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 |
Stockbridge Partners
Boston,
Massachusetts
| $1.05B | -$96.1M | 2 | 20.51% | Reduced |
|
| 402 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| $1.05B | $0 | 3 | 25.29% | Maintained |
|
| 403 |
HM Payson & Co
Portland,
Maine
| $1.04B | +$7.21M | 19 | 16.51% | Increased |
|
| 404 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.04B | +$7.92M | 16 | 14.55% | Increased |
|
| 405 |
First Pacific Advisors
El Segundo,
California
| $1.04B | -$13M | 3 | 14.85% | Reduced |
|
| 406 |
Steward Partners Investment Advisory
New York
| $1.04B | +$20.2M | 28 | 8.1% | Increased |
|
| 407 |
Kestra Advisory Services
Austin,
Texas
| $1.03B | +$42.9M | 24 | 5% | Increased |
|
| 408 |
Aware Super
Sydney,
Australia
| $1.02B | +$19.5M | 11 | 15.02% | Increased |
|
| 409 |
Saturna Capital
Bellingham,
Washington
| $1.02B | +$1.34M | 6 | 13.83% | Increased |
|
| 410 |
Evercore Wealth Management
New York
| $1.02B | -$21.4M | 9 | 15.87% | Reduced |
|
| 411 |
Cullen/Frost Bankers
San Antonio,
Texas
| $1.01B | -$3.21M | 21 | 12.66% | Reduced |
|
| 412 |
Orbis Allan Gray
Hamilton,
Bermuda
| $1.01B | -$156M | 2 | 4.9% | Reduced |
|
| 413 |
Banco Santander
Madrid,
Spain
| $1B | +$44.2M | 13 | 9.51% | Increased |
|
| 414 |
Mutual of America Capital Management
New York
| $998M | -$12.6M | 15 | 10.76% | Reduced |
|
| 415 |
John W. Bristol & Co
New York
| $998M | -$63.1M | 5 | 16.17% | Reduced |
|
| 416 |
Maverick Capital
Dallas,
Texas
| $998M | +$78.3M | 7 | 14.98% | Increased |
|
| 417 |
ValueAct Holdings
San Francisco,
California
| $995M | +$783M | 2 | 17.76% | Increased |
|
| 418 |
OP Asset Management
Helsinki,
| $989M | +$7.78M | 18 | 14.56% | Increased |
|
| 419 |
Capital International Inc
Los Angeles,
California
| $984M | +$124M | 7 | 9.56% | Increased |
|
| 420 |
Bahl & Gaynor
Cincinnati,
Ohio
| $983M | +$55.2M | 7 | 4.98% | Increased |
|
| 421 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $980M | -$14.8M | 12 | 24.34% | Reduced |
|
| 422 |
Mirova US
Boston,
Massachusetts
| $977M | +$157M | 1 | 10.11% | Increased |
|
| 423 |
EP Wealth Advisors
Torrance,
California
| $973M | +$93.6M | 14 | 6.4% | Increased |
|
| 424 |
Voloridge Investment Management
Jupiter,
Florida
| $973M | +$91.6M | 7 | 3.58% | Increased |
|
| 425 |
Troy Asset Management
London,
United Kingdom
| $969M | $0 | 2 | 26.48% | Maintained |
|