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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
401
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$829M -$5.33M 6 19.16% Reduced
402
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$828M -$23.3M 16 12.27% Reduced
403
FAM
Foxhaven Asset Management
Virginia
$828M +$16M 3 22.32% Increased
404
Ossiam
Ossiam
France
$825M -$170M 13 14.46% Reduced
405
Cannell & Spears
Cannell & Spears
New York
$821M +$485M 8 16.98% Increased
406
Whittier Trust
Whittier Trust
California
$819M +$11.7M 23 11.95% Increased
407
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$815M +$29.9M 30 3.96% Increased
408
BI
BlueSpruce Investments
Illinois
$813M +$85.3M 2 14.53% Increased
409
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$812M -$100M 11 19.19% Reduced
410
Saturna Capital
Saturna Capital
Washington
$809M +$28.5M 5 11.16% Increased
411
Capital Wealth Planning
Capital Wealth Planning
Florida
$804M +$34.8M 6 8.59% Increased
412
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$796M -$233M 9 7.6% Reduced
413
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$796M -$4.8M 6 8.31% Reduced
414
MAI Capital Management
MAI Capital Management
Ohio
$795M +$104M 16 8.24% Increased
415
CM
Cercano Management
Washington
$777M -$8.12M 4 21.62% Reduced
416
Eagle Asset Management
Eagle Asset Management
Florida
$772M +$253M 11 3.91% Increased
417
CAM
Contour Asset Management
New York
$770M +$50M 6 30.06% Increased
418
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$768M +$44M 6 15.67% Increased
419
BCP
BSN Capital Partners
United Kingdom
$767M -$202M 3 56.91% Reduced
420
Kestra Advisory Services
Kestra Advisory Services
Texas
$761M +$71M 21 5.1% Increased
421
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$754M +$299M 5 4.52% Increased
422
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$753M -$7.58M 6 15.51% Reduced
423
Welch & Forbes
Welch & Forbes
Massachusetts
$750M +$12.4M 9 10.29% Increased
424
Altshuler Shaham
Altshuler Shaham
Israel
$749M -$217M 6 29.58% Reduced
425
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$738M +$2.96M 4 16.48% Increased