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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
476
Bridges Investment Management
Bridges Investment Management
Nebraska
$449M +$5.75M 7 13.12% Increased
477
MS
Mizuho Securities
Japan
$448M -$1.8M 10 92.74% Reduced
478
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$446M +$22.7M 12 11.64% Increased
479
Laurion Capital Management
Laurion Capital Management
New York
$446M +$339M 9 2.42% Increased
480
Antipodes Partners
Antipodes Partners
Australia
$442M +$11.2M 3 17.89% Increased
481
DF Dent & Co
DF Dent & Co
Maryland
$441M -$23M 7 5.12% Reduced
482
Private Advisor Group
Private Advisor Group
New Jersey
$440M +$7.55M 19 4.2% Increased
483
Norinchukin Bank
Norinchukin Bank
Japan
$439M -$106M 10 6.05% Reduced
484
OA
Oak Associates
Ohio
$437M -$12.9M 9 25.86% Reduced
485
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$435M +$15.4M 6 30.94% Increased
486
AKO Capital
AKO Capital
United Kingdom
$434M -$9.12M 1 5.37% Reduced
487
Homestead Advisers
Homestead Advisers
Virginia
$434M -$52.3M 3 10.37% Reduced
488
Squarepoint
Squarepoint
New York
$432M -$220M 16 2.53% Reduced
489
MC
Martin Currie
United Kingdom
$430M -$100M 3 16.59% Reduced
490
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$426M +$56.1M 7 28.71% Increased
491
MAI Capital Management
MAI Capital Management
Ohio
$426M +$7.66M 9 9.52% Increased
492
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$426M +$158M 3 13.88% Increased
493
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$424M -$10.1M 8 10.74% Reduced
494
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$421M +$57.2M 28 7.4% Increased
495
Krane Funds Advisors
Krane Funds Advisors
New York
$419M +$122M 6 15.77% Increased
496
Gofen & Glossberg
Gofen & Glossberg
Illinois
$416M +$2.55M 8 10.66% Increased
497
Kestra Advisory Services
Kestra Advisory Services
Texas
$412M -$88.7M 21 5.24% Reduced
498
SH
SeaTown Holdings
Singapore
$409M +$188M 3 22.72% Increased
499
SAM
Securian Asset Management
Minnesota
$408M -$13.2M 11 8.87% Reduced
500
Stockbridge Partners
Stockbridge Partners
Massachusetts
$407M +$1.8M 2 9.92% Increased