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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
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$679M -$39.1M 3 10.55% Reduced
452
Tocqueville Asset Management
Tocqueville Asset Management
New York
$674M -$8.97M 8 11.01% Reduced
453
CCLA Investment Management
CCLA Investment Management
United Kingdom
$670M +$4.7M 3 10.29% Increased
454
OFI Invest Asset Management
OFI Invest Asset Management
France
$665M +$65.2M 10 18.03% Increased
455
Bahl & Gaynor
Bahl & Gaynor
Ohio
$662M -$13.5M 7 3.69% Reduced
456
Cetera Advisors
Cetera Advisors
Colorado
$661M +$286M 21 5.21% Increased
457
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$656M +$8.4M 7 7.13% Increased
458
LFDLE
La Financiere de L'Echiquier
France
$653M -$29.1M 7 28.11% Reduced
459
LCP
LGT Capital Partners
Switzerland
$646M -$56.5M 3 20.2% Reduced
460
Lido Advisors
Lido Advisors
California
$645M +$46.3M 16 3.8% Increased
461
CCP
Cryder Capital Partners
United Kingdom
$643M +$55.4M 2 27.97% Increased
462
Capital International Inc
Capital International Inc
California
$642M +$23.2M 8 8.67% Increased
463
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$641M +$55.6M 21 13.77% Increased
464
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$641M -$38.2M 14 5.28% Reduced
465
Great Lakes Advisors
Great Lakes Advisors
Illinois
$641M +$55.9M 10 5.43% Increased
466
D1 Capital Partners
D1 Capital Partners
New York
$638M -$141M 3 9.71% Reduced
467
Wealthfront Advisers
Wealthfront Advisers
California
$638M +$19.2M 15 2.23% Increased
468
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$635M -$21M 13 7.89% Reduced
469
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$634M +$29.5M 12 11.96% Increased
470
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$626M +$25.9M 12 14.69% Increased
471
EP Wealth Advisors
EP Wealth Advisors
California
$625M +$13.4M 12 7.3% Increased
472
MRG
Milestone Resources Group
British Virgin Islands
$624M +$454K 3 21.95% Increased
473
FFA
First Foundation Advisors
California
$620M -$10.7M 7 24.82% Reduced
474
FCI
Financial Counselors Inc
Kansas
$619M -$24.9M 7 10.44% Reduced
475
Perpetual Ltd
Perpetual Ltd
Australia
$618M -$7.45M 6 6.04% Reduced