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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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$188M +$3.39M 19 8.55% Increased
677
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$188M +$3.38M 6 10.33% Increased
678
Raymond James Trust
Raymond James Trust
Florida
$187M +$3.87M 10 6.97% Increased
679
Braun Stacey Associates
Braun Stacey Associates
New York
$187M -$1.4B 4 11.34% Reduced
680
Strategy Capital
Strategy Capital
California
$186M +$20.4M 2 31.82% Increased
681
TFP
Triple Frond Partners
California
$186M -$26.6M 3 32.68% Reduced
682
Anomaly Capital Management
Anomaly Capital Management
New York
$185M +$63.2M 2 9.97% Increased
683
Woodline Partners
Woodline Partners
California
$185M +$5.62M 12 2.58% Increased
684
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$185M $0 1 8.76% Maintained
685
Ninety One North America
Ninety One North America
New York
$184M -$1.41M 2 8.85% Reduced
686
TCTC Holdings
TCTC Holdings
Texas
$184M +$6.35M 9 7.94% Increased
687
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$183M -$8.19M 5 3.64% Reduced
688
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$183M +$27.8M 8 7.07% Increased
689
Prudential plc
Prudential plc
United Kingdom
$183M +$14.1M 14 2.89% Increased
690
Old National Bancorp
Old National Bancorp
Indiana
$183M +$1.11M 9 6.19% Increased
691
Weitz Investment Management
Weitz Investment Management
Nebraska
$182M -$2.23M 4 10.69% Reduced
692
Pacer Advisors
Pacer Advisors
Pennsylvania
$180M +$3.88M 18 1.25% Increased
693
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$180M -$9.6M 9 5.02% Reduced
694
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$180M -$580K 8 8.57% Reduced
695
NZS Capital
NZS Capital
Colorado
$179M +$47.7M 4 16.46% Increased
696
Maryland Capital Management
Maryland Capital Management
Maryland
$178M +$3.26M 6 14.88% Increased
697
Washington Trust
Washington Trust
Rhode Island
$176M -$3.54M 14 8.87% Reduced
698
JC
Joho Capital
New York
$176M -$32.9M 2 49.2% Reduced
699
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$176M +$9M 16 6.66% Increased
700
Castleark Management
Castleark Management
Illinois
$173M -$5.65M 5 9.62% Reduced