 10 9.16% Reduced
474
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$635M +$28.6M 7 8.7% Increased
475
Nicholas Company
Nicholas Company
Wisconsin
$632M +$33.7M 7 10.28% Increased