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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
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$1.06B -$152M 3 22.97% Reduced
402
Wealthfront Advisers
Wealthfront Advisers
California
$1.06B +$7.37M 18 2.33% Increased
403
Vident Advisory
Vident Advisory
Georgia
$1.05B +$115M 26 8.92% Increased
404
Cresset Asset Management
Cresset Asset Management
Illinois
$1.04B +$39.3M 20 4.52% Increased
405
HM Payson & Co
HM Payson & Co
Maine
$1.04B -$19.9M 19 15.05% Reduced
406
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$1.04B +$54.6M 5 15.41% Increased
407
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$1.04B -$23.3M 7 19.06% Reduced
408
Empowered Funds
Empowered Funds
Pennsylvania
$1.04B +$781M 21 6.64% Increased
409
EP Wealth Advisors
EP Wealth Advisors
California
$1.03B +$17.5M 17 5.08% Increased
410
Regions Financial Corp
Regions Financial Corp
Alabama
$1.03B -$16.1M 13 6.68% Reduced
411
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$1.03B +$150M 14 13.39% Increased
412
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.03B -$1.29B 2 17.39% Reduced
413
Rakuten Investment Management
Rakuten Investment Management
Japan
$1.02B -$215M 12 2.08% Reduced
414
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$1.02B +$89M 9 6.27% Increased
415
Evercore Wealth Management
Evercore Wealth Management
New York
$1.01B -$47.6M 8 15.94% Reduced
416
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$1.01B -$901M 6 7.64% Reduced
417
Maverick Capital
Maverick Capital
Texas
$1B -$326M 3 11.55% Reduced
418
Boston Trust Walden
Boston Trust Walden
Massachusetts
$995M -$88.1M 7 8.18% Reduced
419
Stockbridge Partners
Stockbridge Partners
Massachusetts
$991M +$32.7M 3 23.94% Increased
420
Baupost Group
Baupost Group
Massachusetts
$988M +$249M 2 19.32% Increased
421
Comgest Global Investors
Comgest Global Investors
France
$986M -$233M 4 21.49% Reduced
422
C WorldWide Group
C WorldWide Group
Denmark
$985M -$171M 3 21.14% Reduced
423
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$982M +$16.7M 22 5.49% Increased
424
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$968M +$2.4M 16 12.78% Increased
425
GRQ
Gardner Russo & Quinn
Pennsylvania
$966M -$184M 5 11.38% Reduced