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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
FCI
Financial Counselors Inc
Kansas
$374M +$3.63M 9 8.7% Increased
527
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$374M -$4.73M 16 9.8% Reduced
528
Pacer Advisors
Pacer Advisors
Pennsylvania
$371M -$40.3M 11 6.45% Reduced
529
BCIM
Black Creek Investment Management
Ontario, Canada
$371M +$76.7M 1 12.28% Increased
530
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$369M +$6.94M 9 5.91% Increased
531
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$369M +$150M 2 4.31% Increased
532
BOK Financial
BOK Financial
Oklahoma
$368M -$10.8M 12 6.69% Reduced
533
MRG
Milestone Resources Group
British Virgin Islands
$367M -$34.4M 4 28.57% Reduced
534
Cincinnati Insurance
Cincinnati Insurance
Ohio
$365M $0 2 7.73% Maintained
535
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$364M -$16.3M 10 8.5% Reduced
536
BG
Bollard Group
Massachusetts
$364M -$360K 17 12.75% Reduced
537
NM
NWI Management
New York
$362M +$125M 4 30.16% Increased
538
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$362M +$283M 18 12.57% Increased
539
MNBTD
Moody National Bank Trust Division
Texas
$361M +$10.9M 9 8.58% Increased
540
Westwood Holdings Group
Westwood Holdings Group
Texas
$360M +$7.18M 8 3.62% Increased
541
Mercer Global Advisors
Mercer Global Advisors
Colorado
$359M +$78.9M 16 3.27% Increased
542
Soros Fund Management
Soros Fund Management
New York
$357M +$300M 3 6.69% Increased
543
Erste Asset Management
Erste Asset Management
Austria
$354M +$33.6M 14 8.66% Increased
544
Penserra Capital Management
Penserra Capital Management
California
$352M +$87.6M 17 6.51% Increased
545
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$351M +$32.4M 7 6.67% Increased
546
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$350M +$43.1M 14 4.47% Increased
547
SI
SQN Investors
California
$349M +$57.5M 4 18.54% Increased
548
RHBC
R.H. Bluestein & Co
Michigan
$349M -$4.79M 7 14.79% Reduced
549
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$348M +$8.18M 12 11.58% Increased
550
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$346M -$5.14M 4 14.79% Reduced