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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
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$720M +$150M 7 9.95% Increased
452
Rakuten Investment Management
Rakuten Investment Management
Japan
$720M +$803M 16 3.29% New
453
EP Wealth Advisors
EP Wealth Advisors
California
$707M +$30.3M 13 5.65% Increased
454
GF Fund Management
GF Fund Management
China
$707M +$17.2M 10 16.59% Increased
455
Congress Asset Management
Congress Asset Management
Massachusetts
$707M -$21.2M 7 5.29% Reduced
456
Cannell & Spears
Cannell & Spears
New York
$706M +$9.33M 7 15.19% Increased
457
NEOS Investment Management
NEOS Investment Management
Connecticut
$704M +$191M 10 13.36% Increased
458
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$701M -$13.9M 7 11.99% Reduced
459
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$700M -$30M 10 2.18% Reduced
460
Bahl & Gaynor
Bahl & Gaynor
Ohio
$697M +$25M 7 3.55% Increased
461
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$695M +$63.7M 14 5.35% Increased
462
Yacktman Asset Management
Yacktman Asset Management
Texas
$687M -$68.8M 3 9.03% Reduced
463
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$686M +$143M 15 9.64% Increased
464
AE Wealth Management
AE Wealth Management
Kansas
$685M +$19.6M 18 5.76% Increased
465
MIM
Meridiem Investment Management
United Kingdom
$681M -$15.9M 4 12.45% Reduced
466
Maverick Capital
Maverick Capital
Texas
$678M -$21.3M 8 11.98% Reduced
467
Sanctuary Advisors
Sanctuary Advisors
Indiana
$675M -$55.7M 18 4.74% Reduced
468
Capital International Inc
Capital International Inc
California
$673M +$42.3M 7 8.17% Increased
469
EQF
Evergreen Quality Fund
Cayman Islands
$670M +$349M 2 25.03% Increased
470
FFM
Fisher Funds Management
New Zealand
$661M +$61.1M 6 16.04% Increased
471
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$653M +$7.03M 10 21.76% Increased
472
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$652M -$71.4M 8 10.02% Reduced
473
Private Advisor Group
Private Advisor Group
New Jersey
$650M -$27.3M 21 3.93% Reduced
474
TC
TownSquare Capital
Utah
$649M +$19.5M 19 6.92% Increased
475
FCI
Financial Counselors Inc
Kansas
$644M +$13.7M 8 9.77% Increased