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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
501
Brighton Jones LLC
Brighton Jones LLC
Washington
$239M +$21.3M 9 27.89% Increased
502
Tredje AP-fonden
Tredje AP-fonden
Sweden
$234M -$1.35M 11 11.17% Reduced
503
BTP
Bloom Tree Partners
New York
$232M +$34M 4 22.1% Increased
504
Confluence Investment Management
Confluence Investment Management
Missouri
$231M -$1.02M 7 3.6% Reduced
505
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$231M -$569K 8 10.14% Reduced
506
MUFG Americas
MUFG Americas
New York
$231M +$1.03M 12 6.41% Increased
507
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$230M -$4.83M 5 12.28% Reduced
508
Bridges Investment Management
Bridges Investment Management
Nebraska
$230M +$2.74M 8 8.78% Increased
509
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$229M -$26.8M 18 5.08% Reduced
510
Meag Munich Ergo
Meag Munich Ergo
Germany
$228M +$81.3M 12 11.76% Increased
511
SVB Wealth
SVB Wealth
Massachusetts
$227M -$8.74M 8 4.53% Reduced
512
BAM
Brilliance Asset Management
Hong Kong
$227M +$97.8M 1 55.67% Increased
513
Eagle Asset Management
Eagle Asset Management
Florida
$227M -$39.7M 9 1.17% Reduced
514
Fullerton Fund Management
Fullerton Fund Management
Singapore
$227M +$29.1M 3 69.07% Increased
515
People's United Financial
People's United Financial
Connecticut
$226M -$19.6M 12 6.44% Reduced
516
WMC
Westwood Management Corporation
Illinois
$226M -$1.59M 5 29.96% Reduced
517
Personal Capital Advisors
Personal Capital Advisors
California
$226M +$17.9M 10 2.16% Increased
518
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$226M -$640K 8 4.5% Reduced
519
WPL
WINDACRE PARTNERSHIP LLC
Texas
$224M +$217M 1 11.22% New
520
Southeastern Asset Management
Southeastern Asset Management
Tennessee
$223M -$23.7M 1 3.88% Reduced
521
Clal Insurance
Clal Insurance
Israel
$221M -$3.3M 4 5.38% Reduced
522
RBC Europe
RBC Europe
United Kingdom
$220M +$8.43M 14 21.79% Increased
523
RIM
Redpoint Investment Management
Australia
$220M -$1.68M 12 11.64% Reduced
524
Sound Shore Management
Sound Shore Management
Connecticut
$220M -$7.99M 2 4.56% Reduced
525
NM
NWI Management
New York
$219M +$83.9M 4 13.67% Increased