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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
Kestra Advisory Services
Kestra Advisory Services
Texas
$403M -$96.7M 20 4.37% Reduced
477
Pzena Investment Management
Pzena Investment Management
New York
$402M -$257M 3 1.74% Reduced
478
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$401M -$77.9M 14 10.63% Reduced
479
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$401M +$27M 18 3.9% Increased
480
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$400M +$358M 9 8.92% New
481
Capital Wealth Planning
Capital Wealth Planning
Florida
$399M +$24.1M 4 5.4% Increased
482
Antipodes Partners
Antipodes Partners
Australia
$398M +$17.6M 3 13.78% Increased
483
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$397M -$10.6M 9 6.89% Reduced
484
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$396M +$17.6M 7 5.43% Increased
485
Oppenheimer & Co
Oppenheimer & Co
New York
$395M +$9.45M 17 8.38% Increased
486
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$395M +$11.4M 29 6.32% Increased
487
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$394M +$56M 1 10.12% Increased
488
NewEdge Advisors
NewEdge Advisors
Louisiana
$391M +$13.6M 25 4.89% Increased
489
DFO
Duquesne Family Office
New York
$390M +$353M 4 16.89% New
490
Achmea Investment Management
Achmea Investment Management
Netherlands
$389M +$40.2M 13 11.29% Increased
491
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$389M +$7.14M 11 7.4% Increased
492
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$388M +$10.6M 31 2.62% Increased
493
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$388M -$12.1M 13 8.53% Reduced
494
Brookfield Corp
Brookfield Corp
Ontario, Canada
$387M +$48.1M 13 1.49% Increased
495
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$386M +$44.9M 11 13.14% Increased
496
Nicholas Company
Nicholas Company
Wisconsin
$384M +$987K 6 7.79% Increased
497
SAM
Securian Asset Management
Minnesota
$382M +$859K 12 10.19% Increased
498
Moore Capital Management
Moore Capital Management
New York
$381M +$328M 8 8.03% Increased
499
AKO Capital
AKO Capital
United Kingdom
$379M -$188M 1 5.77% Reduced
500
MC
Maplelane Capital
New York
$379M +$278M 3 17.47% Increased