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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
551
AKO Capital
AKO Capital
United Kingdom
$419M +$47.3M 1 5.97% Increased
552
WhitTier Trust Company
WhitTier Trust Company
Nevada
$418M -$3.22M 17 13.39% Reduced
553
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$418M +$17.6M 6 9.35% Increased
554
Bridges Investment Management
Bridges Investment Management
Nebraska
$416M -$11.6M 6 13.78% Reduced
555
Baupost Group
Baupost Group
Massachusetts
$416M -$120M 1 9.07% Reduced
556
Ethic Inc
Ethic Inc
New York
$413M +$7.48M 15 12.22% Increased
557
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$410M -$9.38M 9 15.27% Reduced
558
Atria Wealth Solutions
Atria Wealth Solutions
New York
$409M +$17M 16 5.11% Increased
559
Country Trust Bank
Country Trust Bank
Illinois
$408M -$7.39M 9 11.37% Reduced
560
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$407M -$38.2M 5 18.59% Reduced
561
Phoenix Financial
Phoenix Financial
Israel
$406M -$54.6M 7 6.71% Reduced
562
SC
SRB Corp
Massachusetts
$405M -$9.3M 4 23.93% Reduced
563
Madison Asset Management
Madison Asset Management
Wisconsin
$404M +$8.56M 7 5.47% Increased
564
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$403M +$98.1M 5 47.69% Increased
565
Glenview Capital Management
Glenview Capital Management
New York
$403M +$26.9M 2 8.62% Increased
566
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$402M +$39M 5 2.52% Increased
567
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$400M -$6.24M 4 15.79% Reduced
568
Westwood Holdings Group
Westwood Holdings Group
Texas
$398M +$2.59M 6 3.36% Increased
569
Bridgewater Associates
Bridgewater Associates
Connecticut
$398M +$46.7M 7 2.23% Increased
570
R.M. Davis Inc
R.M. Davis Inc
Maine
$395M -$2.34M 7 9.12% Reduced
571
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$392M +$2.59M 16 0.98% Increased
572
Capital Counsel
Capital Counsel
New York
$391M -$5.57M 5 19.24% Reduced
573
Advisors Asset Management
Advisors Asset Management
Colorado
$389M -$24.1M 17 7.86% Reduced
574
Glenview Trust
Glenview Trust
Kentucky
$387M +$9.5M 7 9.5% Increased
575
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$386M +$1.19M 8 3.16% Increased