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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
Phoenix Financial
Phoenix Financial
Israel
$865M -$57.2M 9 12.78% Reduced
402
Silvercrest Asset Management
Silvercrest Asset Management
New York
$865M -$55.8M 10 5.89% Reduced
403
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$865M +$453K 19 11.8% Increased
404
HM Payson & Co
HM Payson & Co
Maine
$864M +$48.4M 19 14.82% Increased
405
SC US (TTGP)
SC US (TTGP)
California
$860M -$1.69M 1 6.28% Reduced
406
Clal Insurance
Clal Insurance
Israel
$859M +$80.2M 4 7.6% Increased
407
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$856M +$74.6M 27 7.91% Increased
408
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$854M +$68.3M 8 22.75% Increased
409
TC
Tairen Capital
Hong Kong
$849M -$94.6M 6 30.08% Reduced
410
MAI Capital Management
MAI Capital Management
Ohio
$848M -$26M 13 8.07% Reduced
411
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$846M +$84.5M 3 17.64% Increased
412
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$840M -$29M 6 18.02% Reduced
413
Cannell & Spears
Cannell & Spears
New York
$830M +$46K 7 16.33% Increased
414
Manning & Napier Advisors
Manning & Napier Advisors
New York
$827M +$14.2M 3 9.1% Increased
415
Achmea Investment Management
Achmea Investment Management
Netherlands
$827M +$23.6M 11 13.63% Increased
416
AKO Capital
AKO Capital
United Kingdom
$822M +$124M 2 10.71% Increased
417
Erste Asset Management
Erste Asset Management
Austria
$818M +$52.7M 12 9.79% Increased
418
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$816M +$56.9M 23 13.13% Increased
419
Lido Advisors
Lido Advisors
California
$811M +$65.4M 15 4.04% Increased
420
FAM
Foxhaven Asset Management
Virginia
$811M -$76.6M 3 22.69% Reduced
421
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$810M +$92.4M 13 14.13% Increased
422
Sanctuary Advisors
Sanctuary Advisors
Indiana
$806M -$99.6M 20 5.1% Reduced
423
Welch & Forbes
Welch & Forbes
Massachusetts
$804M +$6.3M 9 10.23% Increased
424
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$800M -$1.23M 6 15.48% Reduced
425
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$790M +$28.8M 4 16.11% Increased