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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
426
B
BP
United Kingdom
$318M -$7.14M 9 11.78% Reduced
427
GRQ
Gardner Russo & Quinn
Pennsylvania
$314M +$70.8M 4 2.45% Increased
428
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$312M +$16.1M 4 7.59% Increased
429
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$312M -$308K 2 11.05% Reduced
430
TAM
Tiverton Asset Management
Delaware
$312M +$13.3M 16 10.82% Increased
431
Ariel Investments
Ariel Investments
Illinois
$311M -$16.9M 2 4.15% Reduced
432
Achmea Investment Management
Achmea Investment Management
Netherlands
$311M +$7.7M 13 12.27% Increased
433
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$311M +$85M 12 8.15% Increased
434
Bartlett & Co
Bartlett & Co
Ohio
$311M +$85M 12 8.16% Increased
435
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$310M +$11M 9 6.03% Increased
436
HM Payson & Co
HM Payson & Co
Maine
$310M +$16.9M 16 10.91% Increased
437
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$308M +$1.77M 7 5.41% Increased
438
AIA Group
AIA Group
Hong Kong
$308M -$20.1M 1 66.63% Reduced
439
Waverton Investment Management
Waverton Investment Management
United Kingdom
$307M -$38.3M 3 15.67% Reduced
440
IFM Investors
IFM Investors
Australia
$306M +$106M 13 11.31% Increased
441
Mariner
Mariner
Kansas
$305M -$3.93M 10 3.65% Reduced
442
Cardano Risk Management
Cardano Risk Management
Netherlands
$305M +$11.2M 3 65.62% Increased
443
HMP
HS Management Partners
New York
$302M +$43.1M 2 10.03% Increased
444
First Foundation Advisors
First Foundation Advisors
California
$302M +$7.46M 7 16.1% Increased
445
Light Street Capital Management
Light Street Capital Management
California
$302M +$24.7M 5 21.63% Increased
446
H&H International Investment
H&H International Investment
California
$301M +$41.5M 2 19.09% Increased
447
Truist Financial
Truist Financial
North Carolina
$301M +$1.3M 12 5.17% Increased
448
Voloridge Investment Management
Voloridge Investment Management
Florida
$299M +$177M 7 5.19% Increased
449
TIAA FSB
TIAA FSB
Florida
$299M -$5.15M 8 1.55% Reduced
450
Country Trust Bank
Country Trust Bank
Illinois
$298M -$1.49M 10 12.88% Reduced