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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
526
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$792M +$93.1M 1 8.91% Increased
527
Tocqueville Asset Management
Tocqueville Asset Management
New York
$792M +$12.2M 10 10.47% Increased
528
WhitTier Trust Company
WhitTier Trust Company
Nevada
$790M -$8.56M 21 14.78% Reduced
529
Soros Fund Management
Soros Fund Management
New York
$783M -$66.9M 9 9.62% Reduced
530
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$782M +$23.8M 21 10.14% Increased
531
Fiduciary Trust
Fiduciary Trust
Massachusetts
$779M -$19.6M 10 8.48% Reduced
532
Yacktman Asset Management
Yacktman Asset Management
Texas
$775M +$7.55M 2 9.59% Increased
533
RIM
Rovida Investment Management
Cayman Islands
$770M +$233M 3 52.47% Increased
534
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$763M +$74.4M 19 6.49% Increased
535
Avanza Fonder
Avanza Fonder
Sweden
$762M +$105M 13 16.59% Increased
536
ValueAct Holdings
ValueAct Holdings
California
$757M -$247M 2 13.43% Reduced
537
Kinetic Partners Management
Kinetic Partners Management
Florida
$755M +$413M 7 18.03% Increased
538
Shelton Capital Management
Shelton Capital Management
Colorado
$755M -$23.1M 15 14% Reduced
539
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$754M -$15M 3 18.17% Reduced
540
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$752M +$342M 16 9.86% Increased
541
Allstate Corporation
Allstate Corporation
Illinois
$747M -$103M 20 7.46% Reduced
542
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$742M -$4.24M 15 14.63% Reduced
543
Troy Asset Management
Troy Asset Management
United Kingdom
$737M -$78.9M 3 20.54% Reduced
544
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$736M +$4.04M 18 10.92% Increased
545
Glenview Trust
Glenview Trust
Kentucky
$731M +$17.2M 8 10.11% Increased
546
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$731M -$1.55B 7 10.56% Reduced
547
HB Wealth Management
HB Wealth Management
Georgia
$729M +$19.7M 23 4.09% Increased
548
Norinchukin Bank
Norinchukin Bank
Japan
$726M -$34.6M 11 7.06% Reduced
549
Alphinity Investment Management
Alphinity Investment Management
Australia
$723M -$30.6M 3 12.04% Reduced
550
Eastern Bank
Eastern Bank
Massachusetts
$723M -$25.8M 13 11.06% Reduced