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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
676
Brookfield Corp
Brookfield Corp
Ontario, Canada
$287M +$122M 7 1.1% Increased
677
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$287M +$5.05M 7 8.8% Increased
678
TA
Trivest Advisors
Hong Kong
$285M +$14.2M 3 26.21% Increased
679
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$285M +$52.2M 6 18.85% Increased
680
MFWM
Motley Fool Wealth Management
Virginia
$284M -$9M 3 12.36% Reduced
681
GIM
Growth Interface Management
Florida
$283M +$12.5M 2 29.67% Increased
682
Smith Group Asset Management
Smith Group Asset Management
Texas
$281M -$10.4M 6 12.93% Reduced
683
Achmea Investment Management
Achmea Investment Management
Netherlands
$280M -$112M 7 13.33% Reduced
684
James Hambro & Partners
James Hambro & Partners
United Kingdom
$279M +$611K 4 18.94% Increased
685
Metropolis Capital
Metropolis Capital
United Kingdom
$279M -$38.2M 2 15.95% Reduced
686
Durable Capital Partners
Durable Capital Partners
Maryland
$279M -$15.2M 1 2.18% Reduced
687
Hancock Whitney
Hancock Whitney
Mississippi
$278M -$1.52M 9 8.74% Reduced
688
Colony Group
Colony Group
Massachusetts
$276M -$14.8M 10 4.84% Reduced
689
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$275M +$15.2M 5 17.11% Increased
690
Lannebo Fonder
Lannebo Fonder
Sweden
$275M -$5.16M 6 33.04% Reduced
691
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$275M +$5.09M 6 11.05% Increased
692
TFP
Triple Frond Partners
California
$275M -$24M 3 30.96% Reduced
693
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$274M +$17.7M 8 8.55% Increased
694
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$274M +$5.33M 12 13.51% Increased
695
NM
NWI Management
New York
$274M -$306M 5 17.98% Reduced
696
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$272M +$2.74M 1 10.3% Increased
697
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$272M -$1.54M 18 7.83% Reduced
698
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$271M +$43.5M 17 7.58% Increased
699
Glenview Capital Management
Glenview Capital Management
New York
$270M -$51.2M 4 5.76% Reduced
700
AMI Asset Management
AMI Asset Management
California
$270M -$3.11M 3 13.07% Reduced