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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
WhitTier Trust Company
WhitTier Trust Company
Nevada
$519M +$10.5M 18 13.4% Increased
527
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$518M +$4.14M 7 12.04% Increased
528
Chilton Investment Company
Chilton Investment Company
Connecticut
$516M -$561K 5 13.51% Reduced
529
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$513M +$65.7M 12 9.26% Increased
530
Ethic Inc
Ethic Inc
New York
$512M -$27.8M 17 12.93% Reduced
531
Coldstream Capital Management
Coldstream Capital Management
Washington
$510M +$23.3M 14 11.03% Increased
532
Cincinnati Insurance
Cincinnati Insurance
Ohio
$509M $0 1 8.53% Maintained
533
London Company of Virginia
London Company of Virginia
Virginia
$508M -$26.9M 3 2.68% Reduced
534
Close Asset Management
Close Asset Management
United Kingdom
$506M -$223M 12 15.56% Reduced
535
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$506M -$39.4M 9 14.9% Reduced
536
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$505M -$5.74M 18 8.16% Reduced
537
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$505M -$10.1M 9 9.86% Reduced
538
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$501M -$21.6M 7 10.04% Reduced
539
Glenview Trust
Glenview Trust
Kentucky
$500M +$10M 7 9.62% Increased
540
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$489M -$205M 3 1.62% Reduced
541
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$487M +$6.15M 15 1.58% Increased
542
Riverbridge Partners
Riverbridge Partners
Minnesota
$485M -$7.98M 5 6.48% Reduced
543
SC
SRB Corp
Massachusetts
$485M +$10.3M 3 27.16% Increased
544
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$483M +$12.3M 12 8.68% Increased
545
CapitalatWork SA
CapitalatWork SA
$481M -$43.7M 5 16.34% Reduced
546
R.M. Davis Inc
R.M. Davis Inc
Maine
$479M +$6M 7 9.25% Increased
547
Mizuho Securities USA
Mizuho Securities USA
New York
$476M -$86.2M 10 10.23% Reduced
548
Busey Bank
Busey Bank
Illinois
$473M +$1.77M 6 15.43% Increased
549
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$469M +$43.2M 12 13.03% Increased
550
Madison Asset Management
Madison Asset Management
Wisconsin
$467M -$17.9M 7 5.25% Reduced