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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
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$783M -$12.5M 6 21.22% Reduced
527
WhitTier Trust Company
WhitTier Trust Company
Nevada
$782M +$3.5M 19 16.24% Increased
528
BSL
Blue Sparrow LLC
Delaware
$782M +$777M 6 14.72% New
529
EFG International
EFG International
$780M +$777M 18 15.08% New
530
DJE Kapital
DJE Kapital
Germany
$775M -$22.9M 8 21.43% Reduced
531
Norinchukin Bank
Norinchukin Bank
Japan
$764M +$34.7M 9 8.91% Increased
532
PEAK6
PEAK6
Illinois
$760M +$431M 18 1.41% Increased
533
MRG
Milestone Resources Group
British Virgin Islands
$757M $0 2 37.09% Maintained
534
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$756M -$10.5M 10 10.99% Reduced
535
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$755M -$18M 8 16.8% Reduced
536
Allstate Corporation
Allstate Corporation
Illinois
$755M +$392M 16 10.31% Increased
537
ARK Investment Management
ARK Investment Management
Florida
$754M +$277M 7 5% Increased
538
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$754M -$64.1M 16 12.93% Reduced
539
Ursa Fund Management
Ursa Fund Management
California
$748M +$766M 3 30.65% New
540
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$744M -$44.2M 11 11.05% Reduced
541
Nicholas Company
Nicholas Company
Wisconsin
$744M -$63.7M 6 13.03% Reduced
542
Hyperion Asset Management
Hyperion Asset Management
Australia
$744M +$91.1M 2 20.78% Increased
543
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$743M +$83.7M 6 13.61% Increased
544
Shelton Capital Management
Shelton Capital Management
Colorado
$742M -$4.44M 13 14.65% Reduced
545
Sapient Capital
Sapient Capital
Indiana
$739M +$3.16M 6 10.37% Increased
546
Douglas Lane & Associates
Douglas Lane & Associates
New York
$739M -$28.6M 9 10.14% Reduced
547
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$737M +$18.8M 14 5.28% Increased
548
Capital Group Private Client Services
Capital Group Private Client Services
California
$735M -$29.9M 5 11.7% Reduced
549
Penserra Capital Management
Penserra Capital Management
California
$729M +$85.8M 21 8.66% Increased
550
Mizuho Securities USA
Mizuho Securities USA
New York
$726M +$280K 9 12% Increased