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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
601
SH
SeaTown Holdings
Singapore
$372M +$84.4M 3 20.12% Increased
602
Lido Advisors
Lido Advisors
California
$372M +$43.3M 14 4.05% Increased
603
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$369M +$19.6M 10 14.99% Increased
604
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$368M -$26.2M 12 12.34% Reduced
605
Alleghany Corporation
Alleghany Corporation
New York
$366M $0 3 10.64% Maintained
606
EC
Eminence Capital
New York
$364M -$229M 3 3.47% Reduced
607
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$364M -$47M 10 8.58% Reduced
608
Vantage Investment Partners
Vantage Investment Partners
Missouri
$363M +$32.3M 4 18.53% Increased
609
Soros Fund Management
Soros Fund Management
New York
$362M -$127M 4 4.95% Reduced
610
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$360M -$6.19M 6 13.21% Reduced
611
BAM
Barrett Asset Management
New York
$359M +$42M 8 13.57% Increased
612
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$359M +$135M 19 3.26% Increased
613
H&H International Investment
H&H International Investment
California
$358M +$42.5M 2 4.42% Increased
614
Chilton Investment Company
Chilton Investment Company
Connecticut
$353M +$4.07M 4 7.42% Increased
615
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$353M -$9.6M 6 17.48% Reduced
616
Martin Currie
Martin Currie
United Kingdom
$351M -$13.4M 3 9.74% Reduced
617
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$349M -$7.68M 3 16.5% Reduced
618
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$348M -$1.6M 2 7.29% Reduced
619
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$348M -$2.19M 5 7% Reduced
620
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$344M +$14.7M 5 40.02% Increased
621
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$341M -$30.4M 3 6.74% Reduced
622
Confluence Investment Management
Confluence Investment Management
Missouri
$339M -$17.3M 7 4.5% Reduced
623
EP Wealth Advisors
EP Wealth Advisors
California
$338M +$26.3M 12 7.98% Increased
624
Spire Wealth Management
Spire Wealth Management
Virginia
$336M +$34.3M 25 7.47% Increased
625
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$336M -$3.33M 21 12.11% Reduced