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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
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$444M -$154M 4 25.94% Reduced
502
Capital International Inc
Capital International Inc
California
$444M +$1.94M 9 8.51% Increased
503
PointState Capital
PointState Capital
New York
$444M +$328M 3 7.58% Increased
504
Capital Wealth Planning
Capital Wealth Planning
Florida
$442M +$15.3M 4 5.43% Increased
505
Private Advisor Group
Private Advisor Group
New Jersey
$441M +$13.1M 21 3.94% Increased
506
Oppenheimer & Co
Oppenheimer & Co
New York
$440M +$7.06M 19 9.08% Increased
507
ACM
Argent Capital Management
Missouri
$439M -$24.3M 5 15.63% Reduced
508
Lido Advisors
Lido Advisors
California
$439M -$383K 13 3.34% Reduced
509
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$437M -$10.1M 6 17.51% Reduced
510
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$436M -$4M 13 4.74% Reduced
511
TC
TownSquare Capital
Utah
$435M -$9.2M 11 7.93% Reduced
512
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$434M +$9.49M 22 3.75% Increased
513
Nicholas Company
Nicholas Company
Wisconsin
$434M -$5.96M 6 8.68% Reduced
514
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$431M -$205K 12 9.5% Reduced
515
Meitav Investment House
Meitav Investment House
Israel
$430M +$63M 9 6.97% Increased
516
Colony Group
Colony Group
Massachusetts
$429M -$2.06M 10 6.44% Reduced
517
Moore Capital Management
Moore Capital Management
New York
$428M -$43.1M 7 7.99% Reduced
518
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$425M +$38.2M 21 12.71% Increased
519
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$423M -$2.03M 10 14.69% Reduced
520
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$419M +$1.51M 19 9.63% Increased
521
DF Dent & Co
DF Dent & Co
Maryland
$419M -$3.81M 5 6.13% Reduced
522
Voloridge Investment Management
Voloridge Investment Management
Florida
$411M +$44.4M 16 2.03% Increased
523
PWLP
Prio Wealth Limited Partnership
Massachusetts
$403M -$10.6M 8 15.51% Reduced
524
TA
Trivest Advisors
Hong Kong
$402M -$461M 6 29.64% Reduced
525
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$402M -$39.8M 8 9.16% Reduced