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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
Whittier Trust
Whittier Trust
California
$984M +$764K 22 12.96% Increased
402
CIP
Champlain Investment Partners
Vermont
$981M -$109M 4 6.21% Reduced
403
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$976M +$32.9M 23 7.87% Increased
404
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$975M -$4.83M 11 22.73% Reduced
405
Mutual of America Capital Management
Mutual of America Capital Management
New York
$974M -$28M 15 10.46% Reduced
406
Aware Super
Aware Super
Australia
$963M +$925M 9 15.35% New
407
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$959M +$6.97M 15 13.91% Increased
408
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$956M +$50.9M 6 20.8% Increased
409
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$955M +$922M 2 17.76% New
410
Regions Financial Corp
Regions Financial Corp
Alabama
$952M -$6.68M 11 6.99% Reduced
411
Manning & Napier Advisors
Manning & Napier Advisors
New York
$945M +$26.2M 3 10.78% Increased
412
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$941M +$108M 20 4.26% Increased
413
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$940M +$117M 19 7.97% Increased
414
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$939M +$19.6M 28 8.33% Increased
415
Kestra Advisory Services
Kestra Advisory Services
Texas
$939M -$76.5M 22 5.13% Reduced
416
HM Payson & Co
HM Payson & Co
Maine
$938M +$9.59M 18 15.91% Increased
417
Phoenix Financial
Phoenix Financial
Israel
$936M +$241K 9 12.77% Increased
418
Erste Asset Management
Erste Asset Management
Austria
$933M +$94.8M 12 11.44% Increased
419
Silvercrest Asset Management
Silvercrest Asset Management
New York
$932M +$31.6M 12 6.23% Increased
420
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$926M +$54.8M 22 13.99% Increased
421
SC US (TTGP)
SC US (TTGP)
California
$919M -$217M 1 7.41% Reduced
422
FAM
Foxhaven Asset Management
Virginia
$916M +$16.9M 3 24.57% Increased
423
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$915M -$2.11M 21 12.51% Reduced
424
Saturna Capital
Saturna Capital
Washington
$907M +$651K 6 12.3% Increased
425
LSV Asset Management
LSV Asset Management
Illinois
$884M -$93.5M 11 2.04% Reduced