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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
826
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$323M -$1.56M 22 12.11% Reduced
827
F/M Investments
F/M Investments
District of Columbia
$322M +$1.94M 8 12.41% Increased
828
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$321M -$168M 16 7.75% Reduced
829
Capital Investment Advisors
Capital Investment Advisors
Georgia
$321M +$3.95M 7 5.26% Increased
830
Farther Finance Advisors
Farther Finance Advisors
California
$321M +$58.8M 32 4.84% Increased
831
Frontier Capital Management
Frontier Capital Management
Massachusetts
$320M -$81.5M 8 2.87% Reduced
832
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$320M +$12.5M 2 28.33% Increased
833
World Investment Advisors
World Investment Advisors
California
$320M +$3.64M 14 6.54% Increased
834
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$319M -$6.36M 5 13.52% Reduced
835
Ostrum Asset Management
Ostrum Asset Management
France
$317M -$26.4M 15 14.23% Reduced
836
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$317M -$178K 8 14.85% Reduced
837
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$316M -$14.1M 9 6.82% Reduced
838
Manchester Global Management
Manchester Global Management
United Kingdom
$315M +$94.1M 6 41.41% Increased
839
CC
Criteria Caixa
Spain
$314M $0 3 36.82% Maintained
840
Rockland Trust
Rockland Trust
Massachusetts
$313M +$46.7M 6 12.83% Increased
841
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$313M +$9.9M 13 4.52% Increased
842
SCA
Snowden Capital Advisors
New York
$312M +$1.43M 19 8.54% Increased
843
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$312M +$7.7M 9 7.24% Increased
844
Washington Trust
Washington Trust
Rhode Island
$312M -$2.11M 7 10.23% Reduced
845
Becker Capital Management
Becker Capital Management
Oregon
$311M -$1.13M 6 9.07% Reduced
846
Sculptor Capital
Sculptor Capital
New York
$310M +$178M 4 3.66% Increased
847
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$309M +$3.49M 3 24.06% Increased
848
Diversified Trust
Diversified Trust
Tennessee
$309M +$18.9M 17 6.18% Increased
849
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$309M +$9.16M 17 12.62% Increased
850
Keywise Capital Management (HK)
Keywise Capital Management (HK)
Hong Kong
$309M +$832K 2 23.69% Increased