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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
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$359M -$10.7M 12 12.1% Reduced
627
Castleark Management
Castleark Management
Illinois
$358M -$17.5M 6 14.59% Reduced
628
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$358M +$1.81M 5 15.99% Increased
629
Bailard
Bailard
California
$357M +$2.34M 11 9.31% Increased
630
BNP Paribas
BNP Paribas
France
$357M +$21.6M 14 14.82% Increased
631
CA
Cornerstone Advisors
North Carolina
$356M +$4.59M 5 14.09% Increased
632
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$356M -$2.62M 5 1.75% Reduced
633
Stephens Inc
Stephens Inc
Arkansas
$355M +$1.19M 11 5.03% Increased
634
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$354M -$631K 20 10.07% Reduced
635
NEI
Northwest & Ethical Investments
Ontario, Canada
$351M +$23.4M 7 9.26% Increased
636
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$350M -$24.4M 16 0.96% Reduced
637
GPCM
Greenbrier Partners Capital Management
Texas
$349M -$424K 4 26.37% Reduced
638
BG
Bollard Group
Massachusetts
$349M -$230K 7 9.27% Reduced
639
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$348M -$4.42M 12 12.33% Reduced
640
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$348M +$2.54M 9 10.24% Increased
641
QPBE
Quintet Private Bank (Europe)
Luxembourg
$347M +$55.8M 5 19.86% Increased
642
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$347M -$268K 4 45.46% Reduced
643
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$347M +$22.6M 13 11.92% Increased
644
First Financial Bankshares
First Financial Bankshares
Texas
$347M -$13.4M 6 7.3% Reduced
645
RI
RWWM Inc
California
$347M -$9.5M 4 32.03% Reduced
646
PCM
Palestra Capital Management
New York
$347M +$30.4M 3 11.43% Increased
647
Bowie Capital Management
Bowie Capital Management
Texas
$346M +$71.1M 3 18.01% Increased
648
Abrams Capital Management
Abrams Capital Management
Massachusetts
$343M $0 1 5.51% Maintained
649
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$342M +$6.77M 14 4.87% Increased
650
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$341M +$3.02M 7 5.83% Increased