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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
526
SpiderRock Advisors
SpiderRock Advisors
Delaware
$552M +$95.4M 11 11.09% Increased
527
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$551M +$26M 18 10.53% Increased
528
Munro Partners
Munro Partners
Australia
$543M -$3.15M 3 20.12% Reduced
529
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$543M -$112M 18 9.07% Reduced
530
Voloridge Investment Management
Voloridge Investment Management
Florida
$542M -$397M 14 2.01% Reduced
531
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$541M -$3.89M 9 11.09% Reduced
532
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$533M +$738K 6 13.19% Increased
533
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$533M +$13.2M 7 11% Increased
534
Fullerton Fund Management
Fullerton Fund Management
Singapore
$532M +$11.3M 5 23.87% Increased
535
WhitTier Trust Company
WhitTier Trust Company
Nevada
$531M +$6.8M 18 14.77% Increased
536
Cincinnati Insurance
Cincinnati Insurance
Ohio
$529M $0 1 8.74% Maintained
537
Penserra Capital Management
Penserra Capital Management
California
$526M +$41.7M 24 6.66% Increased
538
Atria Wealth Solutions
Atria Wealth Solutions
New York
$526M -$9.8M 19 5.8% Reduced
539
Riverbridge Partners
Riverbridge Partners
Minnesota
$518M -$8.8M 5 7.04% Reduced
540
Chilton Investment Company
Chilton Investment Company
Connecticut
$513M +$2.83M 6 14.46% Increased
541
Pinnacle Associates
Pinnacle Associates
New York
$512M -$5.59M 11 8.01% Reduced
542
Madison Asset Management
Madison Asset Management
Wisconsin
$510M -$19.6M 8 6.31% Reduced
543
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$509M +$17.4M 7 3.74% Increased
544
KCM
Kensico Capital Management
Connecticut
$508M +$9.7M 3 15.82% Increased
545
Wolverine Trading
Wolverine Trading
Illinois
$508M -$1.55B 19 0.53% Reduced
546
EQF
Evergreen Quality Fund
Cayman Islands
$508M +$410M 3 20.94% Increased
547
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$506M +$34.5M 15 9.49% Increased
548
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$503M -$2.79M 4 17.17% Reduced
549
Coldstream Capital Management
Coldstream Capital Management
Washington
$502M +$35.4M 12 12.23% Increased
550
R.M. Davis Inc
R.M. Davis Inc
Maine
$500M +$2.5M 7 10.16% Increased