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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
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$486M -$52.2M 10 6.99% Reduced
477
Fiduciary Trust
Fiduciary Trust
Massachusetts
$482M -$275K 11 8.5% Reduced
478
Mirova US
Mirova US
Massachusetts
$480M -$34.5M 1 7.99% Reduced
479
Atreides Management
Atreides Management
Massachusetts
$479M +$19.2M 3 12.3% Increased
480
NewEdge Advisors
NewEdge Advisors
Louisiana
$476M +$7.62M 26 5.38% Increased
481
Marsico Capital Management
Marsico Capital Management
Colorado
$475M +$94.2M 3 18.94% Increased
482
Moore Capital Management
Moore Capital Management
New York
$474M +$30M 8 8.17% Increased
483
Argent Capital Management
Argent Capital Management
Missouri
$474M +$48.3M 5 15.36% Increased
484
Norinchukin Bank
Norinchukin Bank
Japan
$472M +$58.7M 10 7.92% Increased
485
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$469M +$317K 29 7.04% Increased
486
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$468M -$146M 1 13.61% Reduced
487
EP Wealth Advisors
EP Wealth Advisors
California
$468M -$7.45M 12 6.74% Reduced
488
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$467M -$5.05M 8 9.5% Reduced
489
DVI
Deccan Value Investors
Connecticut
$467M -$22.7M 2 42.71% Reduced
490
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$467M +$1.41M 10 8.31% Increased
491
Wealthfront Advisers
Wealthfront Advisers
California
$465M +$29.2M 16 1.97% Increased
492
Capital Wealth Planning
Capital Wealth Planning
Florida
$460M -$87.5M 4 5.68% Reduced
493
Great Lakes Advisors
Great Lakes Advisors
Illinois
$460M -$140M 10 4.6% Reduced
494
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$457M +$78.5M 6 17.22% Increased
495
MRG
Milestone Resources Group
British Virgin Islands
$457M +$6.08M 3 22.31% Increased
496
TC
TownSquare Capital
Utah
$454M +$42.3M 12 8.27% Increased
497
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$452M +$14M 14 4.77% Increased
498
Capital International Inc
Capital International Inc
California
$452M +$22M 9 8.21% Increased
499
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$448M +$13.3M 13 13.2% Increased
500
Securian Asset Management
Securian Asset Management
Minnesota
$448M -$6.15M 12 11.51% Reduced