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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
701
WesBanco Bank
WesBanco Bank
West Virginia
$166M +$52.7M 9 7.39% Increased
702
Kinetic Partners Management
Kinetic Partners Management
Florida
$166M +$179M 2 28.96% New
703
Braun Stacey Associates
Braun Stacey Associates
New York
$165M -$10.4M 4 9.44% Reduced
704
AMI Asset Management
AMI Asset Management
California
$165M +$13.1M 3 11.54% Increased
705
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$164M +$1.21M 7 9.26% Increased
706
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$164M -$2.93M 9 4.14% Reduced
707
Private Wealth Partners
Private Wealth Partners
California
$164M +$7.33M 5 18.72% Increased
708
Capital Group Investment Management
Capital Group Investment Management
Singapore
$163M +$168M 5 6.29% New
709
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$163M -$8.49M 6 8.47% Reduced
710
TP
TenCore Partners
New York
$163M +$21.9M 3 52.59% Increased
711
AIM
Alpine Investment Management
Hong Kong
$163M +$146M 1 32.14% New
712
PGGM Investments
PGGM Investments
Netherlands
$162M -$65.5M 7 2.84% Reduced
713
Old National Bancorp
Old National Bancorp
Indiana
$162M -$10M 9 5.1% Reduced
714
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$162M +$16.6M 22 6.5% Increased
715
Boston Financial Management
Boston Financial Management
Massachusetts
$162M -$77.7K 6 6.51% Reduced
716
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$162M +$900K 3 26.86% Increased
717
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$161M +$5.81M 7 21.34% Increased
718
KCM Investment Advisors
KCM Investment Advisors
California
$160M -$1.36M 6 6.89% Reduced
719
Curi RMB Capital
Curi RMB Capital
Illinois
$160M +$716K 11 5.67% Increased
720
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$159M +$84M 7 4.65% Increased
721
GPCM
Greenbrier Partners Capital Management
Texas
$159M -$12.4M 4 22.93% Reduced
722
Avenir Corporation
Avenir Corporation
Virginia
$158M -$1.59M 3 15.86% Reduced
723
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$158M +$3.15M 24 8.26% Increased
724
River Road Asset Management
River Road Asset Management
Kentucky
$158M -$47.9M 3 2.16% Reduced
725
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$158M +$6.73M 14 12.29% Increased