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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
626
Achmea Investment Management
Achmea Investment Management
Netherlands
$556M -$49.5M 6 13.91% Reduced
627
Chicago Capital
Chicago Capital
Illinois
$556M -$28.3M 12 13.38% Reduced
628
Allianz
Allianz
Germany
$555M +$23.6M 9 5.85% Increased
629
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$555M -$80.7M 12 11.11% Reduced
630
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$555M +$182M 8 10.88% Increased
631
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$550M +$52.7M 10 11.8% Increased
632
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$550M +$4.15M 19 4.21% Increased
633
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$548M +$1.07M 18 13.59% Increased
634
FFM
Fisher Funds Management
New Zealand
$548M -$7.73M 7 15.58% Reduced
635
Harvard Management Company
Harvard Management Company
Massachusetts
$546M -$38M 3 12.8% Reduced
636
BVL
Beau Ventures, LLc
New York
$540M +$39K 3 58.88% Increased
637
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$538M +$4.53M 22 9% Increased
638
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$537M +$6.3M 16 5.41% Increased
639
Mirova US
Mirova US
Massachusetts
$537M -$49.6M 3 5.77% Reduced
640
Longview Partners
Longview Partners
Guernsey
$536M -$150M 2 8.71% Reduced
641
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$535M +$226M 1 4.04% Increased
642
Dorsal Capital Management
Dorsal Capital Management
California
$531M +$7.71M 3 18.79% Increased
643
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$530M -$152K 15 12.38% Reduced
644
Sapient Capital
Sapient Capital
Indiana
$529M -$15.7M 8 6.93% Reduced
645
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$527M -$15.6M 12 9.03% Reduced
646
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$526M +$39.3M 20 9.02% Increased
647
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$525M -$14.6M 10 14.93% Reduced
648
AIA Group
AIA Group
Hong Kong
$525M +$27.2M 9 6.6% Increased
649
Quadrature Capital
Quadrature Capital
United Kingdom
$524M -$55M 20 4.49% Reduced
650
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$521M +$39.2M 24 3.41% Increased