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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
576
Chilton Investment Company
Chilton Investment Company
Connecticut
$301M -$18.3M 4 9.31% Reduced
577
HRT Financial
HRT Financial
New York
$297M +$46.6M 11 3.62% Increased
578
CC
Cannell & Co
New York
$296M -$32.5M 6 10.56% Reduced
579
Busey Bank
Busey Bank
Illinois
$295M +$2.76M 6 12.47% Increased
580
Hantz Financial Services
Hantz Financial Services
Michigan
$295M +$14.8M 19 8.04% Increased
581
Confluence Investment Management
Confluence Investment Management
Missouri
$294M -$3.58M 4 4.33% Reduced
582
Credit Agricole
Credit Agricole
France
$294M -$30.2M 14 5.98% Reduced
583
Coldstream Capital Management
Coldstream Capital Management
Washington
$294M -$66.8K 9 9.86% Reduced
584
Advisors Capital Management
Advisors Capital Management
New Jersey
$292M -$7.03M 6 7.56% Reduced
585
Cantor Fitzgerald
Cantor Fitzgerald
New York
$291M -$6.42M 12 6.19% Reduced
586
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$291M +$35.7M 4 6.43% Increased
587
IVSFI
IA Venture Strategies Fund II
New York
$290M $0 1 99.81% Maintained
588
Madison Asset Management
Madison Asset Management
Wisconsin
$289M +$13.1M 7 4.39% Increased
589
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$288M +$8.14M 12 4.52% Increased
590
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$286M +$119M 5 9.36% Increased
591
SAM
Shell Asset Management
Netherlands
$283M +$26.1M 20 11.73% Increased
592
Atria Wealth Solutions
Atria Wealth Solutions
New York
$280M -$4.59M 17 4.15% Reduced
593
NP
NS Partners
United Kingdom
$280M -$4.72M 4 15.76% Reduced
594
Prudential plc
Prudential plc
United Kingdom
$279M +$7.55M 16 3.27% Increased
595
BBA
Baader Bank Aktiengesellschaft
Germany
$278M +$45.1M 8 14.17% Increased
596
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$278M -$32.4M 4 12.47% Reduced
597
Homestead Advisers
Homestead Advisers
Virginia
$275M -$5.38M 2 7.67% Reduced
598
TBC
Tweedy, Browne Co
Connecticut
$275M -$84.7M 3 14.98% Reduced
599
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$275M -$9.02M 6 17.08% Reduced
600
YC
Yarbrough Capital
Tennessee
$274M +$2.69M 9 22.3% Increased