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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
Lido Advisors
Lido Advisors
California
$448M +$28.4M 13 3.2% Increased
502
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$447M -$37.2M 8 9.31% Reduced
503
Shelton Capital Management
Shelton Capital Management
Colorado
$445M +$4.84M 10 15.96% Increased
504
Oppenheimer & Co
Oppenheimer & Co
New York
$444M -$19.2M 20 8.88% Reduced
505
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$443M -$16.7M 12 9.24% Reduced
506
Private Advisor Group
Private Advisor Group
New Jersey
$440M +$12.6M 20 3.83% Increased
507
Nicholas Company
Nicholas Company
Wisconsin
$440M -$12.1M 6 8.42% Reduced
508
Colony Group
Colony Group
Massachusetts
$440M -$3.77M 10 6.24% Reduced
509
FAM
Foxhaven Asset Management
Virginia
$437M +$35.7M 2 14.32% Increased
510
Pentwater Capital Management
Pentwater Capital Management
Florida
$437M +$22.7M 3 3.02% Increased
511
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$434M -$546M 3 20.95% Reduced
512
Eagle Asset Management
Eagle Asset Management
Florida
$434M -$73.4M 8 2.42% Reduced
513
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$433M +$5.66M 10 14.5% Increased
514
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$433M +$5.03M 22 3.64% Increased
515
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$427M -$14.1M 19 9% Reduced
516
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$425M -$10.6M 5 17.81% Reduced
517
DF Dent & Co
DF Dent & Co
Maryland
$423M -$6.16M 5 5.73% Reduced
518
Cincinnati Insurance
Cincinnati Insurance
Ohio
$421M $0 1 8.01% Maintained
519
OFI Invest Asset Management
OFI Invest Asset Management
France
$418M -$73M 5 16.6% Reduced
520
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$416M -$19.6M 7 13.09% Reduced
521
Riverbridge Partners
Riverbridge Partners
Minnesota
$415M -$11M 5 5.23% Reduced
522
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
$414M -$4.49M 8 14.82% Reduced
523
Pzena Investment Management
Pzena Investment Management
New York
$413M -$47.5M 3 1.76% Reduced
524
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$411M +$7.42M 1 7.41% Increased
525
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$409M +$78.3M 8 19.68% Increased