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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
476
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$206M -$6.27M 9 8.23% Reduced
477
BCIM
Black Creek Investment Management
Ontario, Canada
$204M +$24.2M 1 10.8% Increased
478
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$201M -$3.17M 12 5.67% Reduced
479
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$199M +$309K 3 41.98% Increased
480
NCA
Newbrook Capital Advisors
New York
$198M +$56.1M 3 15.77% Increased
481
Ariel Investments
Ariel Investments
Illinois
$198M +$3.48M 3 2.34% Increased
482
BRIM
Broad Run Investment Management
Virginia
$197M +$2.23M 2 6.89% Increased
483
SW
SVB Wealth
Massachusetts
$197M +$2.39M 9 7.71% Increased
484
AIM
Allen Investment Management
New York
$196M -$3.59M 5 9.42% Reduced
485
Country Trust Bank
Country Trust Bank
Illinois
$195M +$67.7M 9 9.34% Increased
486
Harvest Fund Management
Harvest Fund Management
China
$195M -$4.9M 4 28.38% Reduced
487
Rathbones Group
Rathbones Group
United Kingdom
$195M +$4.67M 7 8.68% Increased
488
WAM
World Asset Management
Michigan
$195M -$21.3M 13 6.72% Reduced
489
PWLP
Prio Wealth Limited Partnership
Massachusetts
$194M -$96.6K 6 9.66% Reduced
490
CAM
Capstone Asset Management
Texas
$192M -$5.33M 13 5.33% Reduced
491
Meag Munich Ergo
Meag Munich Ergo
Germany
$191M +$5.08M 8 8.47% Increased
492
FI
Focused Investors
California
$190M -$87.5M 2 8.09% Reduced
493
SA
SPO Advisory
California
$190M +$191M 1 3.73% New
494
VIM
Veritas Investment Management
United Kingdom
$189M +$2.17M 5 27.69% Increased
495
Douglas Lane & Associates
Douglas Lane & Associates
New York
$188M -$1.65M 6 4.44% Reduced
496
Truist Financial
Truist Financial
North Carolina
$187M -$4.3M 11 3.72% Reduced
497
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$187M +$786K 5 14% Increased
498
Fiduciary Trust
Fiduciary Trust
Massachusetts
$187M +$467K 11 5.72% Increased
499
Brighton Jones LLC
Brighton Jones LLC
Washington
$186M +$2.81M 6 26.24% Increased
500
People's United Financial
People's United Financial
Connecticut
$186M +$11.5M 12 6.3% Increased