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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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$386M -$8.6M 10 7.51% Reduced
577
Securian Asset Management
Securian Asset Management
Minnesota
$386M -$49.3M 11 10.94% Reduced
578
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$385M -$1.46M 3 2.04% Reduced
579
Maverick Capital
Maverick Capital
Texas
$384M -$64M 12 7.7% Reduced
580
HRT Financial
HRT Financial
New York
$382M +$56.6M 15 2.79% Increased
581
Atria Investments
Atria Investments
North Carolina
$381M +$17.9M 10 5.9% Increased
582
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$381M +$363M 8 14.04% New
583
Coldstream Capital Management
Coldstream Capital Management
Washington
$380M +$12.4M 11 10.64% Increased
584
Harvard Management Company
Harvard Management Company
Massachusetts
$380M +$132M 1 31.94% Increased
585
Capstone Investment Advisors
Capstone Investment Advisors
New York
$379M +$253M 10 1.14% Increased
586
Trillium Asset Management
Trillium Asset Management
Massachusetts
$379M -$7.34M 6 10.33% Reduced
587
Busey Bank
Busey Bank
Illinois
$379M -$191K 6 14.59% Reduced
588
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$379M +$17.2M 7 8.94% Increased
589
YC
Yarbrough Capital
Tennessee
$378M +$5.16M 9 19.82% Increased
590
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$378M -$66.8M 2 8.11% Reduced
591
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$376M +$8.43M 7 10.11% Increased
592
Tidal Investments
Tidal Investments
Wisconsin
$374M +$55.6M 20 8.7% Increased
593
BOK Financial
BOK Financial
Oklahoma
$372M -$2.86M 18 7.29% Reduced
594
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$365M -$3.59M 3 7.98% Reduced
595
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$365M -$90.9M 1 5.98% Reduced
596
NS Partners
NS Partners
United Kingdom
$365M -$1.59M 5 17.72% Reduced
597
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$363M +$15.9M 12 12.75% Increased
598
SVB Wealth
SVB Wealth
Massachusetts
$361M -$25.2M 15 8.79% Reduced
599
James Hambro & Partners
James Hambro & Partners
United Kingdom
$360M +$54.5M 5 19.16% Increased
600
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$359M -$5.11M 6 12.47% Reduced