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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
JHP
James Hambro & Partners
United Kingdom
$723M +$119M 6 25.7% Increased
527
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$723M +$366M 4 16.28% Increased
528
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$722M +$105M 10 10.79% Increased
529
FFA
First Foundation Advisors
California
$721M -$14.3M 6 26.64% Reduced
530
Harvard Management Company
Harvard Management Company
Massachusetts
$715M $0 3 33.97% Maintained
531
Avanza Fonder
Avanza Fonder
Sweden
$715M +$22.9M 11 18.54% Increased
532
Canoe Financial
Canoe Financial
Alberta, Canada
$713M -$42.7M 3 10.18% Reduced
533
DJE Kapital
DJE Kapital
Germany
$713M $0 7 17.3% Maintained
534
Empowered Funds
Empowered Funds
Pennsylvania
$710M +$164M 22 7.17% Increased
535
Shelton Capital Management
Shelton Capital Management
Colorado
$709M -$10.2M 13 15.18% Reduced
536
VARA
Value Aligned Research Advisors
New Jersey
$700M +$383M 7 8.55% Increased
537
Chilton Investment Company
Chilton Investment Company
Connecticut
$698M +$48M 9 14.22% Increased
538
Artemis Investment Management
Artemis Investment Management
United Kingdom
$698M -$63.5M 5 8.68% Reduced
539
Norinchukin Bank
Norinchukin Bank
Japan
$696M +$4.56M 9 9.34% Increased
540
Glenview Trust
Glenview Trust
Kentucky
$695M +$24.1K 7 11.02% Increased
541
ACM
Argent Capital Management
Missouri
$695M +$3.47M 6 18.96% Increased
542
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$692M +$8.38M 13 5.03% Increased
543
Beck Mack & Oliver
Beck Mack & Oliver
New York
$689M -$58.6M 6 12.53% Reduced
544
Sterling Capital Management
Sterling Capital Management
North Carolina
$687M -$99.7M 28 10.07% Reduced
545
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$684M -$27.4M 6 19.85% Reduced
546
Munro Partners
Munro Partners
Australia
$681M +$11.3M 5 18.45% Increased
547
Sapient Capital
Sapient Capital
Indiana
$679M -$6.51M 6 10.46% Reduced
548
Penserra Capital Management
Penserra Capital Management
California
$672M +$124M 20 8.04% Increased
549
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$670M -$6.73M 7 24.43% Reduced
550
UMB Bank
UMB Bank
Missouri
$668M -$6M 22 9.83% Reduced