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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
CCLA Investment Management
CCLA Investment Management
United Kingdom
$726M -$21.3M 3 11.18% Reduced
452
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$725M -$37.9M 12 13.15% Reduced
453
AKO Capital
AKO Capital
United Kingdom
$722M +$211M 2 9.93% Increased
454
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$721M +$21.2M 13 8.69% Increased
455
Tocqueville Asset Management
Tocqueville Asset Management
New York
$716M -$34.5M 8 11.82% Reduced
456
EP Wealth Advisors
EP Wealth Advisors
California
$713M +$23.5M 12 7.57% Increased
457
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$711M -$30.2M 7 15.23% Reduced
458
Perpetual Ltd
Perpetual Ltd
Australia
$703M +$9.34M 9 7.64% Increased
459
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$703M +$75.9M 5 4.4% Increased
460
Bahl & Gaynor
Bahl & Gaynor
Ohio
$703M -$6.81M 7 3.93% Reduced
461
TA
Trivest Advisors
Hong Kong
$702M -$35.6M 3 36.4% Reduced
462
Wealthfront Advisers
Wealthfront Advisers
California
$701M +$3.35M 15 2.36% Increased
463
Groupama Asset Management
Groupama Asset Management
France
$700M +$170M 7 9.5% Increased
464
MRG
Milestone Resources Group
British Virgin Islands
$697M +$567K 3 23.89% Increased
465
Kodai Capital Management
Kodai Capital Management
Illinois
$697M +$264M 6 13.27% Increased
466
FCI
Financial Counselors Inc
Kansas
$689M +$6.87M 8 11.09% Increased
467
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$689M +$2.81M 13 16.14% Increased
468
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$684M +$17.6M 8 14.15% Increased
469
Private Advisor Group
Private Advisor Group
New Jersey
$681M +$29.3M 22 4.57% Increased
470
Marsico Capital Management
Marsico Capital Management
Colorado
$680M +$44.3M 3 20.35% Increased
471
Ossiam
Ossiam
France
$676M -$217M 14 12.81% Reduced
472
OFI Invest Asset Management
OFI Invest Asset Management
France
$674M -$66.4M 10 17.9% Reduced
473
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$672M +$235M 13 9.55% Increased
474
First Foundation Advisors
First Foundation Advisors
California
$672M -$2.27M 7 25.66% Reduced
475
Prudential plc
Prudential plc
United Kingdom
$666M +$34.2M 16 4.49% Increased