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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
376
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$508M +$57.2M 17 11.8% Increased
377
Brighton Jones LLC
Brighton Jones LLC
Washington
$507M +$2.76M 11 30.28% Increased
378
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$502M -$33.9M 8 16.89% Reduced
379
Ossiam
Ossiam
France
$499M +$42.8M 14 12.93% Increased
380
Rafferty Asset Management
Rafferty Asset Management
New York
$496M +$122M 18 4.16% Increased
381
Pendal Group
Pendal Group
Australia
$496M +$44.2M 8 4.28% Increased
382
SG Americas Securities
SG Americas Securities
New York
$495M +$265M 26 6.03% Increased
383
Himalaya Capital Management
Himalaya Capital Management
Washington
$494M +$152M 2 25.66% Increased
384
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$494M -$25M 5 14.28% Reduced
385
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$494M +$62.7M 11 15.44% Increased
386
Waverton Investment Management
Waverton Investment Management
United Kingdom
$489M +$108M 7 17.97% Increased
387
CM
Cercano Management
Washington
$487M +$496M 6 19.8% New
388
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$486M +$66M 3 6.3% Increased
389
Connectus Wealth
Connectus Wealth
Ohio
$481M -$34.2M 8 11.38% Reduced
390
Regions Financial Corp
Regions Financial Corp
Alabama
$480M -$8.19M 10 4.42% Reduced
391
Alyeska Investment Group
Alyeska Investment Group
Illinois
$477M +$53.7M 11 4.94% Increased
392
IEQ Capital
IEQ Capital
California
$476M +$8.29M 19 13.32% Increased
393
CCP
Cryder Capital Partners
United Kingdom
$476M -$24.4M 3 29.42% Reduced
394
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$474M -$62.9M 7 14.61% Reduced
395
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$473M +$3.76M 6 5.83% Increased
396
Bahl & Gaynor
Bahl & Gaynor
Ohio
$471M -$77.8M 8 2.94% Reduced
397
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$469M -$8.65M 16 2.7% Reduced
398
Mercer Global Advisors
Mercer Global Advisors
Colorado
$469M +$27.2M 21 2.35% Increased
399
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$468M -$56.7M 29 5.55% Reduced
400
Quilter Plc
Quilter Plc
United Kingdom
$466M -$81.5K 5 15.33% Reduced