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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
801
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$295M -$21M 3 6.55% Reduced
802
Capital International
Capital International
California
$294M -$4.26M 6 11.26% Reduced
803
Empirical Finance
Empirical Finance
Pennsylvania
$290M +$4.82M 9 15.18% Increased
804
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$290M -$22.9M 21 11.81% Reduced
805
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$289M +$5.34M 5 13.01% Increased
806
Trust Company of Vermont
Trust Company of Vermont
Vermont
$288M +$161K 14 13.58% Increased
807
Patient Capital Management
Patient Capital Management
Maryland
$288M -$5.02M 3 13.01% Reduced
808
Meeder Asset Management
Meeder Asset Management
Ohio
$288M -$10.7M 11 17.68% Reduced
809
E Fund Management
E Fund Management
China
$288M -$20.9M 9 13.71% Reduced
810
AMI Asset Management
AMI Asset Management
California
$287M -$14.4M 3 16.43% Reduced
811
Becker Capital Management
Becker Capital Management
Oregon
$287M +$2.83M 6 8.96% Increased
812
Castle Hook Partners
Castle Hook Partners
New York
$287M +$257M 6 1.63% New
813
Kinetic Partners Management
Kinetic Partners Management
Florida
$286M +$53.9M 4 15.64% Increased
814
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$286M +$40.2M 2 15.55% Increased
815
F/M Investments
F/M Investments
District of Columbia
$285M -$3.63M 7 10.36% Reduced
816
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$285M +$3.16M 17 8.31% Increased
817
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$285M +$18.7M 6 7.18% Increased
818
Perigon Wealth Management
Perigon Wealth Management
California
$284M -$4M 15 6.64% Reduced
819
Evergreen Capital Management
Evergreen Capital Management
Washington
$284M +$3.97M 11 8.55% Increased
820
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$282M +$1.1M 8 14.06% Increased
821
PGGM Investments
PGGM Investments
Netherlands
$281M -$182M 2 4.88% Reduced
822
PCM
Palestra Capital Management
New York
$281M +$186M 2 8.17% Increased
823
Osterweis Capital Management
Osterweis Capital Management
California
$280M +$14.2M 6 13.4% Increased
824
World Investment Advisors
World Investment Advisors
California
$280M +$32.7M 14 6.34% Increased
825
Washington Trust
Washington Trust
Rhode Island
$279M -$912K 7 9.87% Reduced