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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
651
SVB Wealth
SVB Wealth
Massachusetts
$368M -$39.2M 12 9.1% Reduced
652
CA
Cornerstone Advisors
North Carolina
$367M -$1.66M 5 14.9% Reduced
653
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$367M +$5.82M 12 12.55% Increased
654
Stephens Inc
Stephens Inc
Arkansas
$366M +$17.2M 11 5.59% Increased
655
BG
Bollard Group
Massachusetts
$366M +$6.66M 7 10.32% Increased
656
Braun Stacey Associates
Braun Stacey Associates
New York
$363M +$4.57M 4 14.07% Increased
657
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$360M -$5.26M 9 12.58% Reduced
658
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$360M -$4.36M 9 11.23% Reduced
659
MC
Maplelane Capital
New York
$360M -$136M 3 12.33% Reduced
660
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$359M -$151M 5 20.83% Reduced
661
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$359M -$2.98M 12 13.42% Reduced
662
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$359M -$4.73M 4 50.59% Reduced
663
Gotham Asset Management
Gotham Asset Management
New York
$358M +$7.65M 19 4.63% Increased
664
Northeast Investment Management
Northeast Investment Management
Massachusetts
$356M -$2M 7 16.76% Reduced
665
BNP Paribas
BNP Paribas
France
$349M -$14.2M 13 17.55% Reduced
666
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$348M -$36M 14 5.16% Reduced
667
GPCM
Greenbrier Partners Capital Management
Texas
$346M +$6.09M 4 28.53% Increased
668
Profund Advisors
Profund Advisors
Maryland
$346M -$11.8M 16 12.82% Reduced
669
FI
Focused Investors
California
$345M -$50.2M 2 11.22% Reduced
670
Slate Path Capital
Slate Path Capital
New York
$345M +$150M 2 6.56% Increased
671
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$342M -$21.1M 5 34.15% Reduced
672
TFP
Triple Frond Partners
California
$339M -$10.2M 3 39.74% Reduced
673
NEI
Northwest & Ethical Investments
Ontario, Canada
$338M -$7.95M 7 9.71% Reduced
674
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$337M -$1.84M 6 21.33% Reduced
675
EC
Eminence Capital
New York
$337M +$41.1M 2 5.43% Increased