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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
426
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$969M +$17.7M 4 17.78% Increased
427
Groupama Asset Management
Groupama Asset Management
France
$961M +$43.5M 8 15.83% Increased
428
Wealthfront Advisers
Wealthfront Advisers
California
$961M +$60M 15 2.47% Increased
429
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$959M -$57.6M 7 19.47% Reduced
430
AKO Capital
AKO Capital
United Kingdom
$953M +$14M 2 12.03% Increased
431
Congress Asset Management
Congress Asset Management
Massachusetts
$941M +$49.4M 9 6.46% Increased
432
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$934M +$8.91M 7 12.17% Increased
433
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$933M +$53.2M 7 16.85% Increased
434
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$930M +$50M 10 2.42% Increased
435
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$921M +$20.8M 11 8.26% Increased
436
AE Wealth Management
AE Wealth Management
Kansas
$920M +$63M 19 6.72% Increased
437
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$916M -$6.26M 19 13.58% Reduced
438
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$915M +$51.7M 18 6.26% Increased
439
Cresset Asset Management
Cresset Asset Management
Illinois
$913M -$146M 19 4.54% Reduced
440
SCGE Management
SCGE Management
California
$911M +$420M 4 19.1% Increased
441
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$909M +$14.2M 6 16% Increased
442
H&H International Investment
H&H International Investment
California
$909M +$101M 3 7.88% Increased
443
GRQ
Gardner Russo & Quinn
Pennsylvania
$909M -$2.84M 4 9.66% Reduced
444
Welch & Forbes
Welch & Forbes
Massachusetts
$906M -$1.89M 9 11.31% Reduced
445
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$899M -$52.3M 4 8.42% Reduced
446
&Partners
&Partners
Tennessee
$897M +$173M 20 6.88% Increased
447
Silvercrest Asset Management
Silvercrest Asset Management
New York
$896M -$41M 11 6.02% Reduced
448
Cannell & Spears
Cannell & Spears
New York
$891M -$3.16M 8 17.99% Reduced
449
Sanctuary Advisors
Sanctuary Advisors
Indiana
$890M +$29.5M 21 5.51% Increased
450
Walleye Capital
Walleye Capital
New York
$887M +$280M 29 3.45% Increased