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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
TA
Trivest Advisors
Hong Kong
$1.09B +$351M 8 34.79% Increased
427
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$1.09B +$13.3M 7 18.98% Increased
428
Maverick Capital
Maverick Capital
Texas
$1.08B +$62.9M 5 14.48% Increased
429
H&H International Investment
H&H International Investment
California
$1.08B -$155M 3 7.37% Reduced
430
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$1.08B +$261M 16 14.08% Increased
431
MG
Meritage Group
California
$1.08B $0 2 30.79% Maintained
432
INTECH Investment Management
INTECH Investment Management
Florida
$1.08B -$77M 24 9.6% Reduced
433
Mutual of America Capital Management
Mutual of America Capital Management
New York
$1.08B -$34.3M 17 11.34% Reduced
434
Bahl & Gaynor
Bahl & Gaynor
Ohio
$1.07B +$6.77M 7 5.31% Increased
435
Congress Asset Management
Congress Asset Management
Massachusetts
$1.07B -$15.3M 9 7.09% Reduced
436
John W. Bristol & Co
John W. Bristol & Co
New York
$1.06B -$41.8M 5 16.76% Reduced
437
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.06B -$24.7M 12 24.92% Reduced
438
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$1.06B -$6.82M 7 20.23% Reduced
439
Close Asset Management
Close Asset Management
United Kingdom
$1.06B +$95M 12 23.46% Increased
440
Groupama Asset Management
Groupama Asset Management
France
$1.05B +$4M 9 15.38% Increased
441
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$1.05B +$92.5M 6 14.08% Increased
442
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$1.05B +$31.6M 18 6.36% Increased
443
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.05B -$1.49M 9 2.54% Reduced
444
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$1.04B +$94.5M 11 6.54% Increased
445
Sanctuary Advisors
Sanctuary Advisors
Indiana
$1.04B +$21.3M 21 5.98% Increased
446
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$1.04B +$14.1M 6 16.85% Increased
447
Welch & Forbes
Welch & Forbes
Massachusetts
$1.04B -$4.91M 9 12.49% Reduced
448
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$1.04B -$9.07M 11 8.65% Reduced
449
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.03B -$166M 8 21.48% Reduced
450
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.03B +$454M 5 13.96% Increased