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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
Fullerton Fund Management
Fullerton Fund Management
Singapore
$658M +$160M 6 28.75% Increased
577
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$657M +$21.4M 15 4.82% Increased
578
Lindsell Train
Lindsell Train
United Kingdom
$655M -$41.6M 2 16.62% Reduced
579
Busey Bank
Busey Bank
Illinois
$652M +$3.83M 6 17.2% Increased
580
James Hambro & Partners
James Hambro & Partners
United Kingdom
$650M -$109M 6 23.22% Reduced
581
Harvard Management Company
Harvard Management Company
Massachusetts
$647M -$110M 3 31.1% Reduced
582
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$640M -$6.14M 12 11.81% Reduced
583
Walleye Capital
Walleye Capital
New York
$637M -$235M 27 1.96% Reduced
584
Clal Insurance
Clal Insurance
Israel
$637M +$32.6M 7 4.11% Increased
585
TA
Trivest Advisors
Hong Kong
$634M -$508M 6 28.92% Reduced
586
First Financial Bankshares
First Financial Bankshares
Texas
$633M -$7.85M 6 12.74% Reduced
587
DF Dent & Co
DF Dent & Co
Maryland
$631M -$63.2M 6 9.08% Reduced
588
Waverly Advisors
Waverly Advisors
Alabama
$628M +$146M 19 5.08% Increased
589
Anomaly Capital Management
Anomaly Capital Management
New York
$627M +$30.7M 4 22.54% Increased
590
Coldstream Capital Management
Coldstream Capital Management
Washington
$627M +$147M 18 8.09% Increased
591
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$627M +$8.08M 22 7.78% Increased
592
DDD Partners
DDD Partners
Washington
$627M -$4.18M 7 39.9% Reduced
593
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$625M -$147K 13 16.92% Reduced
594
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$623M -$187M 14 7.66% Reduced
595
Sterling Capital Management
Sterling Capital Management
North Carolina
$620M -$71.3M 29 10.08% Reduced
596
Osmosis Investment Management UK
Osmosis Investment Management UK
United Kingdom
$616M +$610M 14 15.54% New
597
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$615M +$33.6M 15 2.16% Increased
598
Capula Management
Capula Management
Cayman Islands
$612M +$510M 11 3.06% Increased
599
Advisors Asset Management
Advisors Asset Management
Colorado
$611M -$12.2M 21 10.25% Reduced
600
Marsico Capital Management
Marsico Capital Management
Colorado
$607M -$56.8M 3 16.89% Reduced