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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
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$489M +$402M 2 19.18% Increased
477
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$482M +$18.8M 29 7.41% Increased
478
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$478M -$24.4M 11 7.64% Reduced
479
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$476M -$8.95M 8 12.31% Reduced
480
DFO
Duquesne Family Office
New York
$475M +$156M 4 17.04% Increased
481
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$471M -$95.6M 9 8.46% Reduced
482
Beck Mack & Oliver
Beck Mack & Oliver
New York
$470M -$18.6M 5 12.31% Reduced
483
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$469M -$23.7M 18 5.03% Reduced
484
Fiduciary Trust
Fiduciary Trust
Massachusetts
$468M -$4.92M 11 8.56% Reduced
485
Wealthfront Advisers
Wealthfront Advisers
California
$468M +$12M 16 2.01% Increased
486
Marsico Capital Management
Marsico Capital Management
Colorado
$467M +$3.85M 3 20% Increased
487
Congress Asset Management
Congress Asset Management
Massachusetts
$465M -$69.2M 6 4.11% Reduced
488
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$464M +$361K 11 8.59% Increased
489
EP Wealth Advisors
EP Wealth Advisors
California
$464M +$311M 10 7.19% Increased
490
Munro Partners
Munro Partners
Australia
$464M -$37.4M 3 23.4% Reduced
491
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$460M -$28.7M 1 14.15% Reduced
492
Mirova US
Mirova US
Massachusetts
$458M +$13.9M 1 7.77% Increased
493
GTS Securities
GTS Securities
Florida
$456M +$257M 19 0.82% Increased
494
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$456M +$7.39M 8 8.2% Increased
495
MRG
Milestone Resources Group
British Virgin Islands
$455M $0 3 22.36% Maintained
496
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$452M +$43.5M 8 11.84% Increased
497
Walleye Trading
Walleye Trading
New York
$451M +$401M 19 1.18% Increased
498
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$449M +$344M 3 15.29% Increased
499
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$447M +$6.57M 13 13.78% Increased
500
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$446M +$120M 17 5.56% Increased