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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
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$551M -$3.74M 11 10.74% Reduced
577
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$550M +$616M 1 7.97% New
578
CapitalatWork SA
CapitalatWork SA
$549M +$132M 5 16.31% Increased
579
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$547M +$7.95M 20 6.75% Increased
580
JHP
James Hambro & Partners
United Kingdom
$547M -$14.7M 5 21.46% Reduced
581
Marex Group
Marex Group
$547M +$4.57M 17 3.46% Increased
582
Busey Bank
Busey Bank
Illinois
$546M -$7.77M 6 14.82% Reduced
583
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$544M -$224M 7 19.8% Reduced
584
HRT Financial
HRT Financial
New York
$542M -$497M 19 1.35% Reduced
585
First Financial Bankshares
First Financial Bankshares
Texas
$542M +$13.7M 6 10.95% Increased
586
Clal Insurance
Clal Insurance
Israel
$540M -$2.2M 7 3.25% Reduced
587
Abrams Capital Management
Abrams Capital Management
Massachusetts
$537M -$16M 1 11.57% Reduced
588
GIM
Generate Investment Management
New Zealand
$535M +$107M 5 26.37% Increased
589
Quadrature Capital
Quadrature Capital
United Kingdom
$531M +$246M 20 6.32% Increased
590
Voleon Capital Management
Voleon Capital Management
California
$531M +$15.1M 13 11.44% Increased
591
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$526M +$120M 6 8.68% Increased
592
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$520M $0 6 15.56% Maintained
593
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$518M +$409M 9 2.34% Increased
594
Hancock Whitney
Hancock Whitney
Mississippi
$517M -$20.7M 11 8.98% Reduced
595
Harvard Management Company
Harvard Management Company
Massachusetts
$517M -$41.9M 3 28.46% Reduced
596
Country Trust Bank
Country Trust Bank
Illinois
$513M +$33.1M 14 9.76% Increased
597
OIMU
Osmosis Investment Management UK
United Kingdom
$512M -$13.6M 13 13.77% Reduced
598
AG
Avala Global
New York
$512M +$77.3M 4 24.62% Increased
599
D1 Capital Partners
D1 Capital Partners
New York
$511M +$250M 2 4.55% Increased
600
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$508M +$557M 10 3.88% New