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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
576
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$361M +$11.3M 10 14.8% Increased
577
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$360M +$10.8M 7 22.26% Increased
578
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$359M -$12.7M 5 2.62% Reduced
579
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$358M +$23.1M 6 19.14% Increased
580
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$358M -$48.7M 9 5.9% Reduced
581
Vantage Investment Partners
Vantage Investment Partners
Missouri
$358M +$20M 4 17.85% Increased
582
Ariel Investments
Ariel Investments
Illinois
$357M +$2.01M 3 3.17% Increased
583
TC
TownSquare Capital
Utah
$356M +$3.45M 10 9.08% Increased
584
Coldstream Capital Management
Coldstream Capital Management
Washington
$354M -$9.05M 11 12.2% Reduced
585
SC
SRB Corp
Massachusetts
$354M -$11.5M 2 19.69% Reduced
586
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$350M -$14.4M 4 9.96% Reduced
587
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$348M -$71.9M 8 8.49% Reduced
588
Martin Currie
Martin Currie
United Kingdom
$347M +$24.9M 3 11.14% Increased
589
Busey Bank
Busey Bank
Illinois
$347M -$8.96M 6 13.86% Reduced
590
Standard Investments
Standard Investments
New York
$347M -$268M 1 9.01% Reduced
591
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$345M -$514M 16 6.02% Reduced
592
Profund Advisors
Profund Advisors
Maryland
$345M -$112M 18 14.47% Reduced
593
Lido Advisors
Lido Advisors
California
$344M -$8.31M 13 3.83% Reduced
594
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$340M -$1.05M 6 13.08% Reduced
595
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$338M -$543M 15 12.07% Reduced
596
WMC
Westwood Management Corporation
Illinois
$336M -$18.5M 5 31.88% Reduced
597
BAM
Barrett Asset Management
New York
$336M -$3.53M 6 14.08% Reduced
598
RWWM Inc
RWWM Inc
California
$336M +$141M 3 37.59% Increased
599
EP Wealth Advisors
EP Wealth Advisors
California
$335M +$16M 12 7.36% Increased
600
KCM
Kensico Capital Management
Connecticut
$334M -$180M 3 13.58% Reduced