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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
GGHC
Gilder Gagnon Howe & Co
New York
$1.28B -$37.9M 11 13.53% Reduced
402
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.27B +$186M 5 14.88% Increased
403
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$1.26B -$8.48M 14 16.55% Reduced
404
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.26B -$152M 8 9.54% Reduced
405
Renaissance Technologies
Renaissance Technologies
New York
$1.26B -$1.49B 24 1.96% Reduced
406
Regions Financial Corp
Regions Financial Corp
Alabama
$1.25B -$3.69M 12 8.02% Reduced
407
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.25B +$53.5M 11 4.4% Increased
408
VVP
Vulcan Value Partners
Alabama
$1.25B -$97.8M 3 22.56% Reduced
409
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.25B -$76.7M 19 13.29% Reduced
410
INTECH Investment Management
INTECH Investment Management
Florida
$1.25B +$170M 25 11.15% Increased
411
HM Payson & Co
HM Payson & Co
Maine
$1.25B -$9.5M 20 17.6% Reduced
412
AE Wealth Management
AE Wealth Management
Kansas
$1.24B +$105M 16 7.14% Increased
413
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.24B -$205M 6 13.4% Reduced
414
Quilter Plc
Quilter Plc
United Kingdom
$1.24B +$25.6M 7 20.82% Increased
415
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B +$53M 18 2.75% Increased
416
Evercore Wealth Management
Evercore Wealth Management
New York
$1.23B -$17.6M 8 17.95% Reduced
417
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$1.22B +$6.83M 7 21.34% Increased
418
Voyager Global Management
Voyager Global Management
New York
$1.2B -$140M 3 35.11% Reduced
419
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$1.2B +$44.6M 18 15.42% Increased
420
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$1.2B -$49.6M 14 17.01% Reduced
421
Natixis
Natixis
France
$1.19B -$829M 16 4.24% Reduced
422
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$1.19B -$32M 6 10.6% Reduced
423
EP Wealth Advisors
EP Wealth Advisors
California
$1.19B +$1.17B 16 6.17% New
424
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$1.18B -$197M 10 9.41% Reduced
425
Cresset Asset Management
Cresset Asset Management
Illinois
$1.17B -$18.2M 20 4.93% Reduced