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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
Maverick Capital
Maverick Capital
Texas
$797M +$105M 9 14.35% Increased
452
Troy Asset Management
Troy Asset Management
United Kingdom
$797M +$38.9M 2 26.26% Increased
453
GF Fund Management
GF Fund Management
China
$793M +$766M 7 17.15% New
454
AKO Capital
AKO Capital
United Kingdom
$791M -$68.5M 2 10.93% Reduced
455
EP Wealth Advisors
EP Wealth Advisors
California
$788M -$17.2M 13 6.43% Reduced
456
BAMCO Inc
BAMCO Inc
New York
$784M +$2.89M 7 2.03% Increased
457
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$777M -$82M 14 14.49% Reduced
458
Groupama Asset Management
Groupama Asset Management
France
$775M -$46.8M 8 15.72% Reduced
459
Wealthfront Advisers
Wealthfront Advisers
California
$772M +$50.7M 15 2.26% Increased
460
Groupe la Francaise
Groupe la Francaise
France
$771M +$756M 12 19.09% New
461
Bahl & Gaynor
Bahl & Gaynor
Ohio
$765M +$86.6M 7 4.05% Increased
462
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$764M -$12.1M 13 12.92% Reduced
463
AE Wealth Management
AE Wealth Management
Kansas
$763M +$49.2M 15 6.47% Increased
464
DJE Kapital
DJE Kapital
Germany
$760M +$735M 6 17.8% New
465
Private Advisor Group
Private Advisor Group
New Jersey
$759M +$41.1M 19 4.27% Increased
466
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$753M +$720M 10 24.44% New
467
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$752M +$187M 10 5.26% Increased
468
CM
Cercano Management
Washington
$748M +$2.27M 5 19.02% Increased
469
Mizuho Securities USA
Mizuho Securities USA
New York
$733M +$219M 9 13.35% Increased
470
CCLA Investment Management
CCLA Investment Management
United Kingdom
$733M -$1.72M 3 11.63% Reduced
471
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$732M -$21.5M 15 8.9% Reduced
472
Capital International Inc
Capital International Inc
California
$730M +$80.4M 7 8.6% Increased
473
Tocqueville Asset Management
Tocqueville Asset Management
New York
$729M +$141K 8 11.43% Increased
474
FCI
Financial Counselors Inc
Kansas
$728M +$3.52M 8 10.63% Increased
475
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$727M -$43.7M 14 6.99% Reduced