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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
401
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$465M -$483M 6 15.63% Reduced
402
AssetMark Inc
AssetMark Inc
California
$464M -$23.6M 18 2.01% Reduced
403
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$458M +$22.7M 9 22.38% Increased
404
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$458M -$7.71M 11 5.11% Reduced
405
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$457M -$2.97M 8 12.72% Reduced
406
Czech National Bank
Czech National Bank
Czech Republic
$449M +$2.8M 10 11.94% Increased
407
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$448M +$14.6M 14 5.78% Increased
408
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$446M -$10.5M 4 25.68% Reduced
409
Bartlett & Co
Bartlett & Co
Ohio
$443M -$8.35M 16 8.9% Reduced
410
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$443M -$8.35M 16 8.9% Reduced
411
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$442M +$3.41M 6 12.11% Increased
412
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$442M -$60.1M 8 7.71% Reduced
413
Baupost Group
Baupost Group
Massachusetts
$438M +$323M 2 7.14% Increased
414
Whittier Trust
Whittier Trust
California
$435M -$2.06M 25 8.46% Reduced
415
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$434M -$14M 9 7.27% Reduced
416
Douglas Lane & Associates
Douglas Lane & Associates
New York
$430M -$22.4M 9 7.19% Reduced
417
Kestra Advisory Services
Kestra Advisory Services
Texas
$429M +$24.3M 19 3.81% Increased
418
Zacks Investment Management
Zacks Investment Management
Illinois
$428M -$838K 10 5.97% Reduced
419
MCMC
Matrix Capital Management Company
New Hampshire
$427M -$289M 1 8.15% Reduced
420
Cetera Advisor Networks
Cetera Advisor Networks
California
$425M +$103M 23 3.44% Increased
421
HM Payson & Co
HM Payson & Co
Maine
$424M -$5.78M 18 10.56% Reduced
422
AE Wealth Management
AE Wealth Management
Kansas
$424M +$3.07M 20 3.07% Increased
423
Welch & Forbes
Welch & Forbes
Massachusetts
$424M -$4.96M 8 7.6% Reduced
424
Hyperion Asset Management
Hyperion Asset Management
Australia
$418M -$35M 3 27.15% Reduced
425
FFA
First Foundation Advisors
California
$418M -$12.8M 6 20.04% Reduced