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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
TC
TownSquare Capital
Utah
$724M -$12.6M 15 8.18% Reduced
477
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$718M -$18.5M 14 15.26% Reduced
478
Nicholas Company
Nicholas Company
Wisconsin
$718M +$36.8M 7 11.63% Increased
479
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$718M -$60.3M 3 12.19% Reduced
480
Marsico Capital Management
Marsico Capital Management
Colorado
$713M +$77.2M 3 19.38% Increased
481
Artemis Investment Management
Artemis Investment Management
United Kingdom
$712M -$65.3M 5 10.14% Reduced
482
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$707M -$205M 3 18.85% Reduced
483
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$704M -$14.9M 3 2.4% Reduced
484
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$703M +$9.7M 8 13.18% Increased
485
FFM
Fisher Funds Management
New Zealand
$702M +$674M 6 16.93% New
486
Prudential plc
Prudential plc
United Kingdom
$695M -$17.9M 17 3.5% Reduced
487
Woodline Partners
Woodline Partners
California
$693M +$443M 16 4.68% Increased
488
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$690M +$42.8M 1 5.18% Increased
489
Sterling Capital Management
Sterling Capital Management
North Carolina
$689M -$19.3M 27 9.44% Reduced
490
GAM
GuardCap Asset Management
United Kingdom
$689M -$336M 3 11.13% Reduced
491
Eastern Bank
Eastern Bank
Massachusetts
$685M -$1.29M 15 12.72% Reduced
492
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$679M +$10.1M 14 5.73% Increased
493
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$675M -$4.21M 11 9.79% Reduced
494
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$673M +$19.1M 12 5.47% Increased
495
Fiduciary Trust
Fiduciary Trust
Massachusetts
$672M +$6.45M 8 8.87% Increased
496
Ethic Inc
Ethic Inc
New York
$671M +$90.3M 20 13.55% Increased
497
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$671M +$477K 14 12.34% Increased
498
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$663M +$99.5M 18 9.51% Increased
499
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$661M +$5.05M 7 8.92% Increased
500
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$659M -$121M 5 6.58% Reduced