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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
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$705M -$7.18M 4 6.87% Reduced
502
Freestone Grove Partners
Freestone Grove Partners
California
$701M +$167M 13 5.3% Increased
503
Optiver Holding
Optiver Holding
Netherlands
$691M +$503M 12 0.33% Increased
504
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$688M -$8.54M 14 12.47% Reduced
505
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$688M -$37.9M 14 14.01% Reduced
506
Artemis Investment Management
Artemis Investment Management
United Kingdom
$683M +$120M 4 8.75% Increased
507
First Foundation Advisors
First Foundation Advisors
California
$679M -$8.61M 6 25.16% Reduced
508
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$670M -$147M 16 7.95% Reduced
509
Perpetual Ltd
Perpetual Ltd
Australia
$664M -$80.8M 9 7.8% Reduced
510
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$664M +$4.82M 16 9.04% Increased
511
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$664M -$3.66M 7 21.23% Reduced
512
Gotham Asset Management
Gotham Asset Management
New York
$663M +$74.2M 20 3.97% Increased
513
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$662M -$7.24M 15 6.91% Reduced
514
Douglas Lane & Associates
Douglas Lane & Associates
New York
$662M -$13M 9 9.6% Reduced
515
Harvard Management Company
Harvard Management Company
Massachusetts
$659M +$288M 3 45.88% Increased
516
WhitTier Trust Company
WhitTier Trust Company
Nevada
$657M +$30.3M 19 14.91% Increased
517
BSN Capital Partners
BSN Capital Partners
United Kingdom
$653M -$313M 2 51.28% Reduced
518
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$648M +$9.6M 11 9.27% Increased
519
Shelton Capital Management
Shelton Capital Management
Colorado
$646M -$62.2M 11 14.87% Reduced
520
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$646M -$8.06M 3 11.07% Reduced
521
Beck Mack & Oliver
Beck Mack & Oliver
New York
$636M -$21.8M 6 12.14% Reduced
522
LSV Asset Management
LSV Asset Management
Illinois
$636M -$72.7M 11 1.49% Reduced
523
Citizens Financial Group
Citizens Financial Group
Rhode Island
$635M +$119M 11 10.2% Increased
524
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$630M -$24.4M 8 12.29% Reduced
525
Hyperion Asset Management
Hyperion Asset Management
Australia
$629M +$34.9M 2 19.88% Increased