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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
Bowie Capital Management
Bowie Capital Management
Texas
$438M +$132M 4 20.54% Increased
577
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$437M -$13.1M 8 8.19% Reduced
578
Metis Global Partners
Metis Global Partners
California
$436M +$48.7M 15 12.25% Increased
579
Stonegate Investment Group
Stonegate Investment Group
Alabama
$434M +$7.84M 8 11.61% Increased
580
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$432M -$64.1M 3 1.98% Reduced
581
YC
Yarbrough Capital
Tennessee
$430M +$967K 10 18.48% Increased
582
Westwood Holdings Group
Westwood Holdings Group
Texas
$427M +$52.4M 8 3.23% Increased
583
Riverbridge Partners
Riverbridge Partners
Minnesota
$426M -$9M 5 6.84% Reduced
584
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$426M +$27.5M 18 7.3% Increased
585
London Company of Virginia
London Company of Virginia
Virginia
$425M -$11.9M 3 2.42% Reduced
586
James Hambro & Partners
James Hambro & Partners
United Kingdom
$423M +$6.5M 5 17.65% Increased
587
Ruffer LLP
Ruffer LLP
United Kingdom
$419M +$54.1M 3 16.12% Increased
588
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$419M -$13.9M 5 12.7% Reduced
589
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$417M +$320M 15 4.09% Increased
590
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$417M +$320M 15 4.09% Increased
591
Atria Investments
Atria Investments
North Carolina
$415M -$13.3M 19 5.32% Reduced
592
Country Trust Bank
Country Trust Bank
Illinois
$414M +$27.4M 9 10.43% Increased
593
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$414M +$5.3M 9 8.54% Increased
594
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$414M +$98.7M 17 5.42% Increased
595
ROIC
Route One Investment Company
California
$413M -$53.6M 3 17.22% Reduced
596
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$411M -$5.21M 9 14.28% Reduced
597
BNP Paribas
BNP Paribas
France
$409M +$44.1M 12 16.95% Increased
598
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$409M +$23.2M 16 6.82% Increased
599
First Financial Bankshares
First Financial Bankshares
Texas
$405M +$95M 7 8.73% Increased
600
Capital Counsel
Capital Counsel
New York
$403M -$2.85M 5 17.84% Reduced