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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
451
Mutual of America Capital Management
Mutual of America Capital Management
New York
$173M -$2.65M 10 3.68% Reduced
452
GVI
Green Valley Investors
Delaware
$171M -$55.8M 1 5.24% Reduced
453
CEP
Chicago Equity Partners
Illinois
$171M -$4.42M 6 4.99% Reduced
454
SRIM
Saratoga Research & Investment Management
California
$170M +$3.57M 4 15.28% Increased
455
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$168M +$11.7M 8 6.5% Increased
456
Country Trust Bank
Country Trust Bank
Illinois
$168M -$5.66M 7 9.02% Reduced
457
PCM
Pennant Capital Management
New Jersey
$166M +$31.9M 1 4.26% Increased
458
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$166M +$8.75M 10 7.33% Increased
459
Gabelli Funds
Gabelli Funds
New York
$165M -$7.68M 6 0.97% Reduced
460
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$164M -$29M 3 2.07% Reduced
461
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$164M +$19.4M 1 3.07% Increased
462
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$163M +$6.88M 10 7.36% Increased
463
ESG
Emerging Sovereign Group
New York
$162M +$114M 2 11.11% Increased
464
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$161M +$3.98M 11 3.7% Increased
465
Daiwa Securities Group
Daiwa Securities Group
Japan
$161M -$1.93M 12 0.96% Reduced
466
PC
Passport Capital
California
$160M -$145M 5 2.93% Reduced
467
MVIP
Mar Vista Investment Partners
California
$160M +$38.5M 4 9.47% Increased
468
Evercore Wealth Management
Evercore Wealth Management
New York
$160M +$19.1M 12 7.03% Increased
469
MICM
Matthews International Capital Management
California
$157M +$15.9M 1 6.88% Increased
470
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$157M -$6.54M 8 7.06% Reduced
471
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$157M -$91.2M 3 3.71% Reduced
472
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$157M -$203K 7 4.14% Reduced
473
PWLP
Prio Wealth Limited Partnership
Massachusetts
$157M +$2.02M 6 8.59% Increased
474
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$156M -$7.25M 5 14.41% Reduced
475
VIM
Veritas Investment Management
United Kingdom
$154M +$1.95M 5 29.76% Increased