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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
Canoe Financial
Canoe Financial
Alberta, Canada
$629M +$31.4M 3 8.96% Increased
527
Norinchukin Bank
Norinchukin Bank
Japan
$628M +$66.8M 9 9.35% Increased
528
Avanza Fonder
Avanza Fonder
Sweden
$626M +$53.4M 11 18.55% Increased
529
Avantax Advisory Services
Avantax Advisory Services
Texas
$625M +$26.2M 22 3.44% Increased
530
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$625M -$35.4M 6 19.01% Reduced
531
Chilton Investment Company
Chilton Investment Company
Connecticut
$623M -$11.6M 7 13.84% Reduced
532
Argent Capital Management
Argent Capital Management
Missouri
$621M -$2.66M 6 17.76% Reduced
533
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$621M -$3.04M 17 10.03% Reduced
534
Nomura Holdings
Nomura Holdings
Japan
$619M -$151M 16 1.29% Reduced
535
Antipodes Partners
Antipodes Partners
Australia
$618M -$58.6M 4 19.17% Reduced
536
Glenview Trust
Glenview Trust
Kentucky
$617M +$11.6M 7 10.68% Increased
537
Curi RMB Capital
Curi RMB Capital
Illinois
$614M +$105M 13 11.65% Increased
538
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$613M +$41.4M 13 5% Increased
539
OFI Invest Asset Management
OFI Invest Asset Management
France
$612M +$11.6M 11 15.18% Increased
540
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$609M -$27.9M 7 23.51% Reduced
541
Vinva Investment Management
Vinva Investment Management
Australia
$606M +$144M 13 15.76% Increased
542
Sapient Capital
Sapient Capital
Indiana
$606M -$22.1M 6 10.85% Reduced
543
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$599M +$2.15M 6 13.26% Increased
544
UMB Bank
UMB Bank
Missouri
$597M -$31.3M 20 9.31% Reduced
545
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$597M +$14.7M 6 10.72% Increased
546
Capital International Sarl
Capital International Sarl
California
$596M +$11.4M 8 11.45% Increased
547
Gabelli Funds
Gabelli Funds
New York
$595M -$21.8M 11 4.23% Reduced
548
Crake Asset Management
Crake Asset Management
United Kingdom
$595M -$124M 3 31.35% Reduced
549
DF Dent & Co
DF Dent & Co
Maryland
$593M -$3.79M 6 7.52% Reduced
550
Munro Partners
Munro Partners
Australia
$592M +$122M 5 18.4% Increased