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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
Oppenheimer & Co
Oppenheimer & Co
New York
$655M +$5.34M 20 9.78% Increased
502
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$654M -$18.2M 15 12.31% Reduced
503
Mirova US
Mirova US
Massachusetts
$652M -$19.8M 1 7.82% Reduced
504
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$646M -$1.69M 8 13.08% Reduced
505
Walleye Capital
Walleye Capital
New York
$645M +$339M 26 1.58% Increased
506
OFI Invest Asset Management
OFI Invest Asset Management
France
$644M +$656M 10 15.2% New
507
Advisors Capital Management
Advisors Capital Management
New Jersey
$643M +$15.6M 8 10.12% Increased
508
Beck Mack & Oliver
Beck Mack & Oliver
New York
$642M -$5.07M 6 11.89% Reduced
509
FFA
First Foundation Advisors
California
$635M -$6.13M 6 23.88% Reduced
510
Railway Pension Investments
Railway Pension Investments
United Kingdom
$633M +$1.97M 9 8.4% Increased
511
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$633M +$13.3M 15 8.97% Increased
512
Perpetual Ltd
Perpetual Ltd
Australia
$633M -$55.9M 8 7.43% Reduced
513
Antipodes Partners
Antipodes Partners
Australia
$630M +$23.1M 5 21.88% Increased
514
Gabelli Funds
Gabelli Funds
New York
$628M +$12.4M 11 4.71% Increased
515
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$626M -$673K 6 20.13% Reduced
516
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$624M -$31.4M 7 12.71% Reduced
517
Douglas Lane & Associates
Douglas Lane & Associates
New York
$623M -$12.4M 9 8.79% Reduced
518
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$621M +$17.1M 6 24.2% Increased
519
Shelton Capital Management
Shelton Capital Management
Colorado
$620M +$30M 12 15.44% Increased
520
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$619M +$361M 41 12.29% Increased
521
NEOS Investment Management
NEOS Investment Management
Connecticut
$616M +$125M 10 14.52% Increased
522
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$616M -$67.5M 12 8.93% Reduced
523
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$615M -$5M 16 15.54% Reduced
524
Great Lakes Advisors
Great Lakes Advisors
Illinois
$609M -$36.7M 12 5.21% Reduced
525
UMB Bank
UMB Bank
Missouri
$609M -$4.33M 19 9.63% Reduced