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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
501
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$575M -$15.1M 3 10.44% Reduced
502
Perpetual Ltd
Perpetual Ltd
Australia
$575M +$29.2M 10 6.94% Increased
503
Oppenheimer & Co
Oppenheimer & Co
New York
$574M -$1.82M 18 8.67% Reduced
504
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$572M -$14.9M 11 8.49% Reduced
505
Antipodes Partners
Antipodes Partners
Australia
$569M +$25.5M 6 17.83% Increased
506
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$568M -$158M 4 5.89% Reduced
507
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$567M +$1.32M 15 11.29% Increased
508
Third Point
Third Point
New York
$565M -$355M 2 8.63% Reduced
509
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$565M +$135M 6 9.13% Increased
510
Advisors Capital Management
Advisors Capital Management
New Jersey
$560M -$16.6M 8 8.66% Reduced
511
&Partners
&Partners
Tennessee
$558M +$62.4M 17 5.93% Increased
512
Sterling Capital Management
Sterling Capital Management
North Carolina
$557M -$43.7M 26 8.65% Reduced
513
Vident Advisory
Vident Advisory
Georgia
$552M +$128M 23 8.06% Increased
514
Cercano Management
Cercano Management
Washington
$549M -$115M 4 16.14% Reduced
515
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$548M +$38.2M 13 9.92% Increased
516
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$544M +$5.29M 7 19.43% Increased
517
First Foundation Advisors
First Foundation Advisors
California
$540M -$17.6M 6 21.98% Reduced
518
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$539M -$8.97M 14 7.84% Reduced
519
Mizuho Securities USA
Mizuho Securities USA
New York
$539M -$110M 9 11.63% Reduced
520
Beck Mack & Oliver
Beck Mack & Oliver
New York
$537M -$13.6M 6 10.73% Reduced
521
Douglas Lane & Associates
Douglas Lane & Associates
New York
$536M -$13.7M 9 7.89% Reduced
522
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$534M +$23M 14 6% Increased
523
Dorsal Capital Management
Dorsal Capital Management
California
$531M -$168K 3 16.22% Reduced
524
Marsico Capital Management
Marsico Capital Management
Colorado
$529M -$100M 3 18.15% Reduced
525
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$528M -$11.5M 8 12.89% Reduced