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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
326
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.21B -$2.07M 9 8.62% Reduced
327
Czech National Bank
Czech National Bank
Czech Republic
$1.21B +$4.55M 9 15.54% Increased
328
H&H International Investment
H&H International Investment
California
$1.2B +$28.8M 2 8.48% Increased
329
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$1.2B +$204M 6 10.52% Increased
330
PTC
Provident Trust Company
Wisconsin
$1.2B +$20.1M 3 22.25% Increased
331
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.18B +$34.1M 7 14.63% Increased
332
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.17B +$108M 12 42.06% Increased
333
AssetMark Inc
AssetMark Inc
California
$1.16B +$210M 17 3.77% Increased
334
MML Investors Services
MML Investors Services
Massachusetts
$1.16B +$17.1M 19 4.78% Increased
335
Carmignac Gestion
Carmignac Gestion
France
$1.15B +$94M 6 18.24% Increased
336
Cresset Asset Management
Cresset Asset Management
Illinois
$1.14B +$102M 22 5.48% Increased
337
Comgest Global Investors
Comgest Global Investors
France
$1.13B -$3.67M 4 15.74% Reduced
338
Guggenheim Capital
Guggenheim Capital
Illinois
$1.13B -$20.9M 20 7.96% Reduced
339
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.13B +$264M 5 11.38% Increased
340
USS Investment Management
USS Investment Management
United Kingdom
$1.12B +$6.54M 12 9.2% Increased
341
First Pacific Advisors
First Pacific Advisors
California
$1.1B -$16.5M 3 15.49% Reduced
342
Capital Group Private Client Services
Capital Group Private Client Services
California
$1.1B +$7.45M 5 11.26% Increased
343
Swiss Life Asset Management
Swiss Life Asset Management
$1.08B -$173M 12 15.07% Reduced
344
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.08B -$95.4M 4 11.09% Reduced
345
Markel Group
Markel Group
Virginia
$1.08B +$1.76M 4 10.65% Increased
346
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.07B -$133M 13 18.99% Reduced
347
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.06B +$239M 19 2.45% Increased
348
Empower Advisory Group
Empower Advisory Group
Colorado
$1.04B -$57M 10 3.91% Reduced
349
Farallon Capital Management
Farallon Capital Management
California
$1.04B -$37.8M 3 4.42% Reduced
350
SCGE Management
SCGE Management
California
$1.04B $0 2 19.7% Maintained