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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
Groupe la Francaise
Groupe la Francaise
France
$1.08B -$388M 12 15.15% Reduced
452
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.08B +$62.6M 7 5.47% Increased
453
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$1.08B +$176M 11 9.27% Increased
454
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.07B -$26.8M 9 2.57% Reduced
455
Third Point
Third Point
New York
$1.07B -$101M 3 14.68% Reduced
456
Phoenix Financial
Phoenix Financial
Israel
$1.06B +$36.3M 11 11.48% Increased
457
CCLA Investment Management
CCLA Investment Management
United Kingdom
$1.06B -$14.8M 3 16.97% Reduced
458
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$1.06B +$252M 15 15.64% Increased
459
OFI Invest Asset Management
OFI Invest Asset Management
France
$1.06B +$341M 13 15.08% Increased
460
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.05B -$71.2M 15 24.54% Reduced
461
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.05B +$73.3M 16 6.33% Increased
462
Nomura Holdings
Nomura Holdings
Japan
$1.04B -$183M 16 1.39% Reduced
463
GF Fund Management
GF Fund Management
China
$1.04B -$22.8M 8 17.85% Reduced
464
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.04B -$84.1M 3 16.24% Reduced
465
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$1.04B -$10.8M 9 15.23% Reduced
466
MG
Meritage Group
California
$1.04B -$26.1M 2 32.21% Reduced
467
Crake Asset Management
Crake Asset Management
United Kingdom
$1.03B +$288M 3 40.17% Increased
468
Gotham Asset Management
Gotham Asset Management
New York
$1.02B +$73.7M 21 3.73% Increased
469
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.02B +$199M 3 25.19% Increased
470
Silvercrest Asset Management
Silvercrest Asset Management
New York
$1.02B -$13.2M 13 6.99% Reduced
471
Cannell & Spears
Cannell & Spears
New York
$1.01B +$6.64M 8 18.88% Increased
472
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.01B -$66.8M 8 6.3% Reduced
473
Great Lakes Advisors
Great Lakes Advisors
Illinois
$999M -$17.1M 11 8.15% Reduced
474
Ethic Inc
Ethic Inc
New York
$995M +$45.5M 20 15.31% Increased
475
Verition Fund Management
Verition Fund Management
Connecticut
$988M +$515M 27 3.88% Increased