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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
Mediolanum International Funds
Mediolanum International Funds
Ireland
$1.06B +$61.1M 13 13.8% Increased
377
Himalaya Capital Management
Himalaya Capital Management
Washington
$1.06B $0 2 39.14% Maintained
378
Quantinno Capital Management
Quantinno Capital Management
New York
$1.06B +$236M 20 10.42% Increased
379
INTECH Investment Management
INTECH Investment Management
Florida
$1.06B -$182M 23 10.23% Reduced
380
GGHC
Gilder Gagnon Howe & Co
New York
$1.05B -$23M 7 11.36% Reduced
381
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$1.05B +$3.1M 18 17.98% Increased
382
Voyager Global Management
Voyager Global Management
New York
$1.04B +$53.8M 3 41.68% Increased
383
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.04B +$63.5M 7 9.62% Increased
384
Tidal Investments
Tidal Investments
Wisconsin
$1.04B +$229M 23 8.18% Increased
385
Bain Capital Investors
Bain Capital Investors
Massachusetts
$1.03B $0 1 29.49% Maintained
386
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.03B +$97.7M 29 6.19% Increased
387
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$1.03B -$100M 6 28.75% Reduced
388
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.02B +$40.1M 33 4.25% Increased
389
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$1.02B -$22.9M 7 12.27% Reduced
390
Quilter Plc
Quilter Plc
United Kingdom
$1.01B +$3.49M 5 20.02% Increased
391
Evercore Wealth Management
Evercore Wealth Management
New York
$1.01B -$1.11M 8 15.17% Reduced
392
Third Point
Third Point
New York
$1.01B -$166M 2 13.57% Reduced
393
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$1.01B +$291M 8 8.64% Increased
394
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$1B -$11.6M 6 9.96% Reduced
395
Jones Financial Companies
Jones Financial Companies
Missouri
$1B +$266M 25 0.95% Increased
396
MAI Capital Management
MAI Capital Management
Ohio
$1B +$95.6M 29 7.42% Increased
397
Yousif Capital Management
Yousif Capital Management
Michigan
$994M -$29.6M 20 10.99% Reduced
398
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$993M +$40.1M 11 17.42% Increased
399
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$986M -$53.9M 5 9.16% Reduced
400
Lido Advisors
Lido Advisors
California
$985M +$125M 16 4.48% Increased