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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
751
CAM
Contour Asset Management
New York
$416M -$73.5M 2 9.7% Reduced
752
LGT Capital Partners
LGT Capital Partners
Switzerland
$415M -$23.7M 2 20.57% Reduced
753
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$413M +$28.5M 13 18.31% Increased
754
Trillium Asset Management
Trillium Asset Management
Massachusetts
$413M -$83.6M 6 12.63% Reduced
755
BSN Capital Partners
BSN Capital Partners
United Kingdom
$410M -$291M 3 19.33% Reduced
756
Select Equity Group
Select Equity Group
New York
$409M -$79.6M 4 1.76% Reduced
757
Profund Advisors
Profund Advisors
Maryland
$409M -$20M 17 12.42% Reduced
758
RiverFront Investment Group
RiverFront Investment Group
Virginia
$406M -$10.6M 6 6.69% Reduced
759
Oak Ridge Investments
Oak Ridge Investments
Illinois
$406M +$33.1M 10 24.58% Increased
760
Metropolis Capital
Metropolis Capital
United Kingdom
$405M +$104M 1 12.95% Increased
761
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$405M +$96.7M 16 8.91% Increased
762
World Investment Advisors
World Investment Advisors
California
$404M +$63M 16 6.56% Increased
763
Calamos Wealth Management
Calamos Wealth Management
Illinois
$403M +$12.7M 9 13.88% Increased
764
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$402M -$289M 7 18.4% Reduced
765
Cercano Management
Cercano Management
Washington
$401M -$47.3M 4 15.16% Reduced
766
HC
Henshaw Capital
Massachusetts
$400M $0 5 14.39% Maintained
767
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$400M +$13.6M 7 15.78% Increased
768
SBI Securities
SBI Securities
Japan
$400M -$4.92M 42 10.28% Reduced
769
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$399M +$22.4M 6 13.18% Increased
770
Hantz Financial Services
Hantz Financial Services
Michigan
$398M -$23.9M 22 5.87% Reduced
771
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$398M -$5.73M 5 14.92% Reduced
772
Park Avenue Securities
Park Avenue Securities
New York
$397M +$18.6M 16 3.37% Increased
773
RWWM Inc
RWWM Inc
California
$397M -$14.8M 5 27.25% Reduced
774
Nellore Capital Management
Nellore Capital Management
California
$396M +$1.49M 4 44.31% Increased
775
Trajan Wealth
Trajan Wealth
Arizona
$395M -$15.6M 7 16.47% Reduced