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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
AE Wealth Management
AE Wealth Management
Kansas
$702M +$65.3M 19 4.22% Increased
377
Waverton Investment Management
Waverton Investment Management
United Kingdom
$695M +$22.5M 6 19.74% Increased
378
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$694M -$13.9M 7 16.51% Reduced
379
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$692M +$20.3M 8 23.48% Increased
380
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$690M +$91.7M 16 10.57% Increased
381
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$686M +$3.24M 6 7.75% Increased
382
Mercer Global Advisors
Mercer Global Advisors
Colorado
$686M +$62.4M 21 2.72% Increased
383
AssetMark Inc
AssetMark Inc
California
$686M +$8.66M 17 2.69% Increased
384
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$683M -$46.5M 6 8.18% Reduced
385
IEQ Capital
IEQ Capital
California
$673M +$15.7M 21 13.58% Increased
386
Himalaya Capital Management
Himalaya Capital Management
Washington
$673M $0 2 37.55% Maintained
387
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$671M -$169M 13 18.79% Reduced
388
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$667M +$34.6M 15 11.54% Increased
389
Bartlett & Co
Bartlett & Co
Ohio
$667M +$34.6M 15 11.54% Increased
390
MIS
Morningstar Investment Services
Illinois
$655M -$110M 7 8.44% Reduced
391
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$653M -$182K 6 17.7% Reduced
392
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$640M +$39M 12 7.61% Increased
393
Czech National Bank
Czech National Bank
Czech Republic
$638M +$1.44M 10 14.5% Increased
394
Cetera Advisor Networks
Cetera Advisor Networks
California
$637M +$6.33M 24 4.43% Increased
395
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$636M +$13.9M 9 9.53% Increased
396
Dorsal Capital Management
Dorsal Capital Management
California
$634M -$7.53M 4 21.87% Reduced
397
D1 Capital Partners
D1 Capital Partners
New York
$634M -$737M 3 12.2% Reduced
398
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$629M -$42.2M 4 9.93% Reduced
399
Perpetual Ltd
Perpetual Ltd
Australia
$629M -$92.9M 11 5.39% Reduced
400
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$625M +$288M 2 32.49% Increased