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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
Alyeska Investment Group
Alyeska Investment Group
Illinois
$605M +$37.1M 9 5.3% Increased
377
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596M +$37.5M 29 6.56% Increased
378
Troy Asset Management
Troy Asset Management
United Kingdom
$595M -$214M 2 17.6% Reduced
379
Lazard Frères Gestion
Lazard Frères Gestion
France
$594M +$14.7M 4 21.92% Increased
380
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$593M +$14.8M 17 13.49% Increased
381
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$591M +$5.21M 3 7.3% Increased
382
Silvercrest Asset Management
Silvercrest Asset Management
New York
$589M -$16.7M 10 4.48% Reduced
383
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$589M +$5.67M 11 16.91% Increased
384
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$582M -$13.9M 3 9.51% Reduced
385
Waverton Investment Management
Waverton Investment Management
United Kingdom
$581M +$20.3M 7 17.94% Increased
386
Himalaya Capital Management
Himalaya Capital Management
Washington
$580M $0 2 28.46% Maintained
387
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$576M -$16.4M 8 15.46% Reduced
388
AssetMark Inc
AssetMark Inc
California
$575M +$20.5M 19 2.38% Increased
389
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$568M +$84.4M 5 8.76% Increased
390
CCP
Cryder Capital Partners
United Kingdom
$568M +$4.86M 3 30.18% Increased
391
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$564M +$4.98M 6 6.74% Increased
392
IEQ Capital
IEQ Capital
California
$563M +$4.81M 18 13.06% Increased
393
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$562M -$212M 5 4.42% Reduced
394
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$561M +$11.1M 8 23.31% Increased
395
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$550M +$63.9M 13 6.79% Increased
396
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$550M +$194M 13 6.79% Increased
397
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$550M -$33.7M 5 14.2% Reduced
398
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$549M -$13.8M 7 15.94% Reduced
399
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$547M +$245M 2 22.7% Increased
400
Zacks Investment Management
Zacks Investment Management
Illinois
$545M +$41.5M 10 7.31% Increased