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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$348M -$52.2M 18 0.85% Reduced
652
TFP
Triple Frond Partners
California
$345M +$12.5M 3 46.67% Increased
653
Atria Wealth Solutions
Atria Wealth Solutions
New York
$345M -$57.9M 13 4.15% Reduced
654
Stephens Inc
Stephens Inc
Arkansas
$343M -$5.71M 11 5.03% Reduced
655
Oak Associates
Oak Associates
Ohio
$343M -$11.1M 8 25.72% Reduced
656
Andra AP-fonden
Andra AP-fonden
Sweden
$342M +$74.3M 16 5.6% Increased
657
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$341M -$33.8M 12 5.2% Reduced
658
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$340M -$516K 7 12.11% Reduced
659
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$339M +$104M 8 1.95% Increased
660
Coldstream Capital Management
Coldstream Capital Management
Washington
$339M -$138M 26 7.22% Reduced
661
Harvest Fund Management
Harvest Fund Management
China
$337M -$12.2M 13 16.72% Reduced
662
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$336M -$229M 36 10.01% Reduced
663
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$336M +$6.62M 22 9.71% Increased
664
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$335M -$10.1M 6 17.67% Reduced
665
Synovus Financial
Synovus Financial
Georgia
$334M -$17.4M 11 4.32% Reduced
666
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$332M +$125M 5 9.44% Increased
667
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$331M -$312M 2 10.42% Reduced
668
Abrams Capital Management
Abrams Capital Management
Massachusetts
$328M $0 1 5.83% Maintained
669
Martin Currie
Martin Currie
United Kingdom
$327M -$15.9M 3 13.2% Reduced
670
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$327M -$1.27M 5 14.8% Reduced
671
Allworth Financial
Allworth Financial
California
$326M +$23.9M 31 1.84% Increased
672
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$325M -$55M 19 7.74% Reduced
673
Baupost Group
Baupost Group
Massachusetts
$325M +$119M 1 9.29% Increased
674
Bailard
Bailard
California
$323M +$3.2M 11 8.34% Increased
675
Sachem Head Capital Management
Sachem Head Capital Management
New York
$323M $0 1 12.93% Maintained