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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
Marsico Capital Management
Marsico Capital Management
Colorado
$511M -$30.4M 3 20% Reduced
502
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$505M +$4.49M 22 4.1% Increased
503
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$504M -$10.2M 16 6.03% Reduced
504
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$502M -$3.45M 12 4.92% Reduced
505
Nicholas Company
Nicholas Company
Wisconsin
$501M +$5.81M 5 8.86% Increased
506
ACM
Argent Capital Management
Missouri
$493M -$13.3M 5 16.09% Reduced
507
HA
HHLR Advisors
Cayman Islands
$492M -$88.9M 3 9.92% Reduced
508
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$490M -$18.8M 4 24.91% Reduced
509
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$490M +$466M 9 6.42% New
510
GTS Securities
GTS Securities
Florida
$489M -$26M 20 0.83% Reduced
511
SG Americas Securities
SG Americas Securities
New York
$487M +$185M 28 4.54% Increased
512
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$486M +$93K 9 15.19% Increased
513
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$486M +$2.94M 18 10.01% Increased
514
Mirova US
Mirova US
Massachusetts
$484M -$58.6M 1 7.29% Reduced
515
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$479M +$134M 13 11.7% Increased
516
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$474M +$33.6M 16 6.29% Increased
517
DF Dent & Co
DF Dent & Co
Maryland
$471M -$9.47M 6 6.25% Reduced
518
TC
TownSquare Capital
Utah
$471M -$28.2M 11 8.08% Reduced
519
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$465M +$11M 13 7.78% Increased
520
Chilton Investment Company
Chilton Investment Company
Connecticut
$465M -$97.1K 5 13.69% Reduced
521
PWLP
Prio Wealth Limited Partnership
Massachusetts
$459M +$2.94M 7 15.78% Increased
522
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$456M +$36M 15 9.17% Increased
523
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$454M -$70M 9 6.59% Reduced
524
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$451M -$42.8M 11 9.37% Reduced
525
MC
Metropolis Capital
United Kingdom
$449M -$153M 3 16.66% Reduced