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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
Stonegate Investment Group
Stonegate Investment Group
Alabama
$538M +$4.4M 8 13.52% Increased
577
HB Wealth Management
HB Wealth Management
Georgia
$534M -$28.3M 15 4.25% Reduced
578
Advisors Asset Management
Advisors Asset Management
Colorado
$532M -$6.73M 20 9.53% Reduced
579
CapitalatWork SA
CapitalatWork SA
$525M -$8.59M 5 15.94% Reduced
580
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$525M +$13.3M 3 2.41% Increased
581
James Hambro & Partners
James Hambro & Partners
United Kingdom
$525M +$12.6M 5 20.75% Increased
582
London Company of Virginia
London Company of Virginia
Virginia
$524M -$8.83M 3 2.96% Reduced
583
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$519M +$17.8M 20 7.46% Increased
584
Atria Investments
Atria Investments
North Carolina
$519M -$518K 19 6.13% Reduced
585
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$517M +$6.48M 11 5.92% Increased
586
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$515M +$23.9M 15 1.89% Increased
587
Anomaly Capital Management
Anomaly Capital Management
New York
$514M +$241M 3 16.35% Increased
588
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$514M -$3.86M 10 10.36% Reduced
589
Country Trust Bank
Country Trust Bank
Illinois
$514M +$7.74M 12 11.53% Increased
590
Riverbridge Partners
Riverbridge Partners
Minnesota
$514M -$11.1M 5 8.26% Reduced
591
SCM
Steadfast Capital Management
New York
$512M +$254M 2 9.15% Increased
592
Marsico Capital Management
Marsico Capital Management
Colorado
$512M -$120M 3 13.89% Reduced
593
Railway Pension Investments
Railway Pension Investments
United Kingdom
$509M -$82.2M 7 7.18% Reduced
594
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$502M -$5.29M 9 15.98% Reduced
595
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$501M +$31.5M 9 13.71% Increased
596
YC
Yarbrough Capital
Tennessee
$500M +$1.35M 8 17.83% Increased
597
BNP Paribas
BNP Paribas
France
$498M +$20.9M 10 16.15% Increased
598
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$495M +$364M 23 2.87% Increased
599
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$495M -$3.22M 9 15.22% Reduced
600
SC
SRB Corp
Massachusetts
$494M -$38.6K 3 29.61% Reduced