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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
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$629M +$3.89M 14 5.18% Increased
477
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$628M -$9.39M 15 11.56% Reduced
478
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$628M -$3.02M 8 12.61% Reduced
479
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$628M -$455K 14 11.76% Reduced
480
Fiduciary Trust
Fiduciary Trust
Massachusetts
$626M +$8.92M 8 8.74% Increased
481
FFA
First Foundation Advisors
California
$624M -$17M 6 23.51% Reduced
482
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$623M +$200M 15 3.79% Increased
483
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$620M +$1.14M 12 5.12% Increased
484
Groupama Asset Management
Groupama Asset Management
France
$618M +$101M 12 16.04% Increased
485
Verition Fund Management
Verition Fund Management
Connecticut
$617M -$984M 27 3.11% Reduced
486
Oppenheimer & Co
Oppenheimer & Co
New York
$615M -$13.9M 15 9.38% Reduced
487
Capital International Inc
Capital International Inc
California
$613M -$826K 7 7.73% Reduced
488
Beck Mack & Oliver
Beck Mack & Oliver
New York
$612M -$6.31M 5 11.9% Reduced
489
Great Lakes Advisors
Great Lakes Advisors
Illinois
$611M -$23.1M 12 5.12% Reduced
490
SpiderRock Advisors
SpiderRock Advisors
Delaware
$609M +$77.5M 11 9.69% Increased
491
Maverick Capital
Maverick Capital
Texas
$606M +$14.3M 7 11.81% Increased
492
Point72 Asset Management
Point72 Asset Management
Connecticut
$604M -$437M 13 1.54% Reduced
493
Advisors Capital Management
Advisors Capital Management
New Jersey
$599M +$13.1M 8 9.74% Increased
494
APG Asset Management
APG Asset Management
Netherlands
$598M -$6.7B 11 3.97% Reduced
495
Douglas Lane & Associates
Douglas Lane & Associates
New York
$596M -$22.3M 9 8.2% Reduced
496
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$592M -$87M 7 12.42% Reduced
497
KCM
Kensico Capital Management
Connecticut
$591M +$99.7M 4 15.69% Increased
498
Railway Pension Investments
Railway Pension Investments
United Kingdom
$590M -$57.8M 9 7.07% Reduced
499
Marsico Capital Management
Marsico Capital Management
Colorado
$589M -$57.4M 3 16.47% Reduced
500
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$580M -$32.8M 15 14.88% Reduced