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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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$421M -$15M 6 11.32% Reduced
652
Scharf Investments
Scharf Investments
California
$421M +$19.3M 4 12.12% Increased
653
Findlay Park Partners
Findlay Park Partners
United Kingdom
$420M +$87.7M 1 4.33% Increased
654
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$418M +$15.8M 17 8.25% Increased
655
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$417M +$13M 19 9.15% Increased
656
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$415M +$2.83M 19 11.06% Increased
657
Advisory Services Network
Advisory Services Network
Georgia
$414M +$12.6M 22 6.67% Increased
658
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$413M +$43M 2 23.28% Increased
659
Synovus Financial
Synovus Financial
Georgia
$412M -$5.63M 13 5.04% Reduced
660
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$411M -$28.2M 7 23.76% Reduced
661
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$410M +$89.4M 19 7.93% Increased
662
Sachem Head Capital Management
Sachem Head Capital Management
New York
$410M $0 1 12.79% Maintained
663
Altshuler Shaham
Altshuler Shaham
Israel
$410M -$1.58B 7 12.91% Reduced
664
Bain Capital Investors
Bain Capital Investors
Massachusetts
$409M -$404M 1 13.05% Reduced
665
Bailard
Bailard
California
$409M +$4.12M 12 9.54% Increased
666
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$405M -$25.2M 6 21.71% Reduced
667
Shell Asset Management
Shell Asset Management
Netherlands
$405M +$74.6M 18 13.99% Increased
668
Oak Associates
Oak Associates
Ohio
$405M -$12.5M 8 26.45% Reduced
669
Greenleaf Trust
Greenleaf Trust
Michigan
$404M -$20M 11 3.57% Reduced
670
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$402M +$282K 5 17.11% Increased
671
Clearstead Advisors
Clearstead Advisors
Ohio
$401M +$2.25M 24 5.63% Increased
672
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$401M -$10.5M 8 2.28% Reduced
673
NEI
Northwest & Ethical Investments
Ontario, Canada
$399M -$6.16M 8 9.91% Reduced
674
Waverly Advisors
Waverly Advisors
Alabama
$399M +$12.5M 16 4.38% Increased
675
Alpha Cubed Investments
Alpha Cubed Investments
California
$399M +$32.6M 10 15.12% Increased