← All themes

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
526
Chilton Investment Company
Chilton Investment Company
Connecticut
$407M +$50.3M 5 11.88% Increased
527
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$398M +$5.46M 13 8% Increased
528
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$397M +$15.6M 21 12.16% Increased
529
Scharf Investments
Scharf Investments
California
$395M -$34.1M 4 11.86% Reduced
530
Stonegate Investment Group
Stonegate Investment Group
Alabama
$395M -$152K 9 14.05% Reduced
531
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$392M +$6.7M 16 8.43% Increased
532
Pinnacle Associates
Pinnacle Associates
New York
$391M +$27.3M 12 6.79% Increased
533
SCM
Silvant Capital Management
Georgia
$391M -$11.8M 7 21.97% Reduced
534
Voloridge Investment Management
Voloridge Investment Management
Florida
$390M -$97.3M 14 1.84% Reduced
535
Canoe Financial
Canoe Financial
Alberta, Canada
$389M -$4.96M 3 8.14% Reduced
536
Bridges Investment Management
Bridges Investment Management
Nebraska
$386M -$7.09M 6 12.97% Reduced
537
Country Trust Bank
Country Trust Bank
Illinois
$386M -$23.1M 8 10.43% Reduced
538
Advisors Asset Management
Advisors Asset Management
Colorado
$385M -$27.7M 18 7.78% Reduced
539
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$383M -$70.3M 11 14.38% Reduced
540
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$382M -$7.45M 6 17.57% Reduced
541
SVB Wealth
SVB Wealth
Massachusetts
$378M -$96M 14 6.84% Reduced
542
ClariVest Asset Management
ClariVest Asset Management
California
$378M -$67M 14 18.97% Reduced
543
SC
SRB Corp
Massachusetts
$375M -$867K 2 22% Reduced
544
Synovus Financial
Synovus Financial
Georgia
$375M -$5.25M 14 4.11% Reduced
545
WhitTier Trust Company
WhitTier Trust Company
Nevada
$374M -$1.41M 18 12.64% Reduced
546
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$373M -$272M 5 2.67% Reduced
547
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$372M -$22.9M 18 3.2% Reduced
548
Maverick Capital
Maverick Capital
Texas
$371M +$37M 12 7.91% Increased
549
FI
Focused Investors
California
$370M -$37.5M 2 12.41% Reduced
550
AKO Capital
AKO Capital
United Kingdom
$367M -$74.9M 1 5.54% Reduced