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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
626
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$390M -$22.5M 1 3.63% Reduced
627
D1 Capital Partners
D1 Capital Partners
New York
$389M -$273M 2 6.56% Reduced
628
NEOS Investment Management
NEOS Investment Management
Connecticut
$388M +$100M 10 15.99% Increased
629
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$387M -$9.5M 15 0.94% Reduced
630
Apollo Management Holdings
Apollo Management Holdings
New York
$386M $0 1 5.63% Maintained
631
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$384M -$68.7K 12 13.42% Reduced
632
CK
Cohen Klingenstein
New York
$383M $0 8 13.91% Maintained
633
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$383M -$115M 5 18.84% Reduced
634
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$383M +$59.1M 6 11.61% Increased
635
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$382M -$55.4M 3 17.58% Reduced
636
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$382M -$47.2M 13 1.12% Reduced
637
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$382M -$18.3M 3 9.04% Reduced
638
Capital International Sarl
Capital International Sarl
California
$381M +$7.17M 6 11.64% Increased
639
Delta Global Management
Delta Global Management
New York
$381M +$25.8M 6 25.33% Increased
640
Greenleaf Trust
Greenleaf Trust
Michigan
$380M +$8.08M 11 3.6% Increased
641
Anomaly Capital Management
Anomaly Capital Management
New York
$378M -$64.9M 2 14.4% Reduced
642
First Financial Bankshares
First Financial Bankshares
Texas
$378M -$14.5M 6 8.67% Reduced
643
Curi RMB Capital
Curi RMB Capital
Illinois
$378M +$9.8M 10 9.06% Increased
644
Abrams Capital Management
Abrams Capital Management
Massachusetts
$377M $0 1 7.36% Maintained
645
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$375M -$3.36M 5 17.24% Reduced
646
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$374M +$2.75M 3 1.99% Increased
647
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$373M +$4.59M 20 11.3% Increased
648
Bailard
Bailard
California
$372M -$20.7M 10 10.26% Reduced
649
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$372M +$6.34M 11 5.95% Increased
650
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$372M +$25.4M 14 17.79% Increased