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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
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$311M +$21.5M 6 4.03% Increased
527
Zacks Investment Management
Zacks Investment Management
Illinois
$311M +$21.7M 6 6.3% Increased
528
MNBTD
Moody National Bank Trust Division
Texas
$311M -$14.3M 7 9.55% Reduced
529
Washington Trust
Washington Trust
Rhode Island
$310M -$7.3M 16 11.45% Reduced
530
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$308M -$67.7K 9 11.55% Reduced
531
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$308M +$161M 13 4.39% Increased
532
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$307M +$78.1M 2 13.66% Increased
533
Krane Funds Advisors
Krane Funds Advisors
New York
$306M +$20.3M 3 14.11% Increased
534
CC
Cannell & Co
New York
$304M -$16M 7 11.15% Reduced
535
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$301M +$21M 10 8.42% Increased
536
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$301M -$2.58M 14 8.44% Reduced
537
IC
Immersion Capital
United Kingdom
$301M +$336K 2 30.22% Increased
538
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$299M -$24.9M 8 6.92% Reduced
539
SH
SeaTown Holdings
Singapore
$297M +$72.3M 5 24.88% Increased
540
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$297M +$2.02M 1 5.32% Increased
541
Munro Partners
Munro Partners
Australia
$296M +$53.1M 3 19.28% Increased
542
HAM
Honeycomb Asset Management
New York
$294M +$83.6M 5 22.27% Increased
543
Kestra Advisory Services
Kestra Advisory Services
Texas
$294M +$290M 16 5.48% New
544
Achmea Investment Management
Achmea Investment Management
Netherlands
$293M -$55.1M 11 12.21% Reduced
545
TI
TRG Investments
Virginia
$293M $0 1 29.59% Maintained
546
ANI
American National Insurance
Texas
$290M -$13.3M 7 13.96% Reduced
547
WI
Wafra Inc
New York
$290M -$8.22M 5 16.38% Reduced
548
SRS Investment Management
SRS Investment Management
New York
$288M +$33.3M 2 5.33% Increased
549
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$288M +$22.8M 7 2.52% Increased
550
Mirova US
Mirova US
Massachusetts
$283M +$75.8M 4 16.21% Increased