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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
451
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$599M +$8.23M 23 5.58% Increased
452
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$599M +$4.4M 15 8.33% Increased
453
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$593M -$30.4M 1 5.04% Reduced
454
CCLA Investment Management
CCLA Investment Management
United Kingdom
$590M +$163M 3 9.65% Increased
455
LBP AM
LBP AM
France
$590M -$6.44M 10 13.01% Reduced
456
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$582M +$201M 14 7.22% Increased
457
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$582M +$2.36M 9 6.83% Increased
458
Verition Fund Management
Verition Fund Management
Connecticut
$578M +$333M 24 4.52% Increased
459
Hyperion Asset Management
Hyperion Asset Management
Australia
$576M -$74.8M 3 23.69% Reduced
460
FCI
Financial Counselors Inc
Kansas
$574M -$3.93M 7 10.24% Reduced
461
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$573M +$20M 28 7.75% Increased
462
ROIC
Route One Investment Company
California
$572M $0 3 11.57% Maintained
463
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$569M -$48.7M 11 20.85% Reduced
464
London Company of Virginia
London Company of Virginia
Virginia
$568M -$28.8M 3 3.2% Reduced
465
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$568M $0 2 20.27% Maintained
466
Antipodes Partners
Antipodes Partners
Australia
$567M -$83.3M 4 17.7% Reduced
467
FFA
First Foundation Advisors
California
$564M -$48.9M 6 25.7% Reduced
468
Capital International Inc
Capital International Inc
California
$563M +$60.6M 9 8.77% Increased
469
Perpetual Ltd
Perpetual Ltd
Australia
$560M -$99.2M 7 5.77% Reduced
470
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$559M -$39.9M 13 11.62% Reduced
471
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$557M -$193M 7 6.26% Reduced
472
MRG
Milestone Resources Group
British Virgin Islands
$556M +$33.1M 3 22.88% Increased
473
Quilter Plc
Quilter Plc
United Kingdom
$556M -$1.4B 5 18.78% Reduced
474
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$554M -$32.2M 9 4.99% Reduced
475
Wealthfront Advisers
Wealthfront Advisers
California
$549M +$10.3M 15 2.11% Increased