← All themes

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
401
Marsico Capital Management
Marsico Capital Management
Colorado
$479M +$64.6M 5 25.78% Increased
402
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$478M -$4.97M 10 8.32% Reduced
403
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$477M +$5.51M 5 3.91% Increased
404
Dragoneer Investment Group
Dragoneer Investment Group
California
$476M -$1.52M 1 12.52% Reduced
405
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$476M +$4.29M 7 14.36% Increased
406
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$475M -$2.27M 17 12.52% Reduced
407
Czech National Bank
Czech National Bank
Czech Republic
$474M +$539M 10 13.53% New
408
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$473M +$130M 3 6.86% Increased
409
Bartlett & Co
Bartlett & Co
Ohio
$473M -$6.8M 16 10.17% Reduced
410
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$473M -$6.8M 16 10.18% Reduced
411
Cerity Partners
Cerity Partners
New York
$468M -$2.13M 15 5.62% Reduced
412
Whittier Trust
Whittier Trust
California
$466M +$11.5M 25 9.76% Increased
413
Metropolis Capital
Metropolis Capital
United Kingdom
$465M +$75.3M 3 27.41% Increased
414
Alyeska Investment Group
Alyeska Investment Group
Illinois
$464M -$31.2M 7 5.41% Reduced
415
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$461M -$116M 11 17.97% Reduced
416
MAI Capital Management
MAI Capital Management
Ohio
$459M +$14.6M 14 8.63% Increased
417
Pendal Group
Pendal Group
Australia
$458M +$98.4M 6 4.46% Increased
418
Mercer Global Advisors
Mercer Global Advisors
Colorado
$455M -$2.44B 20 2.7% Reduced
419
UMB Bank
UMB Bank
Missouri
$453M -$8.25M 20 7.64% Reduced
420
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$452M +$28.9M 2 1.85% Increased
421
TIAA FSB
TIAA FSB
Florida
$449M -$8.03M 8 1.93% Reduced
422
AE Wealth Management
AE Wealth Management
Kansas
$448M +$51M 20 3.55% Increased
423
Maverick Capital
Maverick Capital
Texas
$447M -$51.1M 12 10.08% Reduced
424
HM Payson & Co
HM Payson & Co
Maine
$447M +$1.12M 18 12.28% Increased
425
First Foundation Advisors
First Foundation Advisors
California
$444M -$6.78M 6 21.75% Reduced