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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
651
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$205M +$1.5M 6 7.98% Increased
652
Greenleaf Trust
Greenleaf Trust
Michigan
$205M +$24.6M 12 3.03% Increased
653
James Hambro & Partners
James Hambro & Partners
United Kingdom
$205M +$528K 5 17.88% Increased
654
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$204M -$387K 8 10.29% Reduced
655
RWWM Inc
RWWM Inc
California
$204M +$34.2M 3 29.12% Increased
656
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$202M +$12.7M 6 6.27% Increased
657
Formuepleje A/S
Formuepleje A/S
Denmark
$202M -$149M 4 16.37% Reduced
658
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$201M +$2.96M 5 8.64% Increased
659
BG
Bollard Group
Massachusetts
$199M -$1.77M 10 8.38% Reduced
660
GPCM
Greenbrier Partners Capital Management
Texas
$197M $0 4 25.18% Maintained
661
United Services Automobile Association
United Services Automobile Association
Texas
$196M +$6.12M 9 5.45% Increased
662
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$196M +$345K 13 4.04% Increased
663
Osterweis Capital Management
Osterweis Capital Management
California
$195M -$6.15M 8 14.62% Reduced
664
Ziegler Capital Management
Ziegler Capital Management
Illinois
$194M -$6.38M 6 8.52% Reduced
665
Great Lakes Advisors
Great Lakes Advisors
Illinois
$194M -$9.7M 9 4.23% Reduced
666
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$193M -$243K 6 20.23% Reduced
667
Graham Holdings Company
Graham Holdings Company
Virginia
$193M -$491K 1 32.24% Reduced
668
Capital International
Capital International
California
$192M +$15.6M 5 13.39% Increased
669
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$191M -$5.16M 5 14.22% Reduced
670
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$191M -$19.3M 10 11.12% Reduced
671
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$190M +$33.1K 6 23.63% Increased
672
Hancock Whitney
Hancock Whitney
Mississippi
$189M -$6.6M 7 8.1% Reduced
673
Profund Advisors
Profund Advisors
Maryland
$189M -$10.6M 13 13.61% Reduced
674
Cambridge Trust
Cambridge Trust
Massachusetts
$189M -$7.2M 17 8.96% Reduced
675
River Road Asset Management
River Road Asset Management
Kentucky
$188M -$13.8M 3 2.81% Reduced