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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
Stockbridge Partners
Stockbridge Partners
Massachusetts
$953M +$42.4M 2 19.14% Increased
377
Balyasny Asset Management
Balyasny Asset Management
Illinois
$952M -$62.5M 23 1.55% Reduced
378
Kestra Advisory Services
Kestra Advisory Services
Texas
$951M -$54.4M 20 5.24% Reduced
379
GGHC
Gilder Gagnon Howe & Co
New York
$943M -$12.9M 8 11.28% Reduced
380
Mutual of America Capital Management
Mutual of America Capital Management
New York
$939M -$17.8M 15 9.88% Reduced
381
Quilter Plc
Quilter Plc
United Kingdom
$938M +$28M 5 19.13% Increased
382
Evercore Wealth Management
Evercore Wealth Management
New York
$937M -$8.17M 7 14.05% Reduced
383
HA
HHLR Advisors
Cayman Islands
$937M +$252M 1 20.57% Increased
384
Himalaya Capital Management
Himalaya Capital Management
Washington
$931M $0 2 37.64% Maintained
385
Mediolanum International Funds
Mediolanum International Funds
Ireland
$927M +$26M 12 12.91% Increased
386
BI
BlueSpruce Investments
Illinois
$926M +$32.7M 3 17.07% Increased
387
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$921M +$145M 9 8.07% Increased
388
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$919M -$12.8M 11 22.76% Reduced
389
Whittier Trust
Whittier Trust
California
$915M +$18.6M 23 12.24% Increased
390
Regions Financial Corp
Regions Financial Corp
Alabama
$915M -$6.43M 11 6.58% Reduced
391
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$914M +$32.8M 32 3.93% Increased
392
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$910M -$41M 5 9.01% Reduced
393
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$897M -$134M 3 62.2% Reduced
394
SCGE Management
SCGE Management
California
$894M -$79.1M 2 19.48% Reduced
395
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$890M -$607K 15 12.78% Reduced
396
Voyager Global Management
Voyager Global Management
New York
$889M +$286M 3 38.49% Increased
397
Saturna Capital
Saturna Capital
Washington
$885M +$1.31M 5 11.57% Increased
398
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$881M -$79.8M 10 15.47% Reduced
399
NewEdge Advisors
NewEdge Advisors
Louisiana
$880M +$39.3M 28 5.71% Increased
400
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$875M +$30.4M 22 7.1% Increased