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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
Fiduciary Trust
Fiduciary Trust
Massachusetts
$555M -$13.9M 12 9.13% Reduced
477
Banco Santander
Banco Santander
Spain
$550M +$22M 15 2.96% Increased
478
Riverbridge Partners
Riverbridge Partners
Minnesota
$548M +$20.2M 6 5.42% Increased
479
Beck Mack & Oliver
Beck Mack & Oliver
New York
$548M -$7.5M 5 13.05% Reduced
480
Meitav Investment House
Meitav Investment House
Israel
$548M +$60.1M 11 8.92% Increased
481
Gofen & Glossberg
Gofen & Glossberg
Illinois
$545M -$7.91M 8 11.76% Reduced
482
Oppenheimer & Co
Oppenheimer & Co
New York
$545M -$7.08M 20 9.52% Reduced
483
MUFG Americas
MUFG Americas
New York
$542M -$38.6M 13 10.15% Reduced
484
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$538M +$500M 25 5.24% New
485
ClariVest Asset Management
ClariVest Asset Management
California
$536M -$15.8M 14 16.47% Reduced
486
GIM
Genesis Investment Management
United Kingdom
$531M -$263M 2 26.18% Reduced
487
Hosking Partners
Hosking Partners
United Kingdom
$527M -$13.3M 8 12.74% Reduced
488
Zacks Investment Management
Zacks Investment Management
Illinois
$526M +$22.2M 8 7.39% Increased
489
Kestra Advisory Services
Kestra Advisory Services
Texas
$526M -$70.9M 20 5.32% Reduced
490
Bridgewater Associates
Bridgewater Associates
Connecticut
$524M +$122M 5 3.05% Increased
491
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$521M +$31.9M 31 7.92% Increased
492
BOK Financial
BOK Financial
Oklahoma
$520M +$16.6M 14 8.04% Increased
493
Pacer Advisors
Pacer Advisors
Pennsylvania
$518M +$41.6M 18 5.31% Increased
494
Erste Asset Management
Erste Asset Management
Austria
$518M -$4.4M 12 9.33% Reduced
495
Securian Asset Management
Securian Asset Management
Minnesota
$516M -$3.87M 11 9.53% Reduced
496
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$514M +$9.3M 7 10.72% Increased
497
SVB Wealth
SVB Wealth
Massachusetts
$513M -$20.3M 12 8.41% Reduced
498
MRG
Milestone Resources Group
British Virgin Islands
$510M $0 3 20.9% Maintained
499
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$506M +$14.5M 15 10.57% Increased
500
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$503M -$2.97M 9 6.15% Reduced