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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
Findlay Park Partners
Findlay Park Partners
United Kingdom
$330M -$203M 1 3.28% Reduced
702
NZS Capital
NZS Capital
Colorado
$330M -$69.3M 4 14.03% Reduced
703
Andra AP-fonden
Andra AP-fonden
Sweden
$327M -$12.6M 11 5.23% Reduced
704
WesBanco Bank
WesBanco Bank
West Virginia
$326M -$7.34M 9 11.14% Reduced
705
Meritage Group
Meritage Group
California
$326M $0 1 7.77% Maintained
706
Hancock Whitney
Hancock Whitney
Mississippi
$326M +$7.32M 8 10.3% Increased
707
Guinness Asset Management
Guinness Asset Management
United Kingdom
$325M +$21M 4 6.1% Increased
708
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$324M -$14.2M 7 4.46% Reduced
709
Dakota Wealth Management
Dakota Wealth Management
Florida
$324M -$2.73M 10 7.44% Reduced
710
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$323M -$6.83M 14 17.09% Reduced
711
Freestone Grove Partners
Freestone Grove Partners
California
$322M +$302M 5 3.94% New
712
GMT Capital
GMT Capital
Georgia
$322M -$30M 7 15.68% Reduced
713
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$321M -$6.79M 5 14.82% Reduced
714
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$321M +$34.8M 9 16.71% Increased
715
Old National Bancorp
Old National Bancorp
Indiana
$320M +$1.87M 9 7.59% Increased
716
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$320M -$23.8M 4 43.81% Reduced
717
SBI Securities
SBI Securities
Japan
$320M +$308M 42 9.87% New
718
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$319M +$28.8M 17 3.71% Increased
719
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$319M -$3.23M 5 12.86% Reduced
720
Corvex Management
Corvex Management
New York
$319M +$9.7M 3 8.79% Increased
721
Focused Investors
Focused Investors
California
$319M -$2.87M 2 10.07% Reduced
722
Pamplona Capital Management
Pamplona Capital Management
New York
$319M +$304M 2 45.33% New
723
Capula Management
Capula Management
Cayman Islands
$318M -$72.2M 9 1.85% Reduced
724
Meag Munich Ergo
Meag Munich Ergo
Germany
$317M -$411K 8 10.02% Reduced
725
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$316M +$17.1M 12 1.2% Increased