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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
551
Walleye Capital
Walleye Capital
New York
$475M -$94.6M 26 2.14% Reduced
552
DJE Kapital
DJE Kapital
Germany
$474M -$228M 7 14.04% Reduced
553
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$474M -$5.2M 6 9.43% Reduced
554
Avanza Fonder
Avanza Fonder
Sweden
$471M -$54.4M 10 15.46% Reduced
555
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$468M +$7.22M 13 14.27% Increased
556
Canoe Financial
Canoe Financial
Alberta, Canada
$465M -$3.72M 3 7.46% Reduced
557
Capital International Sarl
Capital International Sarl
California
$462M +$44.1M 8 10.46% Increased
558
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$459M -$486M 5 16.12% Reduced
559
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$457M +$49.1M 13 4.71% Increased
560
Gotham Asset Management
Gotham Asset Management
New York
$455M +$101M 17 3.8% Increased
561
HB Wealth Management
HB Wealth Management
Georgia
$455M +$145M 14 3.81% Increased
562
R.M. Davis Inc
R.M. Davis Inc
Maine
$454M +$4.84M 6 9.08% Increased
563
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$448M +$135M 3 14.19% Increased
564
Madison Asset Management
Madison Asset Management
Wisconsin
$448M +$4.77M 8 4.99% Increased
565
Norinchukin Bank
Norinchukin Bank
Japan
$447M +$104M 10 8.22% Increased
566
Busey Bank
Busey Bank
Illinois
$446M +$8.01M 6 15.03% Increased
567
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$446M -$9.15M 9 9.12% Reduced
568
CapitalatWork SA
CapitalatWork SA
$446M +$5.82M 5 14.44% Increased
569
Artemis Investment Management
Artemis Investment Management
United Kingdom
$445M -$198M 4 6.82% Reduced
570
Cincinnati Insurance
Cincinnati Insurance
Ohio
$444M $0 1 7.77% Maintained
571
Advisors Asset Management
Advisors Asset Management
Colorado
$444M +$4M 20 8.34% Increased
572
SCM
Silvant Capital Management
Georgia
$443M +$152K 9 20.39% Increased
573
Virtu Financial
Virtu Financial
New York
$443M +$157M 14 24.11% Increased
574
Public Investment Fund
Public Investment Fund
Saudi Arabia
$441M +$87.1M 2 1.73% Increased
575
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$440M +$35.7M 3 1.47% Increased