← 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
426
Daiwa Securities Group
Daiwa Securities Group
Japan
$597M -$14.1M 17 4.02% Reduced
427
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$596M +$14.5M 18 13.76% Increased
428
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$590M +$11.4M 3 13.42% Increased
429
MML Investors Services
MML Investors Services
Massachusetts
$590M +$29.6M 19 4.96% Increased
430
TIAA FSB
TIAA FSB
Florida
$588M -$33.3M 8 2.02% Reduced
431
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$587M -$15.6M 11 14.59% Reduced
432
Mirova US
Mirova US
Massachusetts
$586M +$63.2M 4 15.71% Increased
433
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$581M +$22.6M 13 11.07% Increased
434
Bartlett & Co
Bartlett & Co
Ohio
$581M +$22.6M 13 11.08% Increased
435
Whittier Trust
Whittier Trust
California
$580M +$593K 19 10.34% Increased
436
Hosking Partners
Hosking Partners
United Kingdom
$576M -$15.5M 8 12.78% Reduced
437
Standard Investments
Standard Investments
New York
$576M $0 2 13.34% Maintained
438
First Foundation Advisors
First Foundation Advisors
California
$574M -$7.59M 9 22.12% Reduced
439
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$569M -$275M 3 31.03% Reduced
440
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$568M +$72.6M 6 31.11% Increased
441
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$564M +$3.62M 9 13.85% Increased
442
HM Payson & Co
HM Payson & Co
Maine
$557M +$3.16M 18 13.57% Increased
443
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$553M -$117M 5 13.63% Reduced
444
RBC Europe
RBC Europe
United Kingdom
$551M +$20.7M 16 24.94% Increased
445
Prudential plc
Prudential plc
United Kingdom
$550M -$1.06B 15 5.1% Reduced
446
Banco Santander
Banco Santander
Spain
$548M +$178M 10 3.06% Increased
447
MVP
Miller Value Partners
Florida
$548M +$16.6M 5 13.04% Increased
448
Squarepoint
Squarepoint
New York
$547M +$41.4M 22 2.08% Increased
449
Antipodes Partners
Antipodes Partners
Australia
$547M +$53.6M 4 19.72% Increased
450
Welch & Forbes
Welch & Forbes
Massachusetts
$547M +$10.1M 12 9.23% Increased